摩根基金-環球債券收益基金 - JPM環球債券收益(美元) - F股(累計)

116.59美元0.13(0.11%)
2021/10/21更新
績效 / 
1月0.12%
3月0.38%
1年4.3%
晨星評等
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基本資料

基金公司/總代理人
摩根證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
美元債券 - 靈活策略
基金家族
JPMorgan Asset Management (Europe) S.à r.l.
公開說明書基準指數
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晨星組別基準指數
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基金規模
11,786.56百萬截至 2021-10-20
年初至今報酬率
1.69%
殖利率
0.00
晨星評等
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成立日期
2020-03-19

投資策略

暫無投資策略資料

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Hauser Thomas
  • 資歷 1年(2020-07-01 至今)
  • Thomas Hauser, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Indianapolis, he is the co-lead portfolio manager within the High Yield Fixed Income Team and is responsible for overseeing high yield total return strategies, sub-advised mutual fund assets and absolute return credit products. Prior to joining the firm in 2004, Thomas was at 40|86 Advisors, most recently serving as a co-portfolio manager on three mutual funds and as the co-head of the Collateralized Bond Obligation (CBO) Group.
  • Headley Andrew
  • 資歷 5年(2017-03-30 至今)
  • Andrew Headley, managing director, is the Head of Securitized strategies within the Global Fixed Income, Currency & Commodities (GFICC) group and is a portfolio manager for several multi-sector fixed income strategies. Based in New York, he is responsible for overseeing management of dedicated strategies focused on agency & non-agency mortgage-backed securities, commercial mortgage-backed securities, and asset-backed securities as well as the development and implementation of securitized strategies for multi-sector portfolios.  An employee since 2005, Drew previously worked as a portfolio manager at Bear Stearns Asset Management, overseeing the securitized sectors for the core fixed income strategies.  Prior to this, Drew was a portfolio manager at Fischer Francis Trees & Watts (a subsidiary of BNP Paribas Asset Management) for eleven years, specializing in mortgage and broad market portfolios.  Drew holds a B.S. summa cum laude in economics from the Wharton School of the University of Pennsylvania and is a CFA charterholder.
  • Norelli J. Andrew
  • 資歷 7年(2014-06-02 至今)
  • Mr. Norelli has managed the Fund since its inception and is an employee of the JPMIM since 2012. As part of that responsibility, the portfolio managers establish and monitor the overall duration, yield curve, and sector allocation strategies for the Fund. Mr. Norelli is a portfolio manager within the GFICC’s investment team, where he focuses on multi-asset class portfolios, asset allocation, macroeconomic strategy, and global market dynamics.Prior to joining JPMIM in 2012, Andrew was at Morgan Stanley for eleven years where he most recently served as co-head of the firm emerging markets credit trading desk. Andrew holds an A.B. in economics from Princeton University.

基金費用

最低認購金額
35,000美元
申購手續費
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保管費
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分銷費
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管理費
-
最高管理費
1.00%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
摩根證券投資信託股份有限公司
聯絡電話
(02) 8726-8686
基金顧問地址
台北市信義區松智路1 號20 樓
基金顧問網址
www.jpmrich.com.tw