摩根美國科技(美元)─ F股(累計)

93.69美元1.94(2.11%)
2023/06/02更新
績效 / 
1月14.63%
3月17.64%
1年11.59%
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
產業股票 - 科技
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
MSCI World/Information Tech NR USD
基金規模
5,923.03百萬截至 2023-06-02
年初至今報酬率
36.13%
殖利率
0.00
晨星評等
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成立日期
2020-11-25

投資策略

主要投资于与科技、媒体及电讯有关之美国企业,以期提供长期资本增值。子基金之总资产〈不包括现金及现金等价物〉至少67%将投资于根据美国法律注册成立及于美国拥有办事处、或即使于其他地区上市,惟于美国从事其大部分经济活动之科技有关公司之股票及股票相关证券。

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

  • Ghernati Eric
  • 資歷 2年(2021-05-31 至今)
  • Mr. Ghernati is an Executive Director at JPMIM and a co-portfolio manager in the JPMorgan U.S. Equity Group. He has been with the firm since 2020. Prior to that, Mr. Ghernati was employed with Lord, Abbett & Co. for six years as a buy side analyst, where he covered the technology sector for growth, value and core strategies.
  • Wilson Joseph
  • 資歷 6年(2017-02-17 至今)
  • Joseph Wilson, executive director, is a research analyst and portfolio manager within the U.S. Equity group. An employee since 2014, Joe is responsible for the technology sector for JPMorgan’s large cap growth portfolios.He is also a co-portfolio manager on the J.P. Morgan U.S. Technology Strategy. Prior to joining the firm, Joe spent six years as a buy side analyst for UBS Global Asset Management, wherehe covered the technology sector for the Large Cap Growth team from 2010 to 2014, and the Mid Cap Growth team in 2009. Prior to that, Joe worked at RBC Capital Markets as a sell side research associate covering enterprise, infrastructure, and security software. Joe holds a B.A. in Finance from the University of St. Thomas and an M.B.A. from the University of St. Thomas Opus College of Business.

基金費用

最低認購金額
35,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.50%
遞延費
-
最高遞延費
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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