摩根美國科技(美元)─ F股(累計)

120.78美元0.74(0.61%)
2024/04/15更新
績效 / 
1月0.7%
3月10.1%
1年48.03%
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
Morningstar Gbl Tech TME NR USD
基金規模
7,388.15百萬截至 2024-04-12
年初至今報酬率
9.27%
殖利率
0.00
晨星評等
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成立日期
2020-11-25

投資策略

透過主要投資於與科技(包括但不限於科技、媒體及通訊服務)有關之美國公司,以期提供長期資本增值。資產至少67%投資於在美國註冊成立或在美國從事其大部分經濟活動而與科技(包括但不限於科技、傳媒及通訊服務)有關之公司之股票。子基金可能投資於小型公司。

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 3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 7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
-

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