摩根投資基金-多重收益基金-JPM多重收益(美元對沖)-A股(穩定月配)

76.44美元0.11(0.14%)
2024/12/12更新
績效 / 
1月0.64%
3月2.64%
1年13.71%
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
美元平衡型股債混合
基金家族
JPMorgan Asset Management (Europe) S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
Morningstar EU Mod Gbl Tgt Alloc NR EUR
基金規模
18,920.97百萬截至 2024-12-11
年初至今報酬率
10.11%
殖利率
11.00
晨星評等
-
成立日期
2021-07-02

投資策略

期提供固定收益,主要投資於全球收益證券,亦透過金融衍生性工具輔助達到本基金投資目標。

本基金主要投資於固定及浮動利率債券、權益證券、權益連結證券、及不動產投資信託。子資金主要資產(扣除現金及約當現金)將投資於固定及浮動利率債券。債券發行者將分布各個國家,並包含新興市場。

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

  • Herbert Gerhardt (Gary)
  • 資歷 4年(2021-03-01 至今)
  • Mr. Herbert has been an employee of JPMIM and the Head of GTAA and Diversified Strategies in the U.S for MAS since 2020Gary is a portfolio manager and head of global credit. Gary joined Brandywine Global in March 2010, bringing with him over 20 years of high yield experience. Previously, Gary was a Managing Director, Portfolio Manager with Guggenheim Partners, LLC (2009-2010); a Managing Director, Portfolio Manager with Dreman Value Management, LLC (2007-2009); and an Executive Director, Portfolio Manager (1999-2007) and Associate (1994-1998) with Morgan Stanley Investment Management.
  • Bernbaum Eric
  • 資歷 7年(2017-06-08 至今)
  • Eric J. Bernbaum, Executive Director, CFA, is a portfolio manager within JPMorgan’s Multi-Asset Solutions Group and has responsibility for portfolio construction and the implementation of tactical asset allocations across JPMorgan’s Multi-Asset Solutions Group. Mr. Bernbaum joined JPMorgan in 2008. Eric holds a B.S. in Applied Economics and Management with a concentration in Business and Finance from Cornell University.
  • Schoenhaut Michael
  • 資歷 16年(2008-12-11 至今)
  • Michael Schoenhaut, managing director, is a portfolio manager on JPMAM's Multi-Asset Solutions team, based in New York. Michael is responsible for a global suite of multi-asset income strategies and is lead portfolio manager across the funds. He focuses on asset allocation, portfolio construction, manager selection and risk management. He was previously a member of the SmartRetirement portfolio management team which was awarded the 2014 Morningstar U.S. Allocation Fund Manager of the Year for their efforts. An employee since 1997, Michael has held other positions within Multi-Asset Solutions, including portfolio manager for GTAA and balanced strategies and head of quantitative portfolio management. Michael earned a Bachelor of Science in Operations Research and Industrial Engineering from Cornell University and is a CFA charter holder.

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
1.25%
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

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