基本資料

投資策略

主要投資於全球製藥、生物科技、保健服務、醫療技術及生命科學之企業（「醫療保健企業」），以期達到基金之回報目標。 子基金之資產（不包括現金及與現金相當之財產）至少67%將投資於醫療保健企業之權益證券。此等證券之發行人可位於任何國家，包括新興市場。 可輔助持有債權證券、現金及約當現金。 子基金可投資於可轉讓證券集體投資計畫及其他集體投資計畫。 子基金可投資於任何貨幣之資產，且子基金之貨幣曝險可進行避險或參考基金指標進行管理。 子基金可為避險目的及有效管理投資組合而投資於衍生性金融工具。

基金經理人

• Valder Dominic
• 資歷 1年(2022-10-05 至今)

• Fleiss Holly
• 資歷 2年(2022-06-09 至今)

• Ms. Fleiss is a Managing Director at JPMIM and a co-portfolio manager in the JPMorgan U.S. Equity Group. She has been with the firm since 2012.

• Cohen Matthew
• 資歷 9年(2015-01-05 至今)

• Matthew G. Cohen, M.D., managing director, is a research analyst in the U.S. Equity Group. An employee since 2005, Dr. Cohen has been portfolio manager since 2015 and a research analyst in the firm’s U.S. Equity Group since 2005. Before joining the firm, Matthew was a senior healthcare analyst at Medici Healthcare and a senior analyst covering medical products at Narragansett Asset Management, a New York-based healthcare hedge fund. Prior to that, Dr. Cohen was a resident surgeon in the Department of General Surgery at the North Shore University Hospital NYU School of Medicine. Matthew holds an M.B.A. from New York University Stern School of Business and an M.D. from McGill University in Montreal.

基金費用

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