駿利亨德森資產管理基金 - 駿利亨德森美國價值中小基金 B2 美元

26.19美元0.67(2.49%)
2022/12/05更新
績效 / 
1月8.66%
3月9.32%
1年1.4%
晨星評等

基本資料

基金公司/總代理人
駿利亨德森證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
美國靈活型股票
基金家族
Janus Henderson Investors
公開說明書基準指數
-
晨星組別基準指數
Russell 3000 TR USD
基金規模
183.80百萬截至 2022-12-02
年初至今報酬率
5.79%
殖利率
0.00
晨星評等
成立日期
2000-11-30

投資策略

基金的投資目標是長期資本增長。基金利用「價值」投資法,主要投資於具有長期資本增長潛力的普通股,側重於Janus認為股價相對於其內在價值顯得偏低的公司。

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

  • Preloger Kevin
  • 資歷 1年(2021-09-30 至今)
  • Kevin Preloger is Co-Portfolio Manager of Janus Henderson. He was a Portfolio Manager at Perkins. He joined Perkins in 2002 as a research analyst covering the financial services sector. He was named co-portfolio manager of the Large Cap Value strategy in 2006 and became sole portfolio manager in 2018. He was named co-portfolio manager of the Mid Cap Value strategy in 2013 and the SMID Cap Value strategy in 2017. Prior to joining Perkins, he worked as an analyst at ABN AMRO/LaSalle Bank Wealth Management and covered the financial services and technology sectors during his five-year tenure at the firm. Mr. Preloger received his bachelor of arts degree in economics from Northwestern University.
  • Tugman Justin
  • 資歷 1年(2021-09-30 至今)
  • Justin Tugman, CFA, is a Co-Portfolio Manager of Janus Henderson. Mr. Tugman joined Perkins, an affiliate of Janus Capital, in June 2004. Mr. Tugman has co-managed the Small Cap Value strategy since 2009, the Mid Cap Value strategy since 2015 and the SMID Cap Value strategy since 2017. Mr. Tugman served as a research analyst through 2012, covering the energy and utility sectors upon joining Perkins in 2004. Prior to joining Perkins, he worked at Simmons & Company International as an analyst covering the energy sector during his four-year tenure at the firm. Mr. Tugman received his bachelor of science degree in finance from the University of Wyoming and an MBA with a concentration in finance from Tulane University. He holds the Chartered Financial Analyst designation.

基金費用

最低認購金額
2,500美元
申購手續費
-
保管費
-
分銷費
1.00%
管理費
1.25%
最高管理費
1.50%
遞延費
-
最高遞延費
4.00%

聯絡資訊

基金投資顧問
駿利亨德森證券投資顧問股份有限公司
聯絡電話
(886) 02 8101-1001
基金顧問地址
台北市信義路五段7 號台北101大樓45樓A-1室
基金顧問網址
zh-tw.janushenderson.com/taiwan/intermediary