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

33.01美元1.03(3.22%)
2024/07/16更新
績效 / 
1月9.41%
3月12.55%
1年23.63%
晨星評等

基本資料

基金公司/總代理人
野村證券投資信託股份有限公司
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
Morningstar US Market Ext NR USD
基金規模
181.01百萬截至 2024-07-16
年初至今報酬率
17.22%
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 3年(2021-09-30 至今)
  • Kevin Preloger is a Portfolio Manager at Janus Henderson Investors and co-leads the SMID Value Team. Kevin joined the firm in 2002 as a research analyst covering the financial services sector. He became a portfolio manager in 2013. Prior to joining the firm, 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.
    
    Kevin received his bachelor of arts degree in economics from Northwestern University. He has 27 years of financial industry experience.
  • Tugman Justin
  • 資歷 3年(2021-09-30 至今)
  • Justin Tugman is a Portfolio Manager at Janus Henderson Investors and co-leads the SMID Value Team. Justin served as a research analyst through 2012, covering the energy and utility sectors upon joining the firm in 2004. Prior to that, he worked at Simmons & Company International as an analyst covering the energy sector during his four-year tenure at the firm.
    
    Justin 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 and has 24 years of financial industry experience.

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
野村證券投資信託股份有限公司
聯絡電話
(02)8758-1568
基金顧問地址
台北市信義路五段7號30樓
基金顧問網址
www.nomurafunds.com.tw