駿利亨德森遠見基金-泛歐小型公司基金 A2 歐元

73.95歐元0.66(0.89%)
2021/07/30更新
績效 / 
1月0.8%
3月0.67%
1年55.68%
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
盧森堡
計價幣別
歐元
基金組別
歐洲小型股票
基金家族
Janus Henderson Investors
公開說明書基準指數
-
晨星組別基準指數
MSCI Europe Small Cap NR EUR
基金規模
1,109.41百萬截至 2021-07-30
年初至今報酬率
18.97%
殖利率
0.00
晨星評等
成立日期
1993-08-27

投資策略

本基金將其至少75%的全部資產投資於資本總市值名列相關市場最末25%的歐洲公司之股票且這些公司在歐洲經濟區設有註冊辦事處,以尋求長期的資本增值。

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

  • Beckett Ollie
  • 資歷 15年(2006-08-01 至今)
  • Ollie Beckett is a Portfolio Manager of European equities at Janus Henderson Investors responsible for the European Focus and International Small Cap Equity strategies. Ollie first joined Henderson as an assistant portfolio manager for European equities upon the firm’s merger with AMP Asset Management in 1998 and was named fund manager in 1999. He moved to the Global Technology Team in 2000. He left Henderson in 2003 to pursue other interests before returning to his current role with the firm in 2005. Ollie received a BA degree in economics and government from the University of Manchester.
  • Stokes Rory
  • 資歷 15年(2006-08-01 至今)
  • Rory Stokes is a Portfolio Manager of European equities at Janus Henderson Investors, a position he has held since 2015. Rory joined Henderson in 2013 as a European equity analyst. He worked for Liberum Capital Limited in small- and mid-cap equity sales from 2007 and prior to that held several roles at Credit Suisse. He began his career at HOLT Value Associates as a research analyst in 2001. Rory graduated with a degree in philosophy, politics, and economics from Oxford University. He holds the Chartered Financial Analyst designation and is FCA registered. He has 18 years of financial industry experience.

基金費用

最低認購金額
2,500歐元
申購手續費
-
保管費
-
分銷費
-
管理費
1.20%
最高管理費
1.20%
遞延費
-
最高遞延費
-

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