摩根投資基金-JPM策略總報酬(歐元)-A股(累計)

基本資料

投資策略

透過主要投資於環球證券並於適當時運用衍生性金融工具，以期達到超越其指標之資本增值。

子基金主要直接或透過運用衍生性金融工具投資於權益證券、商品指數工具、可轉換證券、債權證券、信貸機構之存款及貨幣市場工具。此等證券的發行人可位於任何國家，包括新興市場。

基金經理人

• Martin Heriz Virginia
• 資歷 1年(2021-03-22 至今)

• Virginia Martin Heriz, Executive Director, is a portfolio manager in the Macro Strategies team, based in London. An employee since November 2019, Virginia previously was a portfolio manager at Aberdeen Standard Investments where she was responsible for tactical asset allocation portfolios and segregated multi asset mandates. Prior to that, Virginia was an analyst covering global financials at Martin Currie Investment Management.

• Berelowitz Josh
• 資歷 2年(2019-12-18 至今)

• Josh Berelowitz, vice president, portfolio manager in the Macro Strategies team, based in London. An employee since September 2011, Josh has been focused on the macro portfolios since inception of the strategy in November 2012. Josh obtained a B.Sc. in Economics from the University
  of Nottingham and is a CFA charterholder.

• Lanctot Benoit
• 資歷 2年(2019-12-18 至今)

• Benoit Lanctot, executive director, portfolio manager in the Macro Strategies team, based in London. An employee since July 2011, Benoit previously worked as a senior analyst in the Convertible Bond team within Multi-Asset Solutions, responsible for the implementation of the fundamental analysis framework with global coverage. Prior to that, Benoit worked in investment banking for the Diversified Industries Group of Scotia Capital Inc. based in Montreal, Canada. He obtained a B.BA with a major in Finance from HEC Montreal and a Masters in Finance from London Business School. Benoit is a
  CFA and a CAIA charterholder.

基金費用

聯絡資訊