摩根投資基金-環球智選基金-JPM環球智選(美元)-A股(累計)

526.38美元8.9(1.66%)
2024/07/25更新
績效 / 
1月1.69%
3月5.04%
1年18.82%
晨星評等
-

基本資料

基金公司/總代理人
摩根證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
全球大型均衡型股票
基金家族
JPMorgan Asset Management (Europe) S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
Morningstar Global TME NR USD
基金規模
8,879.01百萬截至 2024-07-25
年初至今報酬率
11.48%
殖利率
0.00
晨星評等
-
成立日期
1981-04-30

投資策略

主要投資於全球公司所發行之股票,以期取得較全球股票市場為高的報酬。

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

  • Pecher Christian
  • 資歷 5年(2019-09-30 至今)
  • Christian Pecher, CFA, managing director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. He is a member of the Global Core Portfolio Management Team. An employee since 1998, Christian was previously Head of Developed Asia Research based in Tokyo, and before that a European utilities research analyst. Prior to that, Christian covered the European technology sector. Christian obtained a BSc. in business economics from the University of London and earned an MSc. in Economics from the London School of Economics. He is a CFA charterholder.​
  • Skibeli Helge
  • 資歷 9年(2015-12-01 至今)
  • Helge Skibeli, CFA, managing director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. He leads the Global Core Portfolio Management Team. An employee since 1990, Helge was previously the Global Head of Developed Market Equity Research. Before that he was Head of Research for the US, based in New York, which followed being Head of Asia ex Japan Research, based in Singapore. Prior to that he was a research analyst for European autos and basic industries.

基金費用

最低認購金額
28,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
-
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
摩根證券投資信託股份有限公司
聯絡電話
(02) 8726-8686
基金顧問地址
台北市信義區松智路1 號20 樓
基金顧問網址
www.jpmrich.com.tw