駿利亨德森遠見基金-泛歐地產股票基金 A2 歐元

55.64歐元0.54(0.96%)
2024/07/19更新
績效 / 
1月4.99%
3月12.14%
1年27.94%
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
盧森堡
計價幣別
歐元
基金組別
房地產 - 歐洲(間接)
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 DM Eur Real Est NR EUR
基金規模
621.51百萬截至 2024-07-19
年初至今報酬率
4.83%
殖利率
0.00
晨星評等
成立日期
1998-07-01

投資策略

基⾦旨在提供⻑期資本增⻑。基⾦將其⾄少75%的淨資產投資於註冊辦事處位於歐洲經濟區或英國(如其非歐洲經濟區的⼀部分)及在受規管市場上市或交易,以及其⼤部分收入來⾃擁有、管理及/或開發歐洲房地產的房地產公司的股票或股本相關⼯具或房地產投資信託基⾦(或同等投資⼯具)。

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

  • Scherf Nicolas
  • 資歷 6年(2018-04-27 至今)
  • "Nicolas Scherf is a Portfolio Manager on the Property Equities Team at Janus Henderson Investors, a position he has held since joining Henderson in 2014. Previously, he was vice president with Cohen & Steers, where he spent almost seven years analysing listed property markets as well as managing equity portfolios. Initially based in Brussels, he moved to London in 2010.
    
    Nicolas holds an MSc in international business administration with a specialisation in finance from Maastricht University. He has 12 years of financial industry experience."
  • Barnard Guy
  • 資歷 14年(2010-08-31 至今)
  • "Guy Barnard is Co-Head of Global Property Equities at Janus Henderson Investors, a position he has held since 2014. He is also a Portfolio Manager responsible for managing the Global Real Estate Equity and Global Property Equity strategies. Guy joined Henderson in 2006 as an analyst and became a fund manager in 2008 and deputy head of Global Property Equities in 2012. Before Henderson, he worked for UBS in financial control.
    
    Guy holds a first class BSc degree (Hons) in mathematics and management from Loughborough University. He holds the Chartered Financial Analyst designation and has 16 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
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