駿利亨德森資產管理基金-駿利亨德森策略Alpha基金A2歐元避險

30.44歐元0.08(0.26%)
2021/02/26更新
績效 / 
1月2.67%
3月9.68%
1年35.41%
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
愛爾蘭
計價幣別
歐元
基金組別
產業股票 - 其他
基金家族
Janus Henderson Investors
公開說明書基準指數
S&P 500 TR USD
晨星組別基準指數
Russell 3000 TR USD
基金規模
20.11百萬截至 2021-02-26
年初至今報酬率
5.27%
殖利率
0.00
晨星評等
成立日期
1999-12-31

投資策略

主要投資於任何規模的發行的普通股票,以尋求長期資本成長。本基金主要投資於美國。

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

  • Summers Andy
  • 資歷 7年(2014-07-25 至今)
  • Mr. Summers joined Janus as a research analyst in February 2008. He began his investment career in 1998 as an equity analyst at INVESCO Funds and promoted to Assistant Portfolio Manager and finally Co-Portfolio Manager before founding Silvergate Capital Management, LLC in August 2004. Prior to joining INVESCO, Mr. Summers worked as an analyst assistant for Denver Investment Advisors.
  • Kozlowski Daniel
  • 資歷 7年(2014-03-31 至今)
  • Dan Kozlowski is the Founder, Managing Member and CIO of Plaisance Capital, LLC. Prior re-establishing Plaisance Capital LLC in September 2017, Dan worked for Janus Capital, serving as the Executive Vice President and Portfolio Manager of the $4B Janus Contrarian Fund and the Nikko Global Opportunistic Equity Account from 2012 through August 2017. Dan managed the Plaisance Fund LP in conjunction with the Contrarian Fund throughout his tenure at Janus according to the same value-based investment philosophy. Dan chose to leave Janus Capital following its merger with Henderson PLC.
    Dan founded Plaisance Capital LLC in late 2008, with the Plaisance Fund launching in early 2009 under his leadership. Dan managed the Plaisance Fund independently from early 2009 until he (for the second time) and the Fund joined Janus Capital in July 2011.
    In his first tenure with Janus Capital, Dan served as a Portfolio Manager and Executive Vice President of the Janus Long Short Fund, a $1.3B hedged equity fund from 2006 through early 2008. Prior to his portfolio management roles, Dan served as an equity analyst for the Janus Contrarian Fund from 2000-2006 covering insurance, banking, specialty finance, retail and media industries. Dan also served as research analyst focused on Asian markets for the Janus Worldwide Fund and Janus Overseas Fund concurrent with his role on the Contrarian Value team. Prior to joining Janus Capital, Dan served as a research analyst/intern for Ariel Capital focused on small and mid-cap value portfolios. Before his public equity investment career, Dan worked for Arthur Andersen LLP and founded, managed and sold an apparel business start-up.
    Mr. Kozlowski holds a BBA and graduated cum laude from the University of Miami. He also studied at Sophia University’s School of Comparative Culture in Tokyo, Japan. Dan earned his MBA from the University of Chicago Booth School of Business in 2000 with concentrations in Finance and Accounting. He holds the Chartered Financial Analyst designation and has 19 years of financial industry experience. Dan is originally from Valparaiso, Indiana.

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
0.00%
管理費
1.25%
最高管理費
1.25%
遞延費
-
最高遞延費
0.00%

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