駿利亨德森資產管理基金-駿利亨德森環球房地產基金A2美元

25.42美元0.23(0.91%)
2021/05/07更新
績效 / 
1月3.38%
3月8.35%
1年33.23%
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
美元
基金組別
房地產 - 全球(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
FTSE EPRA Nareit Global TR USD
基金規模
275.14百萬截至 2021-05-07
年初至今報酬率
9.66%
殖利率
0.00
晨星評等
成立日期
2003-09-29

投資策略

本基金的投資目標是透過綜合資本增值與當期收入,獲得整體回報。本基金籍著投資於主要從事或涉及地產業或擁有顯著物業資產的美國發行人證券,達到其投資目標。

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

  • Kuhl Greg
  • 資歷 1年(2020-08-01 至今)
  • Greg Kuhl is a Portfolio Manager, Global Property Equities at Janus Henderson Investors and is responsible for co-managing the Global Real Estate strategy. Prior to joining Henderson in 2015, Mr. Kuhl was vice president, global REITs at Brookfield Investment Management, where he was a senior analyst for global long-only and global long/short strategies focused on property equities across North America, Europe and Asia. Before this, he was an analyst on the public real estate securities team at Heitman providing recommendations on property equities in North America.
  • Barnard Guy
  • 資歷 4年(2017-06-05 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.
  • Gibson Tim
  • 資歷 4年(2017-06-05 至今)
  • Tim Gibson is Co-Head of Global Property Equities and a Portfolio Manager at Janus Henderson Investors, a position he has held since 2014. He has been with Henderson, based in Singapore, since 2011. Prior to joining Henderson, Tim was a European fund manager at AMP Capital Brookfield, where he was responsible for portfolio construction and execution of an indirect real estate fund. Before this, he worked as an analyst for Morgan Stanley on their European real estate investment team, in both London and Amsterdam, where he provided investment recommendations on property companies in the UK and Europe. Tim holds an MA (Hons) in economics from St Andrews University, Scotland and received the Robert Trent Jones Scholarship to the University of Western Ontario, Canada. He has 18 years of financial industry experience.

基金費用

最低認購金額
2,500美元
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