駿利亨德森資產管理基金 - 駿利亨德森環球科技創新基金 I2 美元

38.75美元0.3(0.77%)
2024/07/18更新
績效 / 
1月1.14%
3月12.67%
1年35.78%
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
愛爾蘭
計價幣別
美元
基金組別
產業股票 - 科技
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 Gbl Tech TME NR USD
基金規模
500.88百萬截至 2024-07-16
年初至今報酬率
26.09%
殖利率
0.00
晨星評等
成立日期
2000-03-31

投資策略

本基金之投資目標是資本的長期增長。基金主要投資於世界各地與科技相關具有成長潛質的上市公司。

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

  • Cofsky Jonathan
  • 資歷 2年(2022-03-01 至今)
  • Jonathan Cofsky is a Portfolio Manager on the Global Technology and Innovation Team at Janus Henderson Investors, a position he has held since 2022. He was previously an assistant portfolio manager from 2020. Additionally, he serves as a Research Analyst and co-leads the firm's Technology Sector Research Team. Prior to joining Janus in 2014, Jonathan was at Sanford C. Bernstein for eight years, most recently as a vice president on the top-ranked Institutional Investor IT hardware team. While there, he also served as a senior research associate on teams covering software, semiconductors, data networking equipment, aerospace and defense.
    
    Jonathan received his bachelor of arts degree in economics from Dartmouth College. He holds the Chartered Financial Analyst designation and has 18 years of investment industry experience.
  • Fish Denny
  • 資歷 8年(2016-01-12 至今)
  • Denny Fish is a Portfolio Manager on the Global Technology and Innovation Team at Janus Henderson Investors, a position he has held since 2016. He also serves as a Research Analyst and leads the firm’s Technology Sector Research Team. Prior to rejoining Janus in 2016, Denny served as a technology equity analyst and co-portfolio manager at RS Investments. From 2007 to 2014, he was an equity research analyst and co-team leader of the Janus technology research sector team. Before he was first employed by Janus in 2007, Denny was director and senior research analyst at JMP Securities covering enterprise software. Earlier in his career, he worked at Oracle Corporation as a technology sales manager.
    
    Denny received his bachelor of science degree in civil engineering from the University of Illinois and his MBA from the University of Southern California, Marshall School of Business. He has 20 years of financial industry experience.

基金費用

最低認購金額
1,000,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.00%
最高管理費
1.50%
遞延費
-
最高遞延費
0.00%

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