駿利亨德森資產管理基金-駿利亨德森美國研究基金I2美元

56.39美元0.34(0.6%)
2021/07/30更新
績效 / 
1月2.49%
3月5%
1年36.8%
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
美國大型增長型股票
基金家族
Janus Henderson Investors
公開說明書基準指數
-
晨星組別基準指數
Russell 1000 Growth TR USD
基金規模
13.90百萬截至 2021-07-30
年初至今報酬率
16.37%
殖利率
0.00
晨星評等
成立日期
2002-01-11

投資策略

本基金透過投資於有增長潛力的股票,尋求長期的資本增長,本基金主要投資於美國任何規模的公司。

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

  • Wellso Carmel
  • 資歷 7年(2014-12-15 至今)
  • Carmel Wellso is Director of Research at Janus Henderson Investors. In this role, she has responsibility for the global U.S.-based equity research effort at the firm. Her responsibility is to maintain a powerful and successful investment culture by attracting and retaining strong analysts, managing global research coverage, driving independent research and collaborating with portfolio managers and the global chief investment officer. As head of the Portfolio Oversight Team for the firm, Ms. Wellso helps to oversee the firm’s research strategies, which consist of the best ideas of her analyst team. Additionally, Ms. Wellso has extensive, global investment experience. Prior to joining Janus as a research analyst in 2008, she was a partner focusing on global financial services at Standard Pacific Capital. Prior to that, she served as director of Asian equity sales for UBS Warburg. Ms. Wellso also served as an assistant director and Asian banking analyst with ING Barings Securities where she led consistently top-ranked financials teams. She began her investment career as a credit analyst at MHT/Chemical Bank (JP Morgan Chase), where she focused on emerging market sovereign exposures and financial sector lending. 
    
    Ms. Wellso received her bachelor of arts degree in English literature and business administration from Marquette University and her MBA from the Thunderbird School of Global Management. She also served for two years in the U.S. Peace Corps in Kenya.

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
0.95%
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