木星月領息資產配置基金(INC)停止銷售

0.60英鎊0(0.27%)
2019/12/30更新
績效 / 
1月0.84%
3月1.5%
1年8.96%
晨星評等

基本資料

基金公司/總代理人
台新證券投資顧問股份有限公司
註冊地
英國
計價幣別
英鎊
基金組別
英鎊中度保守型股債混合
基金家族
Jupiter Unit Trust Managers Ltd
公開說明書基準指數
-
晨星組別基準指數
Morningstar UK Moderately Cautious
基金規模
722.46百萬截至 -
年初至今報酬率
8.87%
殖利率
2.64
晨星評等
成立日期
2002-03-04

投資策略

藉由積極平衡之固定收益證券和以英國股票為主之投資組合提供永續收益及長期資本增長。

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

  • Gunn Alastair
  • 資歷 9年(2010-07-01 至今)
  • Alastair joined Jupiter in 2007 and is currently a fund manager in the UK Value team. He co-manages (with Rhys Petheram) the Jupiter Distribution Fund, the Jupiter Enhanced Distribution Fund and the Jupiter Distribution and Growth Fund. He is also fund manager of the Jupiter Growth & Income Fund and investment advisor to Jupiter Dividend & Growth Trust PLC. 
    
    Before joining Jupiter, Alastair was Managing Director of equity research for Bear Stearns International, prior to moving on to become a director of equity research at Arbuthnot Securities in 2003. 
    
    Alastair is a registered representative of the London Stock Exchange.
  • Petheram Rhys
  • 資歷 9年(2010-07-01 至今)
  • Rhys Petheram joined Jupiter in 2006 and is currently Co-Manager of the Jupiter Distribution Fund. Rhys was previously a Credit Analyst for the Fixed Interest Team. Prior to joining Jupiter, Rhys was an Analyst at Towers Perrin Australia and a Credit Analyst for Utilities at Moody's Investor Services. Rhys gained a degree in Commerce (Finance) and a Diploma in Modern Languages (Indonesian), both from the University of Melbourne. Rhys is also a Chartered Financial Analyst

基金費用

最低認購金額
5,000英鎊
申購手續費
-
保管費
-
分銷費
-
管理費
1.25%
最高管理費
1.25%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
台新證券投資顧問股份有限公司
聯絡電話
02-5576-1861
基金顧問地址
台北市大安區10687仁愛路4段118號18樓
基金顧問網址
www.jupiterfund.com.tw