駿利亨德森資產管理基金 - 駿利亨德森美國創業基金 A2 美元

37.82美元0.65(1.75%)
2024/06/12更新
績效 / 
1月0.19%
3月0.9%
1年11.12%
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
美國小型股票
基金家族
Janus Henderson Investors
公開說明書基準指數
-
晨星組別基準指數
Morningstar US Small Extended NR USD
基金規模
130.43百萬截至 2024-06-11
年初至今報酬率
4.97%
殖利率
0.00
晨星評等
成立日期
1999-12-31

投資策略

基金主要投資於小型公司發行的普通股票,尋求資本成長。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

  • Schaechterle Aaron
  • 資歷 1年(2023-09-01 至今)
  • Aaron Schaechterle is a Portfolio Manager on the US Small/Mid-Cap Growth Team at Janus Henderson Investors. Additionally, he serves as a Research Analyst, focused on the Industrials & Materials and Technology sectors. Aaron previously worked with the team from 2014 until 2021. He re-joined the firm in 2022 from Glaukos Corporation, an ophthalmic medical technology and pharmaceutical company, where he was a vice president of corporate strategy & development from 2021. Prior to joining Janus in 2014, he worked at GTCR, a Chicago-based private equity firm. Before that, he served as an investment banking analyst for Barclays Capital and Lincoln International.
    
    Aaron earned a bachelor of business administration degree in finance from the University of Iowa. He received an MBA from Harvard Business School, graduating with high distinction as a Baker Scholar. Aaron has 17 years of financial industry experience.
  • Stutzman Scott
  • 資歷 8年(2016-07-01 至今)
  • Scott Stutzman is a Portfolio Manager on the US Small/Mid-Cap Growth Team at Janus Henderson Investors. He is also a Research Analyst covering the industrials & materials sector. Prior to joining Janus in 2007, Scott worked as an analyst for The Boston Company, where he researched investments for the Dreyfus Founders Mid-Cap Growth Fund, covering industrials, health care, and consumer sectors. Before that, he served as an analyst for Gulfco Ltd., analysing leveraged buyout transactions and providing strategic analysis for portfolio companies. Earlier in his career, Scott worked as a principal at GEN 3 Partners and as an associate at Booz, Allen & Hamilton.
    
    Scott received his bachelor of science degree in industrial engineering and management sciences from Northwestern University and his MBA with a concentration in finance from Columbia University, where he graduated Beta Gamma Sigma. Scott holds the Chartered Financial Analyst designation and has 23 years of financial industry experience.
  • Coleman Jonathan
  • 資歷 11年(2013-05-13 至今)
  • Jonathan Coleman is a Portfolio Manager on the US Small/Mid-Cap Growth Team at Janus Henderson Investors, a position he has held since 2013. From 2006 to 2013, Jonathan served as chief investment officer, equities. He joined Janus in 1994. Prior to that, he was a Fulbright Fellow in Costa Rica researching economic integration in Central America.
    
    Jonathan received his bachelor of arts degree in political economy and Spanish from Williams College, where he graduated Phi Beta Kappa. He holds the Chartered Financial Analyst designation and has 30 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
1.50%
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