基本資料

投資策略

透過主要投資於美國公司的集中組合，以期提供長期資本增值。資產至少67%投資於在美國註冊成立或在美國從事其大部分經濟活動之公司之股票。子基金之組合將投資於約20至40家公司。子基金將其資產至少10%投資於可持續金融披露規例下界定的有助於實現環境或社會目標的可持續投資。子基金可將淨資產最多20%投資於輔助流動資產及將資產最多20%投資於信貸機構存款、金融市場票據及貨幣市場基金，以管理現金認購及贖回以及經常性及特殊付款。如就應對極端不利市況而言屬合理，子基金可暫時將其淨資產最多100%投資於輔助流動資產作防守目的。

基金經理人

• Ghernati Eric
• 資歷 1年(2024-08-06 至今)

• Mr. Ghernati is an Executive Director at JPMIM and a co-portfolio manager in the JPMorgan U.S. Equity Group. He has been with the firm since 2020. Prior to that, Mr. Ghernati was employed with Lord, Abbett & Co. for six years as a buy side analyst, where he covered the technology sector for growth, value and core strategies.

• Caffrey Jack
• 資歷 1年(2024-03-19 至今)

• Jack Caffrey, managing director, is the portfolio manager in the U.S. Equity Group. Jack has been managing the Focused Dividend Growth strategy since the inception of the offering. Before assuming this role in 2010, Jack was Private Bank’s Equity Strategist for nine years making recommendations of single stocks and broader equity solutions. Prior to joining the firm, he was an analyst and portfolio manager for private clients at a boutique investment manager, First Manhattan Company. He previously held positions as an investment banker in Weston Capital and Paine Webber.

• Agranoff Felise
• 資歷 3年(2022-08-16 至今)

• Felise L. Agranoff, managing director, is a portfolio manager and research analyst within the U.S. Equity Group. An employee since 2004, Felise is a co-portfolio manager of the Mid Cap Growth, Growth Advantage and Small Cap Growth Strategies. Additionally, she has research responsibility for the small and mid cap industrial sector as well as mid cap financials and business services. Prior to joining the growth team as a research analyst in 2006, Felise previously worked on the J.P. Morgan U.S. Equity Large Cap fundamental research team. Felise obtained a B.S. in Finance and Accounting from the McIntire School of Commerce at the University of Virginia. She is a member of the CFA Institute and a CFA charterholder.

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