摩根太平洋證券基金

571.71美元6.08(1.05%)
2021/10/12更新
績效 / 
1月6.56%
3月3.8%
1年13.25%
晨星評等

基本資料

基金公司/總代理人
摩根證券投資信託股份有限公司
註冊地
香港
計價幣別
美元
基金組別
亞太區股票
基金家族
JPMorgan Funds (Asia) Limited
公開說明書基準指數
-
晨星組別基準指數
MSCI AC Asia Pacific NR USD
基金規模
964.16百萬截至 2021-09-30
年初至今報酬率
0.58%
殖利率
0.00
晨星評等
成立日期
1978-05-26

投資策略

主要投資於亞太區的上市公司(包括日本、澳洲及紐

西蘭),旨在提供長期資本增值。

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

  • Lloyd Robert
  • 資歷 6年(2015-05-27 至今)
  • Lloyd is a senior portfolio manager with Invesco Aim which he has been responsible for the fund since 2001 and has been associated with the advisor and/or its affiliates since 2000. From 1997 to 2000, he was a trader with American Electric Power. He served eight years in the U.S. Navy as a Naval Flight Officer flying the S-3B Viking. 
     He holds the Chartered Financial Analyst designation.
  • Ogoshi Aisa
  • 資歷 6年(2015-05-27 至今)
  • Aisa Ogoshi, executive director, is a regional specialist for Asia Pacific inc-Japan equities and a member of the Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Hong Kong. Aisa joined the Firm Equity Derivatives Group in Japan in 1998 and later transferred to the Portfolio Analysis Group. In 2001, she became a portfolio manager with the Japan Portfolio Group and transferred to Hong Kong in 2005. Aisa obtained a B.A. in Environmental Information from Keio University, Japan.

基金費用

最低認購金額
2,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
摩根證券投資信託股份有限公司
聯絡電話
(02) 8726-8686
基金顧問地址
台北市信義區松智路1 號20 樓
基金顧問網址
www.jpmrich.com.tw