摩根基金-JPM美國複合收益債券(美元)-A股(累計)

18.87美元0(0%)
2021/02/19更新
績效 / 
1月1.47%
3月1.73%
1年2.02%
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
盧森堡
計價幣別
美元
基金組別
美元多元化債券
基金家族
JPMorgan Asset Management (Europe) S.à r.l.
公開說明書基準指數
BBgBarc US Agg Bond TR USD
晨星組別基準指數
BBgBarc US Agg Bond TR USD
基金規模
0.00百萬截至 2021-02-24
年初至今報酬率
2.14%
殖利率
0.00
晨星評等
成立日期
2005-03-31

投資策略

透過主要投資於以美元為貨幣單位之定息及浮息證券,以中度風險提供回報,發行者的註冊辦事處位於美國或其大部份經濟活動於美國進行。

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

  • Rucker Justin
  • 資歷 2年(2019-03-28 至今)
  • Justin Rucker, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Justin is a portfolio manager for the U.S. Value Driven team and is responsible for managing Long Duration & Core Bond institutional taxable bond portfolios and fund vehicles. Justin is responsible for long duration strategies with benchmarks that span the range from actively managed to custom liability-based across a broad spectrum of fixed income sectors. An employee since 2006, Justin most recently was a member of the Mid Institutional Portfolio Management team specializing in structured product sectors & managing Core Bond portfolios. He also spent three years in the client portfolio management group for Global Fixed Income & three years as an Internal Client Advisor for JPMorgan Mutual Funds. Prior to joining the firm, Justin worked the trade desk for Open E Cry, LLC, a brokerage firm specializing in Futures and FX trading. Justin holds a B.S. in finance from the University of Dayton, an M.B.A. from Capital University, and is a CFA charterholder.
  • Figuly Richard
  • 資歷 4年(2016-11-22 至今)
  • Managing Director, became part of the team responsible for management of the Fund in September 2015. An employee of JPMIM or predecessor firms since 1993, Mr. Figuly is a member of the GFICC group and a portfolio manager for the U.S. Value Driven team and is responsible for managing certain J.P. Morgan Funds and institutional taxable bond portfolios.

基金費用

最低認購金額
35,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
0.90%
最高管理費
0.90%
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