駿利亨德森遠見基金-泛歐股票基金 I2 歐元

37.63歐元0.23(0.61%)
2022/12/06更新
績效 / 
1月5.44%
3月5.2%
1年10.04%
晨星評等

基本資料

基金公司/總代理人
駿利亨德森證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
歐元
基金組別
歐洲大型均衡型股票
基金家族
Janus Henderson Investors
公開說明書基準指數
-
晨星組別基準指數
MSCI Europe NR EUR
基金規模
300.30百萬截至 2022-12-05
年初至今報酬率
14.07%
殖利率
0.00
晨星評等
成立日期
2004-07-01

投資策略

基金的投資目標是投資于歐洲公司﹐以尋求長期的資本增值。

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

  • Rowe Simon
  • 資歷 0年(2022-08-01 至今)
  • Simon Rowe is a Portfolio Manager of European equities at Janus Henderson Investors, a position he has held since joining Henderson in 2009. Prior to Henderson, Simon was a European equity portfolio manager for eight years with New Star Asset Management. From 1993 until 2001, he worked as a freelance management consultant and private equity advisor. Before that, he was with Smith New Court and Kleinwort Benson as a German equity analyst in Munich. Simon graduated with a BA degree in history from Cambridge University. He has 29 years of financial industry experience.
  • Schartz Marc
  • 資歷 0年(2022-08-01 至今)
  • Marc Schartz is a Portfolio Manager of European equities at Janus Henderson Investors, a position he has held since 2017. He is responsible for co-managing the International Opportunities strategy, a role he has held since 2019. Marc joined Henderson in 2016 as an analyst. Prior to Henderson, he was with GO Investment Partners, where he was involved in the active management of a concentrated portfolio in the European small- and mid-cap space. Before that, Marc was on the investment team of Fortis Private Bank Luxembourg. Marc received an MSc in banking and international finance from City, University of London, Cass Business School. He holds the Chartered Financial Analyst designation and has 15 years of financial industry experience.

基金費用

最低認購金額
1,000,000歐元
申購手續費
-
保管費
-
分銷費
-
管理費
1.00%
最高管理費
1.00%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
駿利亨德森證券投資顧問股份有限公司
聯絡電話
(886) 02 8101-1001
基金顧問地址
台北市信義路五段7 號台北101大樓45樓A-1室
基金顧問網址
zh-tw.janushenderson.com/taiwan/intermediary