駿利亨德森遠見基金-泛歐地產股票基金 I2 歐元

69.86歐元0.6(0.87%)
2021/05/12更新
績效 / 
1月3.62%
3月9.58%
1年29.97%
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
房地產 - 歐洲(間接)
基金家族
Janus Henderson Investors
公開說明書基準指數
-
晨星組別基準指數
FTSE EPRA Nareit Developed Europe TR EUR
基金規模
527.17百萬截至 2021-05-11
年初至今報酬率
8.06%
殖利率
0.00
晨星評等
成立日期
2004-07-01

投資策略

此基金前稱Henderson Horizon European Property Securities Fund,通過投資於以擁有、管理或發展歐洲房地產為主要收入的上市公司股票,以達長線資本增長的目標。

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

  • Scherf Nicolas
  • 資歷 3年(2018-04-30 至今)
  • Nicolas Scherf is a Portfolio Manager on the Property Equities Team at Janus Henderson Investors, a position he has held since joining Henderson in 2014. Previously, he was vice president with Cohen & Steers, where he spent almost seven years analysing listed property markets as well as managing equity portfolios. Initially based in Brussels, he moved to London in 2010. Nicolas holds an MSc in international business administration with a specialisation in finance from Maastricht University. He has 12 years of financial industry experience.
  • Barnard Guy
  • 資歷 23年(1998-08-01 至今)
  • Guy Barnard is Co-Head of Global Property Equities at Janus Henderson Investors, a position he has held since 2014. He is also a Portfolio Manager responsible for managing the Global Real Estate Equity and Global Property Equity strategies. Guy joined Henderson in 2006 as an analyst and became a fund manager in 2008 and deputy head of Global Property Equities in 2012. Before Henderson, he worked for UBS in financial control. Guy holds a first class BSc degree (Hons) in mathematics and management from Loughborough University. He holds the Chartered Financial Analyst designation and has 16 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