摩根投資基金-JPM核心總報酬(美元) - A股(累計)

163.98美元0.19(0.12%)
2021/02/19更新
績效 / 
1月0.8%
3月2.69%
1年6.81%
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
替代投資 - 全球趨勢策略
基金家族
JPMorgan Asset Management (Europe) S.à r.l.
公開說明書基準指數
ICE LIBOR 1 Month USD
晨星組別基準指數
-
基金規模
922.96百萬截至 2021-02-23
年初至今報酬率
1.51%
殖利率
0.00
晨星評等
成立日期
2005-11-28

投資策略

本基金目標為在中期(2至3年)收益超過一個由全球股票組成的基準收益。

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

  • Berelowitz Josh
  • 資歷 1年(2019-12-18 至今)
  • Josh Berelowitz, vice president, portfolio manager in the Macro Strategies team, based in London. An employee since September 2011, Josh has been focused on the macro portfolios since inception of the strategy in November 2012. Josh obtained a B.Sc. in Economics from the University
    of Nottingham and is a CFA charterholder.
  • Lanctot Benoit
  • 資歷 1年(2019-12-18 至今)
  • Benoit Lanctot, executive director, portfolio manager in the Macro Strategies team, based in London. An employee since July 2011, Benoit previously worked as a senior analyst in the Convertible Bond team within Multi-Asset Solutions, responsible for the implementation of the fundamental analysis framework with global coverage. Prior to that, Benoit worked in investment banking for the Diversified Industries Group of Scotia Capital Inc. based in Montreal, Canada. He obtained a B.BA with a major in Finance from HEC Montreal and a Masters in Finance from London Business School. Benoit is a
    CFA and a CAIA charterholder.
  • Shah Shrenick
  • 資歷 8年(2012-12-21 至今)
  • Shrenick Shah, Managing Director, is the head of the Macro Strategies team at J.P. Morgan Asset Management, based in London. An employee since September 2010, Shrenick previously worked in the equity divisions at Deutsche Bank and Credit Suisse

基金費用

最低認購金額
28,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.25%
最高管理費
1.25%
遞延費
-
最高遞延費
0.00%

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