摩根投資基金-JPM核心總報酬(美元) - A股(累計)

164.52美元0.33(0.2%)
2021/07/27更新
績效 / 
1月0.01%
3月0.24%
1年6.72%
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
Macro Trading USD
基金家族
JPMorgan Asset Management (Europe) S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
-
基金規模
945.52百萬截至 2021-07-23
年初至今報酬率
2.26%
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

  • Martin Heriz Virginia
  • 資歷 0年(2021-03-22 至今)
  • Virginia Martin Heriz, Executive Director, is a portfolio manager in the Macro Strategies team, based in London. An employee since November 2019, Virginia previously was a portfolio manager at Aberdeen Standard Investments where she was responsible for tactical asset allocation portfolios and segregated multi asset mandates. Prior to that, Virginia was an analyst covering global financials at Martin Currie Investment Management.
  • Berelowitz Josh
  • 資歷 2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 2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.

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