摩根基金-JPM全方位新興市場(美元) - I股(累計)

31.65美元0.04(0.13%)
2021/10/26更新
績效 / 
1月1.93%
3月1.77%
1年13.16%
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
全球新興市場股票
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
MSCI EM NR USD
基金規模
12,374.97百萬截至 2021-10-25
年初至今報酬率
1.40%
殖利率
0.00
晨星評等
成立日期
2006-06-27

投資策略

透過主要投資於新與市場股票,以期提供長期資本增值。

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

  • Eidelman Leon
  • 資歷 9年(2013-02-15 至今)
  • Leon Eidelman, managing director, is a portfolio manager within the Emerging Markets and Asia Pacific (EMAP) Equities team based in New York. An employee since 2002, Leon is a member of the group of global emerging markets portfolio managers responsible for the fundamental, bottom-up portfolios, including the GEM Discovery and GEM Focused strategies. He is lead manager of the GEM Discovery strategy and is a portfolio manager on the GEM Focused strategy. Leon holds a B.A. in Economics with a concentration in Finance from Cornell University and is a CFA Charterholder.
  • Forey Austin
  • 資歷 25年(1997-01-07 至今)
  • Austin Forey, managing director, is a Portfolio Manager for JPMorgan Asset Management within the Emerging Markets and Asia Pacific (EMAP) Equities team, based in London. An employee since 1988, Austin has fulfilled his role as a GEM portfolio manager since 1994. Prior to this he worked in the U.K. team, where he was deputy head of U.K. research. Before this, Austin worked as a research analyst covering engineering, and subsequently all financial sectors. Austin obtained a B.A. in Modern Languages from Cambridge University, and earned a Ph.D. in Modern Languages from Cambridge University.

基金費用

最低認購金額
10,000,000美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
0.85%
最高管理費
0.85%
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