木星生態基金停止銷售

4.23英鎊0.02(0.52%)
2019/12/30更新
績效 / 
1月1.52%
3月3.73%
1年26.66%
晨星評等

基本資料

基金公司/總代理人
台新證券投資顧問股份有限公司
註冊地
英國
計價幣別
英鎊
基金組別
產業股票 - 環境生態
基金家族
Jupiter Unit Trust Managers Ltd
公開說明書基準指數
-
晨星組別基準指數
MSCI World NR USD
基金規模
531.49百萬截至 -
年初至今報酬率
27.10%
殖利率
0.19
晨星評等
成立日期
1988-03-31

投資策略

該基金的目標是要實現長期資本增值,再加上越來越多的收入相符的政策保護環境。基金的投資政策是投資在世界各地的公司,表現出了積極的承諾,向長期保護環境。

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

  • Thomas Charlie
  • 資歷 16年(2003-09-30 至今)
  • Charlie Thomas joined Jupiter in 2000 and, since September 2003, he has been the lead fund manager of both Jupiter Green Investment Trust PLC and the Jupiter Ecology Fund (Unit Trust). Charlie also manages the Jupiter Climate Change Solutions SICAV and is responsible for the management of a number of segregated mandates for Jupiter's institutional clients. Prior to Jupiter, Charlie spent three years working for BP, firstly as an Environmental Policy Adviser where he was instrumental in developing climate change strategies and policies for the group, and later as a Commercial Analyst where he worked on new business development. Charlie has also worked for the United Nations Environment Programme as well as other financial institutions. Charlie gained an MSc in Environmental Technology from Imperial College, London and a degree from Nottingham University.

基金費用

最低認購金額
500英鎊
申購手續費
-
保管費
-
分銷費
-
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
台新證券投資顧問股份有限公司
聯絡電話
02-5576-1861
基金顧問地址
台北市大安區10687仁愛路4段118號18樓
基金顧問網址
www.jupiterfund.com.tw