• 摩根基金-JPM美國科技(美元)-A股(分派)

  • 18.78
    美元
    0.34
    (1.84%)
  • 2018/10/17更新
績效: 1月 8.97% 3月 3.84% 1年 20.21%
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 產業股票 - 科技
基金家族 JPMorgan Asset Management (Europe) S.à r.l.
公開說明書基準指數 Russell 1000 EW Technology NR USD
晨星組別基準指數 MSCI World/Information Tech NR USD
基金規模 -
年初至今報酬率 15.84%
殖利率 0.05
星級評等 
成立日期 1997/12/05
投資策略
主要投資於與科技、媒體及電訊有關之美國企業,以期提供長期資本增值。子基金之總資產〈不包括現金及現金等價物〉至少67%將投資於根據美國法律註冊成立及於美國擁有辦事處、或即使於其他地區上市,惟於美國從事其大部分經濟活動之科技有關公司之股票及股票相關證券。
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
Tuorto Greg 資歷 9年 (2009/12/01 至今)

Greg Tuorto, managing director, is a research analyst and portfolio manager in the U.S. Equity Group. Greg is responsible for the technology sector for JPMorgan’s Mid Cap Growth and Small Cap Growth Funds. He is also a co-portfolio manager on the J.P. Morgan US Technology Strategy, and serves as a co-portfolio manager on the Small Cap Growth Fund. Before joining the firm in June 2008, he was a senior analyst covering technology for the Small and Mid Cap group at JennisonAssociates. Prior to that, he was a technology analyst and small cap portfolio manager at The Guardian Park Avenue Funds. He also was a technology analyst, focused on small and mid cap equities at the Dreyfus Corporation and TocquevilleAsset Management. He has an M.B.A. from Monmouth University in West Long Branch, NJ and a B.A. from Catholic University in Washington DC.

Wilson Joseph 資歷 2年 (2017/02/17 至今)

Joseph Wilson, executive director, is a research analyst and portfolio manager within the U.S. Equity group. An employee since 2014, Joe is responsible for the technology sector for JPMorgan’s large cap growth portfolios.He is also a co-portfolio manager on the J.P. Morgan U.S. Technology Strategy. Prior to joining the firm, Joe spent six years as a buy side analyst for UBS Global Asset Management, wherehe covered the technology sector for the Large Cap Growth team from 2010 to 2014, and the Mid Cap Growth team in 2009. Prior to that, Joe worked at RBC Capital Markets as a sell side research associate covering enterprise, infrastructure, and security software. Joe holds a B.A. in Finance from the University of St. Thomas and an M.B.A. from the University of St. Thomas Opus College of Business.

基金費用
最低認購金額 35,000 美元 最高管理費 1.50%
申購手續費 - 遞延費 -
保管費 - 最高遞延費 -
管理費 1.50% 分銷費 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