摩根東方基金停止銷售

357.22美元5.68(1.57%)
2018/12/06更新
績效 / 
1月2.17%
3月1.7%
1年5.16%
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
香港
計價幣別
美元
基金組別
亞洲不包括日本股票
基金家族
JPMorgan Funds (Asia) Limited
公開說明書基準指數
-
晨星組別基準指數
MSCI AC Asia Ex Japan NR USD
基金規模
172.79百萬截至 -
年初至今報酬率
8.87%
殖利率
0.00
晨星評等
成立日期
1971-02-01

投資策略

主要投資於亞太區的上市公司( 不包括日本及澳

洲),以提供長期資本增值,惟當合適的投資機會出

現時,經理人可不時投資於日本及澳洲。

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

  • Lloyd Robert
  • 資歷 3年(2016-03-17 至今)
  • Robert Lloyd, executive director, is a country specialist for Japan equities and a member of the Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Based in Hong Kong, he joined the Firm in Tokyo in 2005 and then transferred to Hong Kong in 2009. Robert previously spent three years with UBS Asset Management in Tokyo as an investment analyst, initially for risk management and latterly for Japanese equities. He began his career as a collateral analyst in the credit group of Deutsche Bank, Tokyo. Robert obtained a B.A. in Literature and Linguistics from the University of Montana, USA.
  • Ebrahim Ayaz
  • 資歷 3年(2016-03-17 至今)
  • Ayaz Ebrahim joined Amundi Hong Kong in 2011 as Deputy Chief Executive Officer and CIO (Asia ex-Japan Equities). Prior to joining the company he was the Chief Investment Officer (Asia Pacific) for both HSBC Global Asset Management and Deutsche Asset Management.
    
    Ayaz Ebrahim holds a Doctorate Degree in Civil Law and a Bachelor of Science Degree (Hons) in Accountancy from the University of East Anglia in the United Kingdom. He has 25 years of experience in the industry.
  • Yu Sonia
  • 資歷 6年(2013-04-15 至今)

基金費用

最低認購金額
2,000美元
申購手續費
-
保管費
-
分銷費
0.00%
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
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