摩根日本小型企業(日圓)基金停止銷售

67211.00日圓636(0.94%)
2019/06/13更新
績效 / 
1月0.54%
3月0.17%
1年15.97%
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
日圓
基金組別
日本靈活市值股票
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
TOPIX TR JPY
基金規模
7,335.01百萬截至 -
年初至今報酬率
11.03%
殖利率
0.00
晨星評等
成立日期
1980-06-05

投資策略

主要投資於日本的中小型企業,以提供長期資本增

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

  • Mizusawa Shoichi
  • 資歷 2年(2017-07-03 至今)
  • Shoichi Mizusawa, managing director, is a country specialist for Japan equities and head of the Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Based in Japan, he leads the Japan-dedicated equity portfolio management teams in Hong Kong and Tokyo. Shoichi joined the Firm in 1997 as a marketing manager responsible for Japan pension funds. He transferred to the Japan Portfolio Group in 2000 and took up his current role in 2010. Prior to joining the Firm, Shoichi spent four years with Postipankki as the Tokyo representative in capital markets. He began his career with Mitsubishi Motors Corporation in 1989. Shoichi obtained a B.A. in Political Science and Economics from Waseda University and an M.B.A. from Simon Fraser University.
  • Saito Eiji
  • 資歷 2年(2017-07-03 至今)
  • Eiji Saito, 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 Tokyo. He joined J.P. Morgan in 2004 from Nikko Asset Management, Co. Ltd., where he spent eight years initially responsible for managing Asian equity funds and later Japanese mid-small cap equity funds. Eiji obtained a B.A. in International Politics, Economics and Business from Aoyama Gakuin University in Japan. He is a Chartered Member of the Security Analysts Association of Japan (CMA).

基金費用

最低認購金額
2,000日圓
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
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