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JPM Global Balanced C (acc) - USD (hedged) (0P000115RQ)

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261.570 -0.480    -0.18%
12/11 - 闭盘. USD 货币
类型:  基金
市场:  卢森堡
发行商:  JPMorgan Asset Management (Europe) S.à r.l.
ISIN:  LU0957039927 
资产类别:  股票
  • 晨星评级:
  • 总资产: 3.19B
JPMorgan Investment Funds - Global Balanced Fund C 261.570 -0.480 -0.18%

0P000115RQ概述

 
本页面提供JPM Global Balanced C (acc) - USD (hedged)的详细介绍,帮助您了解0P000115RQ的高管、总资产、投资策略和联系方式等信息。
种类

美元平衡型股債混合

总资产

3.19B

费用

0.90%

开始日期

2013年11月27日

投资策略

透过主要投资于全球各地的公司及政府或其机构所发行或担保的股票及债务证券,以期提供长期资本增值及收入。本基金之资产至少67%将直接投资于全球各地(包括新兴市场)的政府或机构所发行或担保的股票及债务证券。该基金可投资于低于投资级别及未经评级债务证券;然而,债务证券一般将具有达投资级别的平均信贷质素(按照如标准普尔等独立评级机构的衡量标准) 本基金可将其30 %至70%资产投资于股票,及将其30%至70%资产投资于债务证券,亦可投资于公司债务证券。

联络信息

地址 European Bank & Business Centre 6, route de Trèves
Luxembourg, L-2633
Luxembourg
电话 +352 34 101

高管

名称 标题 任期
Katy Thorneycroft - 2018 now
背景介紹 Katy Thorneycroft, managing director, is a portfolio manager in the Multi-Asset Solutions team, focusing on multi-strategy investing, including benchmark oriented, flexible and total return strategies, as well as funds of investment trusts. An employee since 1999, Katy was previously a portfolio manager in the convertible bonds team and a member of the Multi-Asset Solutions team in New York. Prior to this, Katy was a portfolio manager in the European Equity group in London focusing on small and mid-cap strategies. Katy obtained a M.Chem. from the University of Oxford and is a CFA charterholder.
Jonathan M. Cummings Vice President 2018 now
背景介紹 Jonathan Cummings, executive director, is a portfolio manager in the Multi-Asset Solutions team, based in London. An employee since 2005, he focuses on multi-strategy portfolios including total return and less benchmark constrained accounts. Prior to this role, he was an analyst with the portfolio construction and investment strategy team within J.P. Morgan Private Bank in London. Joe obtained a M.Sc. in Economics and Finance from the University of Bristol. He is a CFA charterholder.
Gareth Witcomb - 2010 now
背景介紹 Gareth Witcomb, executive director, is a portfolio manager in the Multi-Asset Solutions team, based in London. Gareth manages global balanced portfolios and works on our total return range of portfolios, where he specialises in providing fixed income insight. An employee since 1998, Gareth previously supervised the Cash Management Team, before joining the Multi-Asset Solutions team in 2005. Gareth obtained a B.A. in History and Politics from University College Wales.
Talib Sheikh Lead Portfolio Manager 2010 2018
背景介紹 Talib Sheikh joined Fidelity in October 2023 and took on the Lead Portfolio Manager responsibilities for Fidelity’s Multi Asset Income strategies from January 2024. He works closely with Co-Portfolio Managers George Efstathopoulos and Becky Qin, using the well-established team-based approach. Talib’s career in the finance industry spans almost three decades with extensive experience in asset allocation and portfolio construction in multi asset income investing. Talib’s career includes a twenty-year tenure at JP Morgan Asset Management where he was a portfolio manager for core strategies including the company’s flagship multi asset income strategy. More recently Talib was the Head of Multi Asset Strategies at Jupiter Asset Management where he also managed multi asset income strategies. He received his Master of Science in International Agricultural Marketing from University of Newcastle Upon Tyne. He is a CFA Charterholder.
Management Team - 2004 2010
背景介紹 Team Managed
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