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💎 挖掘各大市场被低估的宝藏股
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18.580
-0.050
-0.27%
05/11 - 闭盘. GBP 货币
类型:
基金
市场:
卢森堡
发行商:
Jupiter Asset Management International S.A.
ISIN:
LU0459991906
资产类别:
股票
- 晨星评级:
- 总资产: 612.85M
Jupiter Global Fund - Jupiter Global Value Class I
18.580
-0.050
-0.27%
0P0000WMON概述
本页面提供木星全球股票基金I GBP Acc的详细介绍，帮助您了解0P0000WMON的高管、总资产、投资策略和联系方式等信息。
投资策略
基金将主要投资于股票及股票相关证券（包括上市优先股、上市可换股无担保贷款债券、上市权证及其他类似证券）。该等证券的发行人可位于任何国家。投资组合的主要成份，将包含投资经理认为在总回报上有良好前景的公司。投资经理相信环境、社会及企业管理等问题，会影响投资组合的表现，因此在不影响主要财务目标的前提下，投资经理会将这些问题列入考虑范围内。本基金并不会偏重任何经济行业或公司规模。在遵守投资限制一节所述限制之前提下，基金将能够：使用指数期货及╱或现金，对冲方向性风险；持有债券及可转让证券的权证；使用期权及期货；订立投资组合掉期交易；使用远期货币合约；以及辅助持有流动资产。在遵守投资限制一节所述限制之前提下，本基金可能会投资于在新兴市场设有注册办事处或从事主要经济活动的政府或公司，所发行的定息证券、股票及股票相关证券（包括参与票据）。使用金融衍生工具（包括期权、期货、投资组合掉期交易、远期货币合约）仅限于对冲及有效投资组合管理的目的。有效投资组合管理用于降低基金风险或成本。为有效投资组合管理而使用此等工具的上限最高为任何投资净资产的20%，且可能有大量时间根本不使用金融衍生工具以作有效投资组合管理。不会为实现基金的投资目标或出于投资目的而广泛或主要使用金融衍生工具。亦不会为向基金的投资组合引入杠杆比率而使用金融衍生工具。本公司已向证监会承诺，在未事先取得证监会批淮的情况下，基金将不会出于对冲或有效投资组合管理以外的任何目的使用金融衍生工具。
联络信息
地址
5, rue Heienhaff, L-1736 Senningerberg, Grand Duchy of Luxembourg
Senningerberg, L-1736
Luxembourg
Senningerberg, L-1736
Luxembourg
电话
-
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Brian McCormick | - | 2024 | now |
| 背景介紹 | Brian is an Investment Manager in the Value Equities team. Brian joined Jupiter in March 2020 to work on the Global Value strategies. Brian began his career in 2015 working on the investment team led by legendary Scottish fund manager Angus Tulloch. From 2015 until 2020 he was an analyst, and later Deputy Fund Manager, at Stewart Investors (First State Investments). He worked across their Global, Emerging Market and Frontier strategies. Brian has began his career in investment management in 2015. He holds the Chartered Financial Analyst (CFA©) designation, a master’s degree in Law & Finance with distinction from Oxford University, and a first class BCL in Law & Economics from University College Dublin. | ||
| Dermot Murphy | - | 2016 | 2024 |
| Ben Whitmore | Portfolio Manager | 2016 | 2024 |
| 背景介紹 | Ben Whitmore joined Jupiter in October 2006. He manages the Jupiter UK Special Situations Fund (Unit Trust) and institutional assets. Prior to joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and some £2bn of assets - including the £281m Schroder Recovery Fund - establishing an excellent track record as a value-driven, contrarian fund manager. Ben gained a degree in Geography from Cambridge University. | ||
| Gregory Herbert | Lead Portfolio Manager | 2013 | 2016 |
| 背景介紹 | Greg Herbert is Head of UK Equities at EdenTree. He joined the firm in 2022 and is the lead Fund Manager on the EdenTree Responsible &Sustainable Managed Income Fund and the EdenTree Responsible & Sustainable UK Equity Fund. He started his career at State Street Global Advisors before moving to Jupiter Asset Management in 2005. Over his career, Greg has managed pan-European, North American and Global equity products. Greg holds an MSc in Investment Management from Bayes Business School at City University and a BA (Hons) in Modern Languages from Bristol University. | ||
| Sebastian Radcliffe | Fund Management | 2013 | 2016 |
| 背景介紹 | Sebastian Radcliffe joined Jupiter in 1997 and currently manages the Jupiter North American Income Fund (Unit Trust), the Jupiter North American Equities SICAV and the North American component of the Jupiter Global Managed Fund (Unit Trust). Prior to his appointment as Fund Manager, Sebastian worked on the US equity desk where he assisted the head of US equities, while focusing on research of the US technology market. Sebastian gained an MA from Ecole Superieur de Commerce de Rennes. | ||
| Ben Surtees | Portfolio Manager | 2009 | 2013 |
| 背景介紹 | Ben Surtees joined Jupiter in 1997 as a member of the sales and marketing department and joined the Far East Desk in 2000. He is the Manager of the Jupiter Asian Fund (Unit Trust) the Jupiter Asia Pacific SICAV, the Far Eastern portion of the Jupiter Global Managed Fund (Unit Trust), as well as Co-Manager of the Jupiter Global Equities SICAV. Ben gained a degree in Politics from the University of East Anglia. | ||
| Malcolm Millar | Portfolio Manager | 2009 | 2011 |
| 背景介紹 | Malcolm Millar joined Jupiter in 2002. He has managed Pan-European funds since May 2003. Malcolm has managed the Jupiter European Income Fund (Unit Trust) since May 2007, and has also been Lead Manager of the Jupiter Global Equities SICAV since its inception in September 2009. Malcolm qualified as a Chartered Accountant in PricewaterhouseCoopers' middle market division before working on PwC's Public Company Corporate Finance Advisory Team. Malcolm gained a degree in PPE from Oxford University and holds the Securities Institute Diploma. | ||
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