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18.710
+0.180
+0.97%
23/12 - 關閉. GBP 貨幣
種類:
基金
市場:
盧森堡
發行者:
Jupiter Asset Management International S.A.
國際證券識別碼(ISIN):
LU0459991906
資產類別:
股票
- 晨星評級:
- 總資產: 565.84M
Jupiter Global Fund - Jupiter Global Value Class I
18.710
+0.180
+0.97%
0P0000WMON綜觀
你可在本頁找到深入的木星全球股票基金I GBP Acc公司檔案，包括0P0000WMON的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
投資策略
基金將主要投資於股票及股票相關證券（包括上市優先股、上市可換股 無擔保貸款債券、上市權證及其他類似證券）。該等證券的發行人可位 於任何國家。投資組合的主要成份，將包含投資經理認為在總回報上 有良好前景的公司。投資經理相信環境、社會及企業管理等問題，會 影響投資組合的表現，因此在不影響主要財務目標的前提下，投資經 理會將這些問題列入考慮範圍內。本基金並不會偏重任何經濟行業或 公司規模。 在遵守投資限制一節所述限制之前提下，基金將能夠：使用指數期貨 及╱或現金，對沖方向性風險；持有債券及可轉讓證券的權證；使用 期權及期貨；訂立投資組合掉期交易；使用遠期貨幣合約；以及輔助 持有流動資產。 在遵守投資限制一節所述限制之前提下，本基金可能會投資於在新興 市場設有註冊辦事處或從事主要經濟活動的政府或公司，所發行的定 息證券、股票及股票相關證券（包括參與票據）。 使用金融衍生工具（包括期權、期貨、投資組合掉期交易、遠期貨幣合 約）僅限於對沖及有效投資組合管理的目的。有效投資組合管理用於降 低基金風險或成本。為有效投資組合管理而使用此等工具的上限最高 為任何投資淨資產的20%，且可能有大量時間根本不使用金融衍生工 具以作有效投資組合管理。 不會為實現基金的投資目標或出於投資目的而廣泛或主要使用金融衍 生工具。亦不會為向基金的投資組合引入槓桿比率而使用金融衍生工 具。 本公司已向證監會承諾，在未事先取得證監會批准的情況下，基金將 不會出於對沖或有效投資組合管理以外的任何目的使用金融衍生工具。
聯絡資訊
地址
5, rue Heienhaff, L-1736 Senningerberg, Grand Duchy of Luxembourg
Senningerberg, L-1736
Luxembourg
Senningerberg, L-1736
Luxembourg
電話
-
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Brian McCormick | - | 2024 | now |
| 自傳 | 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 |
| 自傳 | 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 |
| 自傳 | 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 |
| 自傳 | 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 |
| 自傳 | 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 |
| 自傳 | 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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