摩根基金-美國策略升級基金 - JPM美國策略升級(美元) - I股 (累計)(0P0000Q2DY)

盧森堡

從投資組合中新增/移除新增至觀察名單

671.370 -7.650 -1.13%

20/12 - 關閉. USD 貨幣

種類: 基金

市場: 盧森堡

發行者: JPMorgan Asset Management (Europe) S.à r.l.

國際證券識別碼(ISIN): LU0281485341

資產類別: 股票

晨星評級:
總資產: 7.39B

0P0000Q2DY綜觀

你可在本頁找到深入的摩根基金-美國策略升級基金 - JPM美國策略升級(美元) - I股 (累計)公司檔案，包括0P0000Q2DY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。

類別

US Large-Cap Blend Equity

總資產

7.39B

費用

0.80%

基金成立

2010年10月6日

投資策略

直接投資於美國公司所發行之股票，以取得對美國公司之曝險部位，並使用衍生性商品，以期提供長期資本增值。至少 67% 之資產 ( 無論係直接或透過衍生性商品 ) 將投資於設立註冊地於美國、或於美國從事其主要部分經濟活動之公司股票。基金通常將持有占淨資產約 130% 之多頭部位，並透過衍生性商品取得占淨資產約 30% 之空頭部位，但視市場條件而定，可能會偏離上述目標。

聯絡資訊

地址 European Bank & Business Centre 6, route de Trèves
Luxembourg, L-2633
Luxembourg

電話 +352 34 101

網絡 www.jpmorganassetmanagement.com

主要管理層

名稱	主旨	成立於	直至
Steven G. Lee	Lead Portfolio Manager	2017	now
自傳	Steven G. Lee, Managing Director, is a portfolio manager on the US Disciplined Equity Team and the lead portfolio manager for the Research 130/30 and Disciplined Equity strategies since February 2017. Additionally, he has been the lead portfolio manager for the Research Market Neutral and Research Long/Short strategies since January 2014. Prior to joining the firm in 2004, he was a research analyst covering the global chemicals sector at Sanford Bernstein Investment Research and Management. He previously held positions as a management consultant with Booz-Allen&Hamilton and as an engineer with Ford Motor Company. Steven graduated with a dual degree from the Management and Technology Program at the University of Pennsylvania with a B.S. in economics from the Wharton School of Business, majoring in finance, and a B.S. in engineering from the School of Engineering and Applied Science, majoring in economics. He also holds an M.S. in mechanical engineering from the Massachusetts Institute of Technology and an M.B.A. in finance from the University of Michigan.
Susan Bao	Managing Director	2007	now
自傳	Susan Bao, CFA, managing Director of JPMorgan Investment Management Inc. She is a lead portfolio manager at the firm. Ms. Bao is a senior member of the U.S. Equity Core team, has been a portfolio manager in the U.S. Equity Group since 2002 and has been employed by the firm since 1997. Susan manages the Large Cap Tax Aware Equity strategy and co-manages the Large Cap Core and Large Cap Core Plus (130/30) strategies. Previously, she was responsible for the implementation of U.S. equity analyst portfolios and a member of the Structured Equity team. Susan holds a B.S. from Centenary College and an M.B.A. in finance from New York University. She is also a holder of the CFA designation.
Thomas Luddy	Managing Director	2007	2017
自傳	Thomas Luddy, managing director, is a portfolio manager in the U.S. Equity Group with responsibility for the Large Cap Core and Large Cap Core Plus 130/30 strategies. An employee since 1976, Tom has held numerous key positions in the firm, including global head of equity, head of equity research and chief investment officer. He began his career as an equity research analyst, and became a portfolio manager in 1982. Tom holds a B.S. in economics and mathematics from St. Peter's College and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder.

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