基本資料

投資策略

本基金將集中投資於其總部設於美國或其大部份的經營活動以美國為所在地的公司發行人所發行的股本證券組合（包括可轉換為股本證券及／或認股權證的證券）．　其持有的投資一般為市值較大的公司．此基金與美國大型公司股票基金比較，則傾向於投資較小數目的發行人．

基金經理人

• Sobin Diane
• 資歷 1年(2014-01-23 至今)

• Diane Sobin joined Threadneedle Investments in 2011 from sister company Columbia Management and has led the US Equities team since 2014. In addition, she is a key contributor to the team’s macroeconomic and thematic research and has coverage leadership for companies in the energy sector. Diane joined Columbia Management in 2011, having previously held portfolio manager roles at ZurichScudder, JP Morgan, Oppenheimer and Dean Witter Reynolds. Diane was named in Financial News 100 Most Influential Women in European Finance in 2014. She has a Bachelor of Business Administration – Finance degree from Pace University, New York. She also holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.

基金費用

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