基本資料

投資策略

本基金得投資於可轉讓有價證券，例如股票及固定收益資產（包括但不限於公司債、政府及公開發行的證券）、權證、貨幣市場工具、存款、現金及類現金。本基金於該類資產之曝險將直接或間接因投資於集合投資計畫及衍生性金融商品（包括股權指數期貨、遠期外匯、利率交換及其他衍生性金融商品）而增加。

本基金之目標係透過投資於以全球為範圍之資產，以獲得中期的收益成長。本基金亦以長期資本增長為目標。投資管理機構得結合分散及避險之方式管理貨幣風險。衍生性金融商品亦得基於增加投資組合效率之目的而使用之。

基金經理人

• Andrew Steven
• 資歷 4年(2013-11-07 至今)

• Steven Andrew joined M&G in 2005 as a member of the portfolio strategy & risk team, before moving to the Multi Asset team, where he helped to formulate asset allocation strategies for M&G's multi-asset fund range. In November 2010, Steven was appointed manager of the M&G Episode Income strategy and, three years later, he became manager of the M&G Income Allocation strategy upon its launch. Steven began his career at the Bank of England in 1987 and subsequently worked at F&C Asset Management and Merrill Lynch before joining M&G. He holds a BSc (Hons) degree in financial economics from the University of London.

基金費用

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