基本資料

投資策略

環球資產配置基金將尋求自收入及資本增值達成報酬。

本投資組合主要將直接或透過金融衍生性商品及/或集體投資基金間接投資於全球之股權證券及政府及公司發行人之固定收益證券，亦投資於遠期外匯交換契約，並於適當時為防備之目的投資於現金及貨幣市場工具。本投資組合亦得透過投資於集體投資基金、有價證券及/或標的為指數之衍生性金融商品等，取得對商品現貨之間接曝險。本投資組合不投資於商品現貨或不動產。

本投資組合得為有效管理投資組合及投資目的，運用金融衍生性商品及遠期契約。為投資目的運用衍生性商品可能增加本投資組合之風險。

投資組合為達到投資目標，保有於必要時調整各資產類別曝險比例之彈性。

基金經理人

• Bhandari Maya
• 資歷 2年(2016-10-01 至今)

• Maya Bhandari joined the company in 2014 and is a portfolio manager and member of the Global Asset Allocation team. In this role she is responsible for managing and co-managing a range of multi-asset portfolios, as well as providing strategic and tactical input to the company’s asset allocation process.
  
  Before joining the company, Maya spent over 10 years advising buy-side companies on their multi-asset strategies. Most recently, she was a strategist and director at Citigroup within the Global Macro Strategy & Asset Allocation team where she developed broad global macro themes and investment ideas across asset classes. She was also a member of the Citi Private Bank’s Investment Committee, where she advised the private bank on their asset allocation decisions. Prior to that, she spent six years at Lombard Street Research, latterly as head of Emerging Markets Analysis, whilst also previously working as a senior economist and strategist. Maya started her career as an economist for the European Commission. 
  
  Maya holds an MA (First Class Honours) in Economics from Edinburgh University, and a MPhil in International Relations from Cambridge University.

基金費用

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