基本資料

投資策略

本基金的投資目標是達到長期資本及收益增長。 本基金主要(至少以其資產淨值的 50%並以 100%為限)投資於獲准在世界各地其他受規管市場(包括定期運作、獲認可及 向公眾開放的非上市市場)正式上市或買賣的普通股，大部分過往曾經派息。該等在其他受規管市場的投資可包括非上市 股本證券，例如非上市公司股票。

基金經理人

• Spaly Jessica
• 資歷 2年(2022-03-01 至今)

• Jessica C. Spaly is an equity portfolio manager at Capital Group. She also serves on the Target Date Solutions Committee. She has 25 years of investment experience and has been with Capital Group for 19 years. Earlier in her career, as an equity investment analyst at Capital, Jessica covered U.S retailing, branded apparel and footwear, and e-commerce. Prior to joining Capital, Jessica was a private equity analyst for Kohlberg Kravis Roberts & Co. and an analyst in mergers and acquisitions for Morgan Stanley. She holds an MBA from Harvard Business School, graduating with high distinction as a Baker Scholar, and a bachelor's degree in economics from Harvard College graduating magna cum laude and Phi Beta Kappa. Jessica is based in San Francisco.

• Avzaradel Aline
• 資歷 2年(2022-03-01 至今)

• Aline Avzaradel is an equity portfolio manager at Capital Group. She has 21 years of investment industry experience and has been with Capital Group for 19 years. Earlier in her career at Capital, as an equity analyst, she covered U.S. insurance companies as well as the apparel industry, nonalcoholic beverages and packaged food companies. Prior to joining Capital, Aline was an investment banking analyst with Morgan Stanley in New York.

• Jacobs Martin
• 資歷 3年(2021-03-01 至今)

• Martin Jacobs is an equity portfolio manager at Capital Group. He has 34 years of investment experience and has been with Capital Group for 22 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. industrials, machinery and electrical equipment companies. Before joining Capital, Martin was an executive director and senior investment analyst at Brinson Partners, Inc. in Chicago and an industry analyst at Security Pacific Merchant Bank in New York. He was also a research analyst at the Wharton Center for Applied Research, Inc.

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