基本資料

投資策略

本基金的目標是達致長期資本增值。

本基金尋求透過主要投資於以下公司的上市股票或股票相關證 券(i)註冊辦事處位於新興市場國家的公司，(ii)註冊辦事處並非 位於新興市場國家，但絕大部份業務在新興市場國家的公司， 或(iii)控股公司，而其權益乃絕大部份投資於在新興市場國家設 立註冊辦事處的公司，以實現其目標。

就本基金而言，新興市場被界定為西方歐洲國家（不包括希臘 及土耳其）、美國、加拿大、日本、澳洲及紐西蘭以外的全球 各國。投資經理可投資香港，以反映香港與中國大陸之密切關 連及受中國增長影響。

本基金可將合共不超過30%的資產淨值投資於現金與等同現金、 貨幣市場工具、公司的股票或股票相關證券、及由不符合上述 規定但可受惠於其新興市場國家業務的公司所發行股票及股票 相關證券，或新興市場國家發行機構發行的債務證券（包括可 轉換債券）。

基金經理人

• Bond Charles
• 資歷 0年(2020-01-31 至今)

• Hargreaves Ian
• 資歷 2年(2018-09-28 至今)

• Mr. Hargreaves, Fund Manager — Asian Equities, joined Invesco in 1994 and has been on the IAML team since 2005. He manages pan-Asian portfolios, and is specifically responsible for covering the Hong Kong/China markets as well as markets in South East Asia, namely, Singapore, Malaysia, Thailand and Indonesia.

• Lam William
• 資歷 2年(2018-09-28 至今)

• William is a portfolio manager at Invesco Perpetual based at Henley-on-Thames, U.K. He has been with the company since May, 2006. He joined Deloitte as a chartered accountant in 1998, but always had a view to entering the fund management industry. He moved over to money management in 2001, when he joined Orbis Investment Advisory as an investment analyst. He joined Invesco in May 2006 as a portfolio manager. William has an MA in Psychology and Philosophy from Oxford University and an MSc. in Music Technology from York University. He holds the CFA designation and is also a chartered accountant.

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