基本資料

投資策略

目標 透過資本增長隨時間增加閣下的投資價值。 在正常市場狀況下，本基金將至少80%及不少於三分之二的資產投資於在歐元區成立或有大量業務活動之公司的股本證券。此等公司可屬任何市值及行業。本基金的投資可包括可換股證券、預託證券、REIT及ETF。本基金可對任何貨幣作出投資參與。

基金經理人

• Bleeg Jane
• 資歷 1年(2022-11-16 至今)

• Birse Andrew
• 資歷 7年(2017-10-01 至今)

• Andrew Birse was appointed Portfolio Manager of European Value Equities in March 2016 and has managed the International Small Cap Equities service since its inception in 2014. He is also a Senior Research Analyst. Prior to joining the firm as a research analyst in 2010, Birse spent seven years in the Corporate Finance Group at McKinsey & Company, working in the firm’s London, Sydney and Auckland offices. He holds a BCom (Hons) in finance and a BA in history and economics from the University of Auckland, and an MSc in economics and philosophy from the London School of Economics. Location: London

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