基本資料

投資策略

本子基金主要係藉由投資亞太地區(不包括日本)股票與具股權性質之有價證券，例如美國存託憑證、全球存託憑證、股票選擇權、認股權證、參與憑證及分紅憑證，以獲得資本增值。

此外，本子基金亦可投資於已在股票市場掛牌之認股權證與可轉換證券。本子基金不得購買具股權性質之認股權證，但經由持有具股權性質之有價證券之發行公司之行為所取得者不在此限。

本基金至少三分之二之總資產（排除流動性資產）將投資於公司註冊地位於亞太地區(不包括日本)或其主要經濟活動在亞太地區(不包括日本)之公司之股票與具股權性質之有價證券。

基金經理人

• Liu Xiaoyu
• 資歷 3年(2015-01-01 至今)

• Xiaoyu Joined the investment industry in 2006 Joined Aviva Investors in October 2014.Prior to joining Aviva Investors Xiaoyu worked for JP Morgan Asset Management a sector specialist covering the Technology, Telecoms and Industrials sectors, more recently focusing on small and mid-sized companies across Asia. Before this, she worked for UBS as part of their Global Equity team.
  Xiaoyu graduated from the Renmin University of China, before obtaining her Masters, and subsequently her PhD, in Economics from Birmingham University. She also holds the UKSIP Investment Management Certificate and is a CFA charter holder.

• Wiltshire Ed
• 資歷 5年(2012-06-11 至今)

基金費用

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