基本資料

投資策略

本基金的目標，是透過將總資產（經扣除附屬流動資產後）的最少70%投資於歐洲新興市場公司的股票及股票相關證券（不包括可轉換債券或附認股權證債券），以達致長期資本增值。

本基金可將合共不超過30%的總資產投資於現金與等同現金、貨幣市場工具、任何不符合上述規定的公司或其他實體所發行的股票及股票相關證券或投資於世界各地發行機構所發行的債務證券（包括可轉換債券）。

基金經理人

• Mason Nicholas
• 資歷 7年(2013-10-31 至今)

• Based in Henley-on Thames, Nicholas joined Invesco in September 2006 as a senior anlayst/trainee fund manager within the Emerging Markets Equities team, specialising in Latin America, taking on fund management responsibilities within the team in August 2008. Nicholas began his investment career in the Global Growth Equities division at Putnam Investments in 1999, supporting a team of fund managers with equity reserach and portfolio analysis. From 2003, he worked as an investment strategist in the Development Department of the Scottish Executive, where he developed a strategic investment framework for the allocation of housing and area regeneration funds. Nicholas graduated with a BSc in Political Science from the Massachusetts Institue of Technology(MIT) and an MSc( Research) in Political and Social Studies from the University of Edinburgh. He also holds the IMC qualification from the CFA Society of the UK.

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