基本資料

投資策略

子基金的唯一目標，即是藉由對歐洲小型企業為主的投資標的進行投資進而取得長期之資本增值，此處所謂小型企業是指按總市值計算，處於全體上市股票最下方三分之一的個股，但子基金亦可能酌量投資於中、大型企業，以強化基金變現能力。

基金經理人

• Olsen John
• 資歷 4年(2016-07-11 至今)

• John William Olsen, a Danish national, has been the manager of the M&G Positive Impact strategy since launch in November 2018. Two years later, John William became deputy manager of the M&G Climate Solutions strategy upon launch. He joined M&G in April 2014 and was appointed manager of the M&G Global Select and M&G Pan European Select strategies in July 2014 and, two years later, deputy manager of the M&G Pan European Select Smaller Companies strategy. John William joined M&G from Danske Capital, where from 2002 he had managed non-domestic equity portfolios, including the Global Stock Picking, Global Select and European Select strategies. He joined Danske Capital in 1998 as a fund manager on the domestic Danish equities team, and in 2000 also became a global sector analyst focusing on technology and telecommunications stocks. John William gained a BA in business economics and then an MSc in finance and accounting from Copenhagen Business School.

• Oliveros Michael
• 資歷 5年(2015-12-31 至今)

• Michael Oliveros joined M&G in June 2011 as an analyst and since 2013 has worked as a manager and deputy manager of various equity strategies, including the Pan European Select Smaller Companies strategy and the Global Select strategy. Michael previously worked at Credit Suisse for six years, three of these as the market strategist and head of custom solutions in the HOLT group. Prior to Credit Suisse, he worked as an investment banking associate at Valuemetrics Advisors and as a management consultant at SCA Consulting. Michael graduated from the University of Illinois at Urbana-Champaign in 1998 with a BS in finance, minoring in technology and management. He is a CFA charterholder.

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