基本資料

投資策略

本基金主要投資於其登記營業所位於參與歐元區之國家之公司股票及參與憑證，亦包含相關之可轉換債券及附認股權證債券。

本子基金投資政策係於符合投資原則架構下，主要透過於歐元區股票市場以創造長期資本增值。為此目的，投資經理於選取股票時，將併同考量本子基金資產已持有之所有股票，使股票投資組合以成長股票為主。本子基金至少75%的子基金資產投資於公司股票及參與憑證，且其登記營業所設於歐元區之國家。此外，本子基金最多得將20%之資產投資於登記營業所位於有參與匯率機制II(ERM II)國家之公司的股票及參與憑證。而投資於前述股票及參與憑證外之股票、參與憑證或認股權證，則不得超過10%。

基金經理人

• Valkova Darina
• 資歷 3年(2020-05-12 至今)

• Hildebrand Andreas
• 資歷 6年(2017-06-01 至今)

• Andreas Hildebrand is a Portfolio Manager and Director with Allianz Global Investors, which he joined in 2007. He is Lead Portfolio Manager for the Euroland Equity Growth strategy, Deputy Portfolio Manager for the Europe Equity Growth Select strategy, and became Co-Deputy Portfolio Manager of the Global Equity Growth strategy in 2020. Andreas previously worked in the firm’s Equity Research department, covering European Healthcare. He has 12 years of investment industry experience. Andreas has a Master’s degree in Economics from Ludwig Maximilians University, Munich, with additional studies at University Libre de Bruxelles and Solvay Business School. He is a CFA charterholder.

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