基本資料

投資策略

本基金尋求提供長期資本增值。

本基金在任何時候將其資產淨值最少三分之二投資於在受監管市場上市或買賣及在歐洲 (包括但不限於奧地 利、比利時、丹麥、芬蘭、法國、德國、希臘、匈牙利、愛爾蘭、意大利、荷蘭、挪威、波蘭、葡萄牙、西班牙、 瑞典、瑞士及英國) 註冊成立或進行大部份經濟活動的公司的股本證券。本基金將其資產淨值最多20%投資於註冊 地點或進行主要業務活動地點位於歐洲新興市場的公司的股本證券。本基金可投資於在廣泛或某特定地區的一個或 數個國家，而本基金的投資一般會分散涵蓋多個行業，儘管大部份可能投資於相同商業界別經營的公司。本基金可 投資於任何市值規模的發行人。

基金經理人

• Floyd Christopher
• 資歷 2年(2020-10-01 至今)

• Christopher W. Floyd, CFA
  Member of the Portfolio Management team.
  Formerly a developed markets Senior Portfolio Manager at Batterymarch Financial Management from 2012 to 2014. At Batterymarch, he also served as a Portfolio Manager from 2003 to 2012 and and Quantitative Analyst from 2000 to 2003. Prior to joining Batterymarch, he performed market analysis at Urban & Associates and worked with retirement plans at Bay State Federal Savings Bank.
  Education: BA in Economics from Dartmouth College; MBA from Cornell University.

• Giroux Joseph
• 資歷 9年(2013-10-31 至今)

• Joseph S. Giroux
  Member of the Portfolio Management team.
  Formerly a developed markets Portfolio Manager at Batterymarch Financial Management from 2012 to 2014. Prior to joining Batterymarch, he managed both US and non-US assets for 5 years at several firms—Golden Capital Management, Wells Capital Management and Evergreen Investments—that were affiliated with or acquired by Wells Fargo. He also served as a Portfolio Manager at TriPoint Asset Management and The Boston Company Asset Management.
  Education: BS in Computer Science from New England Institute of Technology.

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