基本資料

投資策略

子基金力求透過投資於在拉丁美洲各經濟體系營運的公司發行的股票及股票相關證券，達到優厚的回報率。子基金將其總資產至少三分之二投資於在巴西、墨西哥、智利、阿根廷、秘魯、委內瑞拉及哥倫比亞註冊或其大部分商業活動在該等國家進行的公司之可轉讓證券。子基金可將餘下的三分之一投資於不符合上述規定的可轉讓證券，包括投資於其他拉丁美洲國家。

基金經理人

• Shumelda Taras
• 資歷 3年(2022-10-01 至今)

• TARAS SHUMELDA
  Senior Vice President, Portfolio Manager, Global Equities
  PineBridge Investments, New York
  
  Mr. Shumelda joined the firm in 2015 and is responsible for contributing to the management of the firm’s Global Emerging Market, Emerging Europe, and Global Focus strategies. Prior to joining PineBridge Investments, Mr. Shumelda served as Senior Investment Analyst – Emerging Markets at Ashmore where he covered Emerging Europe and Africa as a generalist as well as Emerging Market Oil and Gas as a specialist for the firm’s $4bn in GEM strategies for over three years. Prior to his tenure at Ashmore, Mr. Shumelda spent 12 years at American Century Investments as a Senior International Analyst where he was responsible for coverage of EMEA and Latin America. Mr. Shumelda holds a Bachelor of Science in Business Administration from Mansfield University and a Master of Science in Business Administration from Bucknell University. He is also fluent in Ukrainian and Russian.

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