基本資料

投資策略

主要透過投資於具吸引力的盈利和持續派發股息的歐洲公司的股票和與歐洲公司股票相關的證券,以獲取理想的總回報。

基金經理人

• Barr Roberta
• 資歷 1年(2021-10-29 至今)

• Roberta Barr is a fund manager in Schroders Global Value team who manage income, recovery and sustainable strategies across four geographies: UK, European, global and emerging markets. Roberta co-manages the Global Sustainable strategy and is Head of Value ESG, responsible for developing ESG within the team’s investment process and new sustainable products. She has managed value portfolios since 2021 and joined Schroders Global Value team in 2017 initially as an analyst. Roberta began her career at Schroders in 2016 as a Quantitative Equity Products analyst. Qualifications: Degree in Mathematics from Oxford University.

• Evans Andrew
• 資歷 7年(2016-04-30 至今)

• 學歷: Exeter University 經濟學學士。
  
  經歷: 於 2015 年加入施羅德。現任施羅德的基金經理，負責共同管理施羅德環球基金系列-歐洲價值股票、施羅德環球基金系列-歐洲收益股票和施羅德環球基金系列-歐洲股息增值。 2001  2015 年擔任 Threadneedle 和 Dresdner Kleinwort 分析師，分別負責英國研究和泛歐洲運輸業。
  
  相關資格：特許財務分析師。

基金費用

聯絡資訊