基本資料

投資策略

本基金主要投資於紐約證券交易所買賣的大型美國公司，取得資本增值，但亦會投資於美國證券交易所及NASDAQ上市的較型美國公司。本基金原名為美國藍籌基金。

基金經理人

• Nott William
• 資歷 1年(2024-04-02 至今)

• William is a portfolio manager in Ninety One’s Quality investment team, based in London. He is co-portfolio manager of the American Franchise Strategy. In addition, he is responsible for global equity idea generation and research.
   
  Prior to joining the firm, William worked at Allianz Global Investors as a pan-European equity analyst. 
  
  William graduated from the University of Cambridge with a Bachelor of Arts (Hons) degree in Economics. He holds the Certificate in ESG Investing and is a CFA® Charterholder.

• Vincent Paul
• 資歷 5年(2019-11-29 至今)

• Paul is a portfolio manager in Ninety One’s Quality investment team, based in London. He is co-portfolio manager of the American Franchise strategy and portfolio manager of the Global Franchise strategy. In addition, he is responsible for managing the research process for all of the Quality team’s global strategies, as well as global equity idea generation and research. 
  
  Paul joined the Quality investment team in 2013. Prior to this, he was a Senior Manager in Ninety One’s Investment Operations team.
  
  Paul graduated from the University of Surrey in 2010 with a first-class Bachelor of Science (Hons) degree in Business Management. During his studies, Paul completed a 14-month industrial placement at UBS Global Asset Management, with responsibilities covering client reporting and data management. Paul is also a CFA® Charterholder and holds the Investment Administration Qualification (IAQ) and Investment Management Certificate (IMC).

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