基本資料

投資策略

該子基金旨在透過積極管理的多元投資組合(包括全球的定息證券、可換股證券、股票證券、貨幣市場工具、存款及衍生工具的不同投資組合)，提供長線收益及資本增長。在一般情況下，股票投資最多佔該子基金75%。該子基金可投資於中國大陸以內任何合資格市場所發行的債務證券，包括中國銀行間債券市場，並透過但不限於合格境外投資者「QFI」、中國銀行間債券市場直接投資及債券通進行交易。該子基金可投資於由中國大陸公司發行的股份，包括但不限於B股、H股及中國A股（可能包括但不限於透過滬港通／深港通及QFI交易的中國A股）。該子基金對中國大陸的投資將被限制於最多可佔其淨資產的20%。

基金經理人

• Knee David
• 資歷 0年(2025-10-01 至今)

• David joined Prudential Portfolio Managers SA, as Head of Fixed Income in January 2009. David worked at Prudential in South Africa in 1999 and 2000, and was responsible for establishing our current fixed interest process. 
  
  Prior to Prudential, he was the senior fixed interest portfolio manager in the London office of M&G Investments. David joined M&G in 1997 as member of the fixed income team, specialising in UK and Global bond portfolios. Before joining M&G, David worked for Hill Samuel Asset Management as a fixed income fund manager, managing both life and pension funds for a variety of clients. 
  
  David graduated from the London School of Economics with a BSc in Economics and from Birkbeck College with an MSc in Economics. He is an Associate of the Institute of Investment Management and Research.

• Holroyd-Jones Alex
• 資歷 2年(2024-01-02 至今)

• Alex is a portfolio manager in the Multi-Asset team at Ninety One. Alex’s research responsibilities include macro, fixed income and currency. Prior to joining the firm in 2013 he worked on the Crude Oil and Products finance desk at ConocoPhillips, with a focus on derivatives. Alex graduated from Loughborough University with a first class Bachelor of Science (Hons) degree in Business Economics and Finance. Alex is also a Chartered Financial Analyst (CFA®) Charterholder.

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