基本資料

投資策略

該子基金旨在主要透過在全球投資於相信可提供高於平均的資本回報機會的公司股票，以達致長期資本增值。該子基金最少三份二的投資會用於相信是高質素（即較其資本成本提供高回報潛力的公司）或可提供良好的價值（即在市場中價值被低估），或預期可受惠於盈利預測上調，或現時或未來的投資者需求增加的公司。此外，該子基金亦會尋求投資於預期盈利長遠可受惠於營運及結構改善的公司。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%。該子基金亦可投資於其他可轉讓證券、貨幣市場工具、衍生工具、存款及集體投資計劃的單位。該子基金可以附帶之基礎持有現金。

基金經理人

• Lambert Ben
• 資歷 0年(2025-09-01 至今)

• Ben is a portfolio manager in Ninety One’s 4Factor team and is based in London. He co-manages the European Equity and International Equity strategies.
  
  Prior to joining the firm Ben was a senior portfolio manager responsible for Europe/Sustainable Equity at Canada Pension Plan Investment Board (CPPIB) where he developed and co-managed the plan’s European equity allocation. In 2018/19 Ben also took on the role of Head of Sustainable Investing overseeing and implementing transformative changes to the plan’s ESG approach. Most recently, Ben was portfolio manager for a dedicated sustainable equity strategy where he built up an impressive track record over the last three years.
  
  Before CPPIB, Ben was a portfolio manager at Och-Ziff Capital Management and with Odey Asset Management.
  
  Ben graduated from Bristol University with a Bachelor’s degree in Politics and French.

• Hanbury Dan
• 資歷 3年(2023-05-02 至今)

• Dan is a portfolio manager in the 4Factor team at Ninety One, and is based in London. He co-manages the Global Strategic Equity strategy.
  
  Prior to joining the firm, Dan was founding partner and portfolio manager at River and Mercantile Group (R&M) and was responsible for managing a of range of portfolios, including the UK Core and Income portfolios. He worked at R&M between 2006 and 2022.
  
  Before River and Mercantile Group, Dan was a portfolio manager at Investec Asset Management (now Ninety One) between 2000 and 2006, and was responsible for the UK High Alpha and UK Smaller Companies Funds. He was also a Global Industrials and Resources analyst. Dan began his career at Schroders on their Pan-European Capital Goods Team in 1996. 
  
  Dan graduated from Loughborough University with a first class degree in Mechanical Engineering and is a member of the CFA® Institute.

基金費用

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