基本資料

投資策略

本基金具體旨在但不限於符合以香港為基地的退休計劃之投資規定，並按此度身訂造投資目標和政策，即是以港元計算，謀取每年回報率比香港工資通脹高出2%長線回報。為了實現投資目標，本基金將持有一個多元化的投資組合，由亞洲、國際股票市場和定息證券所組成。此外，本基金亦可根據市場情況，在其認為適當的情況下投資於現金和貨幣市場工具。

基金經理人

• Leung James
• 資歷 3年(2019-01-01 至今)

• James is Head of Barings Asia Asset Allocation and a member of the Strategic Portfolio Group, the company’s global macro research and asset allocation team. He joined Barings in 2017 from Credit Suisse where he was Head HK - Multi Asset Class Solutions. He was also a voting member of the Credit Suisse APAC Investment Committee and a voting member of the Bank Governance Committee. He graduated with a BSc in Quantitative Economics from the University of Toronto and an MBA Investments from the University of Hull. In terms of professional qualifications, he is a charter holder of CFA and CAIA.

基金費用

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