基本資料

投資策略

該基金的目標，是透過主要（該基金最少70%的資產淨值）投資於環球股票以達致上升收入水平與長期資本增值。為了達致此項目標，投資經理亦可納入彼等認為恰當的投資項目，包括可轉讓證券、貨幣市場工具、認股權證、集體投資企業、存款及其他獲准投資。

基金經理人

• Dowling Joe
• 資歷 2年(2023-02-28 至今)

• Joe is a fund manager for the Henley-based Global Equities team, managing portfolios in the global founders & owners and global equity income & growth strategies.
  
  After working for Invesco over two separate internships whilst studying at Bath University, Joe returned to work as an analyst for the Henley-based Global Equities team full-time in July 2013. During his internship, he rotated through the Henley investment community’s global equity, global equity income and global smaller companies groups.
  
  Joe holds a BSc in Business Administration from the University of Bath and the Investment Management Certificate from the CFA Society of the UK.

• Anness Stephen
• 資歷 5年(2019-12-31 至今)

• Stephen joined Invesco in July 2002 where he began his investment career. After graduating he joined Invesco Perpetual as a Trainee Analyst. Since then, Stephen’s role has developed as he gained more experience. Having come through the ranks of the UK Equities team, absorbing its methodology and approach, Stephen became a fully fledged fund manager in September 2004 managing the UK portion of a variety of Pan European mandates.

基金費用

聯絡資訊