基本資料

投資策略

本基金旨在透過投資位於新興市場國家之公司的股票和股權相關證券，以提供資本增值。

本基金將最少三分之二的資產投資於位於新興市場國家之公司的股票和股權相關證券所組成的一個多元化投資組合。本基金列入「計量股票基金」系列，是以由下至上的方式管理。透過對不同國家、行業和個別 投資進行分析，對某國家、行業和個別投資作出偏重或偏低於基準指數的投資部署。「計量股票（QEP）」指計量股票產品。

基金經理人

• Langford Stephen
• 資歷 3年(2022-04-01 至今)

• Stephen joined Schroders in 2003 as a Senior Analyst and Portfolio Manager and has played a critical role in all parts of the QEP investment process since this time. In 2019, in addition to his Portfolio management responsibilities he became QEP Co-Head of Research with main focus on researching enhancements to the QEP investment process. Stephen’s investment career commenced at Quaestor Investment Management in 1999, where he was as a senior research manager and portfolio manager of a Japanese market-neutral fund.

• Kamblevicius Lukas
• 資歷 3年(2022-04-01 至今)

• Lukas joined the QEP Investment Team in 2017. Prior to this Lukas spent ten years with State Street Global Advisors where he was a Senior Portfolio Manager, focusing on absolute return and benchmark agnostic equity strategies. Lukas’ investment career commenced in 2005. He holds a BA (Hons) in Business Administration from the International University Concordia Audentes, Estonia, and an MSc (Merit) in Investments from the University of Birmingham. He is also a CFA Charterholder.

基金費用

聯絡資訊