基本資料

投資策略

透過主要投資於新興市場公司的派息股票證券，以期提供收入，並參與長期資本增值。主要投資範圍：資產至少67%投資於在新興市場國家成立，或於 新興市場國家從事其大部分經濟活動之公司的派息股票。 子基金可能投資於小型公司。 子基金可透過中華通計劃投資最多達其資產之20%於中國A股。 資產至少51%投資於遵循良好管治常規且具有正面的環境及／或 社會特徵（透過投資經理人的專有ESG評分方法及／或第三方數 據衡量）的公司。 子基金將資產（不包括輔助流動資產、信貸機構存款、金融市場 票據、貨幣市場基金及為有效組合管理而使用的衍生工具）至少 10%投資於可持續金融披露規例下界定的有助於實現環境或社會 目標的可持續投資。

基金經理人

• Thong Isaac
• 資歷 4年(2020-06-17 至今)

• Isaac Thong, vice president, is a portfolio manager for the Emerging Markets and Asia Pacific (EMAP) Income and Total Emerging Markets strategies within the EMAP Equities team, based in London.Isaac was previously a country specialist for Vietnam and Thailand equities and a member of the ASEAN team within the EMAP Equities team based in Singapore. Isaac joined the Firm in 2013 from Maybank Asset Management where he was a senior investment analyst covering South Asian equities within the commodities space. He began his career in 2009 with ANZ Banking Group as an economic analyst for the Asia ex-Japan region. Isaac obtained a Bachelors of Commerce degree from McGill University and is a CFA Charterholder.

• Roskell Jeffrey
• 資歷 8年(2016-07-01 至今)

• Jeffrey Roskell, managing director, is a regional specialist for Asia Pacific inc-Japan equities with the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Hong Kong. He joined the Firm in 1997 as an investment manager with the Global Equities Team (previously known as the Global Portfolios Group) in Hong Kong and then transferred to manage Asia specific portfolios in 2000. He joined the industry in 1992 as a graduate trainee with Prudential Portfolio Managers Limited in London and subsequently specialized in managing portfolios invested in Continental European equities. Jeffrey obtained an M.A. in Economics from Cambridge University and an Investment Management Certificate from the London Business School.

• Negyal Omar
• 資歷 11年(2012-12-11 至今)

• Omar Negyal, executive director, is a portfolio manager within the Emerging Markets and Asia Pacific Equities Team, based in London. An employee since 2012, Omar joined the firm with 14 years of experience in Emerging Markets gained through previous analyst and portfolio management roles at HSBC Global Asset Management, Lansdowne Partners and F&C Asset Management. Omar has an MA, MEng in Chemical Engineering from the University of Cambridge and is a CFA Charterholder.

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