基本資料

投資策略

本附屬基金的投資政策，乃透過將附屬基金資產投資於環球股市以提供長期資本增值，並以小型公司（「小型股」）為重點。

基金經理人

• 陳 嘉鴻
• 資歷 1年(2022-04-30 至今)

• Raymond Chan is responsible for all investment professionals in Asia ex-Japan, reporting to the Global CIO in London, and is the Chairman of the Hong Kong Balanced Investment Committee in Hong Kong. Raymond has overall responsibility for the investment process and performance and is a full member of the Global Equity Team. He has over eighteen years of portfolio management experience in the region and is the lead manager for RCMs Core Regional (Asia Pacific ex-Japan equity) and Korean equity products. He is a CFA charterholder and holds an M.A. and a B.A. (Hons).

• Winchester Stuart
• 資歷 1年(2022-04-30 至今)

• 學歷:畢業於美國國際管理學院並取得國際管理碩士學位
  經歷:RCM資深基金經理，1992 年加入RCM。領有特許財務分析師執照，專研亞洲股市。目前為德盛安聯全球股票研究團隊以及香港環球均衡投資組合小組成員。

• Mehrmann Bjoern
• 資歷 10年(2013-06-18 至今)

• Bjoern Mehrmann is a portfolio manager with Allianz Global Investors, which he joined in 2001. He is a member of the European & German Mid/Small Caps team. Mr. Mehrmann has 16 years of investment-industry experience. He has a B.S. in computer science from James Madison University and a master´s in business administration from EBS International University Schloss Reichartshausen, Germany.

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