基本資料

投資策略

透過投資不動產證券尋求總收益，著重於資本增值及即時收入。

此投資組合試圖透過主要分散投資於美國不動產投資信託發行的證券（包括可轉換債券）（「REITs」），而達到投資目標，應注意此投資組合不會直接取得任何不動產。

REITs於美國主要股票市場（包括紐約股票交易所）上市及經常交易，REITs為集合投資人資金的公司或信託，主要投資於產生收入的不動產。REITs得投資多樣化的不動產或只專門投資一種不動產，例如辦公室及工業不動產、購物中心等。

基金經理人

• Alagappan Archena
• 資歷 1年(2024-02-01 至今)

• Archena Alagappan is a Senior Vice President of the Manager. She joined the firm in 2022 and has been an Associate Portfolio Manager of the Fund since April 2024.

• Shigekawa Steve
• 資歷 18年(2006-11-08 至今)

• Steve Shigekawa, Managing Director, joined the firm in 2002. Steve is a Co-Portfolio Manager for the Real Estate Securities group. He has been a Portfolio Manager with the firm since 2005. Prior to that, he was an analyst with the firm covering REIT securities. .Previously, he was a research associate at Prudential Securities, an intern at Cohen & Steers Capital Management, and an associate at Wilshire Associates, where he spent four years. He received a BA from the University of California at Los Angeles and an MBA from New York University.

• Jones Brian
• 資歷 18年(2006-11-08 至今)

• Brian C. Jones, CFA, Managing Director, joined the firm in 1999. Brian is a Co-Portfolio Manager for the Real Estate Securities group. Previously, he was a research associate at UBS Warburg, Thornton Investment Management and The Dreyfus Corporation, where he began his career in 1993. Brian received a BA from Harvard University. He has also been awarded the Chartered Financial Analyst designation.

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