基本資料

投資策略

根據環境及社會特點投資於亞洲市場（中華人民共和國（「中國」）除外）的股票，以達致長期資本增值。在此背景下，本附屬基金透過採用可持續發展關鍵績效指標策略（相對）（「關鍵績效指標策略（相對）」），以尋求減少本附屬基金投資組合的溫室氣體排放量（「溫室氣體」）（以加權平均溫室氣體強度（以銷售額計）量度，計算方法見下文），其須在同期低於本附屬基金指標指數（載於下文）最少20%（「可持續發展關鍵績效指標」）。

基金經理人

• Zhang Yu
• 資歷 0年(2025-03-28 至今)

• Yu Zhang is a Portfolio Manager at Matthews. He manages the firm’s Asia Dividend and Asia ex Japan Dividend Strategies, and co-manages the China Dividend Strategy. Prior to joining the firm in 2007 as a Research Associate, Yu was an Analyst researching Japanese companies at Aperta Asset Management from 2005 to 2007. Before receiving a graduate degree in the U.S., he was an Associate in the Ningbo, China office of Mitsui & Co., a Japanese general trading firm. Yu received a B.A. in English Language from the Beijing Foreign Studies University, an M.B.A. from Suffolk University and an M.S. in Finance from Boston College. He is fluent in Mandarin.Yu has been a Portfolio Manager of the Matthews Asia Dividend Fund since 2011 and of the Matthews China Dividend Fund since 2012.

• Leung Chris
• 資歷 5年(2020-01-01 至今)

• Chris is a Senior Portfolio Manager, with responsibility for Asia and Korean equity portfolios. He rejoined AllianzGI in 2014. Chris was previously with the group from April 2001 to March 2006 where he managed the Korean equity mandates, pan-regional strategies and provided support to the regional portfolio management team. Prior to re-joining, Chris specialised in long-short equity investments in Korea and Hong Kong/China at LAPP Capital. Before April 2001, Chris spent six years with AXA Investment Managers (HK) working as an Asian research analyst and Korea equity portfolio manager. Chris is a CFA charter holder and holds both a Masters of Business Administration and a Bachelor of Applied Science in Civil Engineering from the University of British Columbia in Canada.

• Pong Ho Yin
• 資歷 5年(2020-01-01 至今)

• Ho Yin joined the firm in 2000 and is currently the lead portfolio manager with responsibilities for India, Indonesia and Thailand equity portfolios. Ho Yin joined the group as a Portfolio Analyst. He initially worked in the quantitative area, where he was involved in developing and applying stock screening tools, building model portfolios and developing the performance measurement methodology, before progressing on to portfolio-related duties for regional institutional accounts. Ho Yin attained an M.A. degree in Statistics and Finance from Columbia University.

基金費用

聯絡資訊