基本資料

投資策略

透過主要投資於亞洲太平洋盆地（除日本外）的企業，以期提供長期資本增值。資產至少67%投資於亞洲太平洋盆地（除日本外）成立或於亞洲太平洋盆地（除日本外）從事其大部分經濟活動之公司（包括小型公司）的股票。子基金將其資產至少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。子基金可將淨資產最多20%投資於輔助流動資產及將資產最多20%投資於信貸機構存款、金融市場票據及貨幣市場基金，以管理現金認購及贖回以及經常性及特殊付款。如就應對極端不利市況而言屬合理，子基金可暫時將其淨資產最多100%投資於輔助流動資產作防守目的。

基金經理人

• Wong Alice
• 資歷 7年(2017-09-29 至今)

• Cox Oliver
• 資歷 9年(2016-02-15 至今)

• Oliver Cox, executive director, is a country specialist for Japan equities and a member of both the Asia Pacific Behavioral Finance Team and Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Based in Tokyo, he joined the Firm in 2007 from Macquarie Securities Japan where he was an equity analyst for three years. Prior to this, he worked with Mitsubishi Electric as a communication manager for a year. Oliver obtained a B.Sc. (Hons) in Psychology from the University of Manchester, UK.

• Davids Mark
• 資歷 15年(2009-09-09 至今)

• Mark Davids, managing director, is a regional specialist for Asia Pacific Behavioural Finance and head of the Team with the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Hong Kong. In 2007, Mark relocated from London to Tokyo to head the Behavioural Finance investment desk in Japan, and subsequently relocated to Hong Kong in 2009 to expand the process into the Asia Pacific Region. Prior to this he was a senior portfolio manager for European equity team within the JPMorgan Asset Management European Equity Group. An employee since 1997, Mark was previously a pan-European investment analyst. Prior to this, he worked at the European Commission. Mark obtained a B.A. (joint Hons) in History and German from the University of Manchester and earned an M.Sc. in International Political Economy from the London School of Economics. He is also a CFA charterholder

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