基本資料

投資策略

本基金的投資目標是長期資本增值。

投資管理人擬物色其認為日後從根本上波動性較低及下跌風險較小的股本證券（一般為上市股本證券，但本基金可偶爾投資於尚未上市的新興市場證券）。波動性較低的股本證券指就回報標準差等因素而言，與市場或基準相比展現出 較低波動性特征的股本證券。投資管理人利用專有風險模式、定量分析及市場研究衡量某個股本證券及本基金整體的波動性。投資管理人利用其專有風險及回報模式以及管理投資組合的判斷及經驗來建立尋求波動性最小化的基金，同時最大限度提升持倉質素。本基金將主要投資於成熟市場公司的股本證券，但本基金可購入任何國家的股本證券，包括新興市場。本基金可投資於證券，包括但不限於普通股及優先股、貨幣現貨及遠期合約、股票指數期貨、股票期權及交易所買賣基金。

基金經理人

• Suzuki Sammy
• 資歷 11年(2012-12-11 至今)

• Sammy Suzuki was promoted to Co-Chief Investment Officer of Strategic Core Equities in 2018. He has been managing the Emerging Markets Strategic Core portfolio since its inception in July 2012 and the Global, International and US portfolios since 2015. Suzuki has managed portfolios for over 13 years and emerging-markets portfolios for a decade. From 2010 to 2012 he also held the role of director of Fundamental Value Research, where he managed 50 fundamental analysts globally. Prior to managing portfolios, Suzuki spent a decade as a research analyst.

• Hargis Kent
• 資歷 11年(2012-12-11 至今)

• Kent Hargis was promoted to Co-Chief Investment Officer of Strategic Core Equities in 2018. He has been managing the Global, International and US portfolios since their inception in September 2011, and the Emerging Markets Strategic Core portfolio since January 2015. Hargis was named Head of Quantitative Research for Equities in 2009, with responsibility for overseeing the research and application of risk and return models across the firm’s equity portfolios. He joined the firm in October 2003 as a senior quantitative strategist.

基金費用

聯絡資訊