基本資料

投資策略

環球小型企業基金以盡量提高總回報為目標。基金將不少於

70%的總資產投資於全球各地較小市值公司的股本證券。較

小市值公司指於購入時在全球股票市場的市值排名位於最低

的20%的公司。雖然基金的大部份投資料會集中於全球已發

展市場的公司，但仍可投資於全球的新興市場。貨幣風險將靈

活管理。

基金經理人

• Franklin Kevin
• 資歷 6年(2017-05-08 至今)

• Kevin Franklin, Managing Director, is a member of BlackRock's Systematic Active Equity Investment Group. He is responsible for BlackRock's Global Equity Strategies. Mr. Franklin rejoined the firm in 2010, building on five prior years of service with Barclays Global Investors (BGI), which merged with BlackRock in 2009. He joined BlackRock after a year as head of Automated Trading at Marble Bar Asset Management in London, where he was responsible for MBAM's European systematic equity long-short product. At BGI, his previous roles include head of Portfolio Management for The 32 Capital Fund equity long-short strategy, as well as head of Market Neutral, Europe Active Equities. Prior to joining BGI, Mr. Franklin was a portfolio manager and trader at Horizon Asset Limited. Mr. Franklin earned a BS degree in applied physics and history from the California Institute of Technology in 2000.

• Savi Raffaele
• 資歷 6年(2017-05-08 至今)

• Raffaele Savi, Managing Director, is Co-CIO of Active Equity and Co-Head of Systematic Active Equity (SAE). He is responsible for BlackRock's North American, European, and Developed Market Equity Strategies. He is a member of the Global Operating and Human Capital Committees. Prior to moving to his current role in 2010, Mr. Savi was the investment lead for the US Equity team within the Scientific Active Equity group. Mr. Savi's service with the firm dates back to 2006, including his years with Barclay's Global Investors (BGI), which merged with BlackRock in 2009.

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