基本資料

投資策略

本永續子基金專注投資於歐元區市場高於平均收益率之歐洲股票，目標為藉此使投入資本價值得以永續成長。本子基金最低將以三分之二以上之資金投資於歐元區市場高於平均收益率之歐洲股票。

基金經理人

• Davis Robert
• 資歷 7年(2018-06-01 至今)

• Senior Portfolio Manager
  Experience since: 1997 – @ GS AM since: 2011
  2018-to date Senior Portfolio Manager on European Equity Income
  2012-to 2018 Senior Portfolio Manager within the Dividend team with focus on team’s
  Emerging Market High Dividend strategy
  2011-2012 Senior Emerging Markets Telecom Analyst
  2007-2011 Head of European Telecoms Research with boutique broker Bryan Garnier
  2000-2005 Executive Director at Lehman Brother’s European Telecoms Equity Research team, running its Wireless sector coverage
  1997-2000 Senior Manager in Corporate Finance and Investor Relations at Orange, London
  1992-1997 Graduate Management Program at British Airways, during which Robert qualified as an Accountant
  QUALIFICATIONS
  FCMA, 1995
  BA Hons in Business Studies (Finance Specialism) from Brighton Business School in 1991

• Simar Nicolas
• 資歷 26年(1999-04-08 至今)

• Nicolas Simar, Portfolio Manager, is Head of the Value team in the Equity investments department and is responsible for the value strategies. He started his career at the Banque Bruxelles Lambert Asset Management in 1996 (NN Investment Partners) as an investment manager of fixed-income.

基金費用

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