基本資料

投資策略

本基金尋求提供長期資本增值。

本基金將其資產淨值最少三分之二投資於在以下一個或多個國家，包括中國、香港、印尼、馬來西亞、菲律 賓、新加坡、南韓、台灣、印度、泰國、澳洲及新西蘭註冊成立或進行大部分經濟活動的公司再受監管市場上市或 買賣的股本證券，惟須受上述國家對外國投資者施加的適用限制所規限。此外本基金亦可不時投資於駐於巴基斯坦 及斯里蘭卡的公司之股本證券。副投資經理致力透過選擇投資於(a)在其專有證券風險評估過程中被識別為風險總額 低於有關股票市場整體風險及(b)已展現具吸引力股息、高股息增長率及充裕現金流支持該等股息的證券，以管理本 基金的波幅。於選擇組合證券時，副投資經理可考慮其他非量化因素，包括副投資經理對宏觀經濟前景的觀點。

基金經理人

• Floyd Christopher
• 資歷 19年(2004-02-25 至今)

• Christopher W. Floyd, CFA
  Member of the Portfolio Management team.
  Formerly a developed markets Senior Portfolio Manager at Batterymarch Financial Management from 2012 to 2014. At Batterymarch, he also served as a Portfolio Manager from 2003 to 2012 and and Quantitative Analyst from 2000 to 2003. Prior to joining Batterymarch, he performed market analysis at Urban & Associates and worked with retirement plans at Bay State Federal Savings Bank.
  Education: BA in Economics from Dartmouth College; MBA from Cornell University.

• Giroux Joseph
• 資歷 19年(2004-02-25 至今)

• Joseph S. Giroux
  Member of the Portfolio Management team.
  Formerly a developed markets Portfolio Manager at Batterymarch Financial Management from 2012 to 2014. Prior to joining Batterymarch, he managed both US and non-US assets for 5 years at several firms—Golden Capital Management, Wells Capital Management and Evergreen Investments—that were affiliated with or acquired by Wells Fargo. He also served as a Portfolio Manager at TriPoint Asset Management and The Boston Company Asset Management.
  Education: BS in Computer Science from New England Institute of Technology.

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