基本資料

投資策略

本子基金得投資於可轉讓證券(包括可轉讓證券認購權證，最高可達子基金淨資產之10%)、債券、股票、貨幣市場工具、144 A 私募型可轉讓證券、UCITS（可轉讓證券集合投資企業）及其他UCI（集合投資企業）單位以及存款。然而，投資於資產基礎證券不得超過20%；投資於UCITS及UCI合計則不得超過淨資產之10%。

為了實現投資目標，本子基金亦可藉助於包括但不限於下列各種衍生性金融工具：可轉讓證券或貨幣市場工具之選擇權及期貨、指數期貨及選擇權、期貨、選擇權及利率交換契約、績效交換、信用違約交換、遠期貨幣契約及貨幣選擇權。本基金亦得從事借券和附買回交易。

基金經理人

• Forlini Federico
• 資歷 4年(2020-02-01 至今)

• Franklin Marc
• 資歷 5年(2019-05-01 至今)

• Marc Franklin joined Henderson Global Investors in 2011 as an Associate Fund Manager focusing on Asia Pacific ex Japan equities. His career began in 2004 with McKinsey & Company as a Business Analyst where he undertook strategic and operational advisory and analytical work for clients across a range of industries. In 2007, Marc commenced his fund management career with Nevsky Capital LLP, a leading global emerging markets long-short and long-only equities fund manager, as a Junior Fund Manager with a primary focus on the Emerging Asia ex-Japan region. Marc graduated with an honours degree from Oxford University in Philosophy, Politics and Economics. Marc also holds the Investment Management Certificate.

• Borst Jesse
• 資歷 6年(2017-11-01 至今)

基金費用

聯絡資訊