基本資料

投資策略

中線而言，藉由主要投資於全球股票以提升資產價值。



子基金時刻把其最少 75%的資產投資於由基本面投資流程選取的公司所發行的股票及／或等同股票的有價證券。 子基金亦可把其餘資產（即最多 25% 的資產）投資於任何其他可轉讓有價證券(包含 P-票券)、貨幣市場工具、衍生性金融工具或現金，並可把不 多於 15%的資產投資於任何種類的債務證券，以及把不多於 10%的資產投資於 UCITS 或 UCI。

基金經理人

• Grant Nadia
• 資歷 2年(2022-04-04 至今)

• Nadia Grant joined the company in 2014 as a portfolio manager within the US Equities team and became Head of US Equities, EMEA in July 2017. She manages the Threadneedle American Fund as well as a number of institutional portfolios. Nadia also contributes to the team’s macroeconomic and thematic research.
  
  Prior to joining the company, she worked for 13 years at JP Morgan Asset Management. She worked as a portfolio manager in various teams, managing European, American and Global strategies.
  
  Nadia has a Master’s degree from Reims Business School (Neoma) and also holds the Chartered Financial Analyst designation.

• Hobster Birgitta
• 資歷 4年(2019-12-25 至今)

基金費用

聯絡資訊