基本資料

投資策略

此子基金主要投資於俄羅斯股票。若有利的投資機會出現，此基金亦可投資於其他金融工具。基金的投資組合包括兩個部分：核心投資組合和精選投資組合。其中

核心投資組合採用積極型管理，一般投資於包含在基準指數內的大盤股，以確保足夠的市場流動性。精選投資組合則一般投資於未包含在基準指數內的中盤股和小

盤股，借助本地研究能力的支持，通過股票選擇來實現價值增益。此基金的投資顧問為總部設在聖彼德堡的法國巴黎投資TKB基金公司。投資於本基金，須承受俄羅

斯盧布的貨幣風險。基金經理可使用金融衍生工具來承擔市場風險或對沖股票。

基金經理人

• Fredrikson Dan
• 資歷 2年(2020-01-20 至今)

• Dan Fredrikson is a senior portfolio manager that focuses on Nordic Equities, he manages among other funds our Nordic Small Cap strategy. Fredrikson has worked in the industry for over 30 years, and has been with Alfred Berg since 2002. He previously worked at Länsförsäkringar Kapitalförvaltning AB where he was a portfolio manager, and has a master's degree in economics from Stockholm University.

• Wandrell Mats
• 資歷 2年(2020-01-20 至今)

• Mats Wandrell is a senior portfolio manager and has worked at Alfred Berg since 2015. He has worked in the industry since 1995 and has previous experience as a portfolio manager at the Bank of Ålands, Swedbank and Nordea. He has also co-founded EME Partners, a hedge fund with a focus on Eastern Europe. Wandrell has a Bachelor in Economics from Stockholm University, he is also a certified financial analyst (AFA/CEFA) from the Stockholm School of Economics.

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