基本資料

投資策略

本基金現行之投資流程採用品質及成長架構，以發現具吸引力價值之企業，因境外基金管理機構認為，尋找具有卓越和可持續成長潛力的公司，並聚焦其投資組合於偏重成長風格的企業，可為本基金提供長期成長的前景且符合投資人的利益，故修訂本基金投資目標。 鑑於變更投資目標，本基金的投資政策將自生效日起作出修改，以訂明本基金之資產(不包括現金及現金等價物)至少67%將投資於偏重成長風格之股票組合且本基金可能集中投資於有限數量的證券。

基金經理人

• Tanna Rajesh
• 資歷 1年(2022-12-30 至今)

• Rajesh Tanna, Managing Director, is a portfolio manager for the J.P. Morgan Asset Management European Equity Group – Europe Research Driven Process (RDP) Team. Raj moved to J.P. Morgan Asset Management from J.P. Morgan Private Bank in September 2016, where he was also a European equity portfolio manager. An employee since 2011, Raj joined the Private Bank as a European Equity Strategist. Previously, Raj worked as a long-only European equity portfolio manager for 11 years predominantly with Credit Suisse, where he also held a position as a risk manager. Raj also spent 18 months as a portfolio manager with a small asset management boutique, FOUR Capital. Raj holds a BA in Economics and International Studies, and a Master's degree in Management Science and Operational Research, both from Warwick Business School. He is a CFA Charterholder.

• Keen Caroline
• 資歷 4年(2020-01-31 至今)

• Caroline Keen, vice president, is a portfolio manager in the International Equity Group, based in London. Caroline is responsible for global equity strategies including Global Unconstrained. Prior to joining JP Morgan, Caroline spent a decade at Newton Investment Management, where she was a port-folio manager on the Emerging Markets and Asia equity team with responsibility for Asia Pacific ex Japan Portfolios. She began her career at BlackRock. Caroline joined our team in 2019 and holds a B.A. degree in Politics, Philosophy and Economics from St. John's College, Oxford. She is a CFA charterholder.

• Stanic Alex
• 資歷 6年(2017-08-24 至今)

• Alex Stanic, managing director, is a portfolio manager in the International Equity Group, based in London. Alex is responsible for global equity strategies including Global Unconstrained. Prior to join-ing JP Morgan, Alex was Head of Global equities at River & Mercantile Asset Management, having founded the division in 2009. Previously, Alex spent over a decade at Newton investment manage-ment, where he led the global team, and founded the Global Opportunities strategy. He began his career on the European equity team at Cazenove. Alex joined the team in 2015, and holds an MA in Economic & Social Geography from Edinburgh University.

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