基本資料

投資策略

本子基金最多得將其資產價值的 100%，直接或透過金融衍生性工具之使用，投資於涉及併購活動、收購、公開收購或其他公司活動的企業之股票投資組合及股票連動證券。倘若併購是採換股交易或現金及換股交易，則本子基金得持有收購企業的放空部位(透過金融衍生性工具之使用)。本策略將專注於全球已開發市場的股票。

基金經理人

• Müller Matthias
• 資歷 1年(2020-08-17 至今)

• Dr. Matthias Mueller is a Managing Director and CIO of the Multi Asset - Active Allocation team. The team was formed in 2005 and since then has experienced strong growth in assets under management. The team specializes in dynamic asset allocation strategies, predominantly for large institutional investors. As a senior portfolio manager, Matthias used to manage various institutional mandates as well as funds for unit-linked insurance products. 
  Before joining the Multi Asset - Active Allocation team, Matthias was responsible for asset allocation and risk management at Allianz Global Investors’ balanced team from 2002 to 2005 and worked as a senior investment strategist at Allianz Asset Management from 1998 to 2002. He started working in the industry in 1995 as an European equity portfolio manager at Allianz Sachversicherungs-AG. 
  Matthias holds a doctorate in monetary economics from J. W. Goethe University in Frankfurt.

• WEINBERG Sascha
• 資歷 1年(2020-08-17 至今)

• IANES BARBOSA Claudia
• 資歷 1年(2020-08-17 至今)

基金費用

聯絡資訊