基本資料

投資策略

基金旨在透過投資於世界各地（可包括新興市場）公司的普通股，以達致資本長期增長。

基金經理人

• Collette Patrice
• 資歷 2年(2021-12-01 至今)

• Patrice Collette is an equity portfolio manager at Capital Group. He has 27 years of investment experience and has been with Capital Group for 22 years. Earlier in his career at Capital, Patrice was an equity investment analyst and covered health care supplies, devices and service companies, as well as chemicals and insurance companies for Europe. Prior to joining Capital, he worked at two private banking firms, Lombard Odier & Cie and Banque Syz & Co. He holds an MBA from INSEAD, France, and holds degrees from the Graduate Institute of International Studies in Geneva and from the Universities of Lausanne and Geneva. He also holds the Chartered Financial Analyst® designation. Patrice is based in Singapore.

• Burtin Barbara
• 資歷 2年(2021-12-01 至今)

• Barbara Burtin is an equity portfolio manager and research director at Capital Group. As an equity investment analyst, she covers European and Latin American banks and bank outsourcing providers, globally. She has 13 years of investment experience, all with Capital Group. Prior to joining Capital, Barbara worked in business development for Capital One Financial in the United States, France and Italy. She also brings a variety of other international business experiences, including entrepreneurship and management consulting. She holds an MBA with honors from the Wharton School of the University of Pennsylvania and a master’s degree in finance from HEC Paris. Barbara is based in Los Angeles.

• Razen Andraz
• 資歷 5年(2018-07-02 至今)

• Andraz Razen is an equity portfolio manager at Capital Group. As an equity investment analyst at Capital, Andraz is a generalist covering small-cap companies. He has 25 years of investment experience and has been with Capital Group for 18 years. Earlier in his career, as an equity investment analyst at Capital, he also covered U.S. health care and supplies companies. Prior to joining Capital, he was an analyst and portfolio manager at Fidelity Investments in Boston. He holds a bachelor's degree in quantitative economics from Tufts University graduating summa cum laude. Andraz is based in London.

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