基本資料

投資策略

透过主要投资于环球证券并于适当时运用衍生性金融工具，以期达到超越其指标之资本增值。子基金主要直接或透过运用衍生性金融工具投资于权益证券、商品指数工具、可转换证券、债权证券、信贷机构之存款及货币市场工具。此等证券的发行人可位于任何国家，包括新兴市场。

基金經理人

• Berelowitz Josh
• 資歷 3年(2019-12-18 至今)

• Josh Berelowitz, Vice President, is a portfolio manager in the Macro Strategies team, based in London. An employee since September 2011, Josh has been focused on the macro portfolios since inception of the strategy in November 2012. Josh obtained a B.Sc. in Economics from the University of Nottingham and is a CFA charterholder.

• Lanctot Benoit
• 資歷 3年(2019-12-18 至今)

• Benoit Lanctot, executive director, portfolio manager in the Macro Strategies team, based in London. An employee since July 2011, Benoit previously worked as a senior analyst in the Convertible Bond team within Multi-Asset Solutions, responsible for the implementation of the fundamental analysis framework with global coverage. Prior to that, Benoit worked in investment banking for the Diversified Industries Group of Scotia Capital Inc. based in Montreal, Canada. He obtained a B.BA with a major in Finance from HEC Montreal and a Masters in Finance from London Business School. Benoit is a
  CFA and a CAIA charterholder.

• Shah Shrenick
• 資歷 10年(2012-12-21 至今)

• Shrenick Shah, Managing Director, leads the Macro Strategies portfolio management team within Multi-Asset Solutions, based in London. An employee since September 2010, Shrenick previously worked in the equity divisions at Deutsche Bank and Credit Suisse. Shrenick obtained a M.Sc. in Econometrics and Mathematical Economics from the London School of Economics.

基金費用

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