基本資料

投資策略

本基金將透過主要投資於位於歐洲之公司的股本證券，包括存託憑證（美國存託憑證 (ADRs)、全球存託憑證(GDRs)及歐洲存託憑證(EDRs)），以尋求達成其投資目標。 為提升報酬及／或作為投資策略的一部分，本基金可（根據附錄 A 所載明之投資權力及限制） 為投資或有效管理投資組合（包括避險）之目的，使用在證券交易所買賣以及店頭市場買賣之 選擇權、期貨和其他衍生性商品。

基金經理人

• Agarwal Anil
• 資歷 2年(2022-12-31 至今)

• Mr. Agarwal has been associated with the Sub-Adviser in an investment management capacity since 2020 and in an investment research capacity since 2001.

• Heugh Kristian
• 資歷 5年(2020-04-20 至今)

• Kristian Heugh is the Head of the Global Opportunity team and leads Global and International investing for Counterpoint Global. He joined Morgan Stanley in 2001 and has been with financial industry since 2001. Previously, Kristian was a co-portfolio manager of an international equity strategy and a technology strategy while a member of the Global Research Group, working closely with the Counterpoint Global team. Prior to that, he was a technology analyst for MSIM’s Sector Rotation multi-cap growth strategies. Kristian received a B.A. in economics from Duke University and holds the Chartered Financial Analyst designation.

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