安聯全球多元投資風格股票基金-IT累積類股(美元)

基本資料

投資策略

本子基金主要投資於全球股票市場，本子基金至少有 51%之資產投資於股票及認股權證。亦可取得風險特色與前項所列資產連動，或與這些資產所屬投資市場連動之指數憑證與其他股票憑證、一籃子股票及參與憑證。合計至少須達本子基金資產的 85%。



本子基金之投資政策主要透過投資全球股票市場部位，以創造長期資本增值。基金經理採結合基本面分析及計量式風險管理來選擇證券。於此程序，依不同之投資風格取向，就個別證券進行分析、評估及挑選。在此架構之下依市場情況而定，基金經理得專注於一種或數種不同投資風格取向，或使投資風格之取向廣泛多樣化。

基金經理人

• Tafelmayer Rainer
• 資歷 8年(2013-08-06 至今)

• Dr. Rainer Tafelmayer is a portfolio manager in the Systematic Equity team. He manages Best Styles Global as well as equity enhanced mandates. Before that he had been in charge for development and implementation of statistical arbitrage strategies like equity pairs trading. Rainer joined the AllianzGI in 2002.
  Previously, he worked as a business consultant in the area of finance and risk management since 1995 and as a researcher on operations research at the Technical University of Chemnitz, Germany. He holds a master’s degree in physics from the University of Heidelberg, Germany, and received a Ph.D. in 1993. Rainer has been a Certified Financial Risk Manager (FRM) since 2005.

• Weis Magnus
• 資歷 8年(2013-08-06 至今)

• Mr. Weis is a portfolio manager with Allianz Global Investors, which he joined in 2004. He is a member of the Systematic Equity team and manages Best Styles Global Equity mandates. Mr. Weis previously worked at an IT consultancy on several projects for Allianz Global Investors involving quality management, development, support and design of applications. Mr. Weis has a master’s degree in physics and a doctorate in theoretical glaciology and numerical modeling from the University of Technology in Darmstadt, Germany.

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