基本資料

投資策略

本基金的投資目標是達到長期資本及收益增長。本基金主要(至少以其資產淨值的50%並以100%為限)投資於獲准在世界各地其他受規管市場(包括定期運作、獲認可及向公眾開放的非上市市場)正式上市或買賣的普通股，大部分過往曾經派息。該等在其他受規管市場的投資可包括非上市股本證券，例如非上市公司股票。

基金經理人

• Miliotes Greg
• 資歷 2年(2024-06-01 至今)

• Greg Miliotes is an equity portfolio manager at Capital Group. He also serves on the Capital Group Management Committee. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. diversified industrials, heavy machinery and waste companies, U.S. small-cap health care companies and large-cap medical technology. Prior to joining Capital, Greg was an investment analyst responsible for health care stock selection with RS Investments. He holds a master's degree and certificate in global management and public management from Stanford Graduate School of Business and a bachelor's degree in mechanical engineering from the Massachusetts Institute of Technology. Greg is based in San Francisco.

• Spaly Jessica
• 資歷 4年(2022-03-01 至今)

• Jessica C. Spaly is an equity portfolio manager at Capital Group. She also serves on the Target Date Solutions Committee. Earlier in her career, as an equity investment analyst at Capital, Jessica covered U.S. retailing, branded apparel and footwear, and e-commerce. Prior to joining Capital, Jessica was a private equity analyst for Kohlberg Kravis Roberts & Co. and an analyst in mergers and acquisitions for Morgan Stanley.

• Jacobs Martin
• 資歷 5年(2021-03-01 至今)

• Martin Jacobs is an equity portfolio manager at Capital Group. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. industrials, machinery and electrical equipment companies. Before joining Capital, Martin was an executive director and senior investment analyst at Brinson Partners, Inc. in Chicago and an industry analyst at Security Pacific Merchant Bank in New York. He was also a research analyst at the Wharton Center for Applied Research, Inc.

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