基本資料

投資策略

本子基金主要投資於全球已開發及新興市場之小、中、大型公司發行之股票和其他股權證券。其投資策略致力於達成高於全球股 票市場表現的股本回報率，股本回報可能來自於股利、買權權利金以及其他。因此，此子基金可能根據 1.1 條(g)之規定，透過其 他衍生性商品作為其為實現投資政策之目的。

基金經理人

• Ledwon Grzegorz
• 資歷 2年(2021-06-30 至今)

• Paczek Ian
• 資歷 9年(2014-06-30 至今)

• Ian Paczek is a portfolio manager in the Quantitative Investments team, which is part of Systematic and Index Investments. His primary responsibility is the management of quantitative Global and European Equity strategies. Ian also plays an active role in the research and development of stock selection models for various equity markets. Prior to joining UBS Asset Management in 2004, Ian was at JP Morgan Fleming Asset Management as senior quantitative analyst in the International Structured Equity team. He was responsible for backtesting and analysis of investment strategies, and transaction costs and risk modelling. He was previously a member of the financial engineering and business analysis team at Lombard Risk Systems. Ian is a member of the CFA Institute and the Advisory Panel of the Institute for Quantitative Investment Research (INQUIRE).

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