基本資料

投資策略

世界房地產證券基金以盡量提高總回報為目標。基金將其至少 70%的總資產投資於全球各地主要經濟活動從事房地產行業的公司的股本證券，可包括專注住宅及／或商業樓宇的公司以及房地產營運公司及房地產控股公司（例如房地產投資信託）。基金是互聯互通基金，可透過互聯互通機制最多以其總資產的20%直接投資於中國。

基金經理人

• Tai Benjamin
• 資歷 2年(2024-03-29 至今)

• Portfolio Manager of the portfolio since 2024;
  Director; Portfolio Manager with BlackRock
  Investment Management, LLC since 2018;
  Portfolio Manager and Senior Analyst with the
  Global Real Estate Securities Group

• Rehan Rajan
• 資歷 3年(2023-01-02 至今)

• Rajan Rehan, Director of Blackrock, is jointly and primarily responsible for the day-to-day management of the Fund, including setting the Fund's overall investment strategy and overseeing the management of the Fund. He has 13 years of real estate investment experience, both in private equity and listed securities. Prior to joining BlackRock in 2013, Rajan was a founding and senior member of the Global Real Estate Securities team at Aviva Investors, he was responsible for the U.S. and broader Americas portfolios. Rajan has a first class honours, BSc degree in Economics from the University of Warwick. He is a Chartered Financial Analyst charterholder.

• Wilkinson James
• 資歷 13年(2013-02-25 至今)

基金費用

聯絡資訊