基本資料

投資策略

基金的投資目標為以美元計值的總報酬。投資經理通常根據對不同類別證券的相對價值及／或其他市況的看法將 基金的資產投資於各種不同的資產類別，包括股權證券、債務工具及現金和約當現金。投資經理預期，基金的資 產類別配置通常在以下範圍：50%至90%為股票，10%至30%為固定收益工具（不包括短期美國政府證券），0%至40% 為現金和約當現金工具及短期美國政府證券。但是，基金的投資可超出這些範圍，而且對此等資產類別的曝險不 時會有顯著變化。

基金經理人

• Das-Wermes Shanti
• 資歷 3年(2022-01-03 至今)

• - Equity Portfolio Manager
  - Investment Officer
  - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions., .
  - Joined MFS in 2010; previous positions include Analyst/Intern - European Equities;.
  - Previous experience includes 2 years as Associate at Audax Private Equity; 2 years as Business Analyst at McKinsey & Company;.
  - Harvard Business School, MBA
  - Indiana University, BA, summa cum laude, Phi Beta Kappa
  - London School of Economics & Political Science, General Course

• Dearing Edward
• 資歷 7年(2018-03-01 至今)

• Edward J. Dearing is an investment officer and Portfolio Manager at MFS Investment Management (MFS). Edward is responsible for final buy and sell decisions, portfolio construction, risk and cash management. He also participates in the firm’s research process and strategy discussions. He is based in London. Edward joined MFS in 2014 as an Equity Research Analyst and took on portfolio management responsibilities for the firm's Prudent Capital strategy in 2018, and the Prudent Wealth strategy in 2020. Prior to joining the firm, Edward worked at Deutsche Bank AG, where he focused on structured credit analysis and special situations lending. Before moving into finance, Edward practised law for just under six years, first with London-based Magic Circle firm Clifford Chance LLP, and then with Washington-based firm Covington & Burling LLP. Edward holds a Master of Arts degree in Law with honours from Cambridge University, and an MBA from the London Business School, where he was the Bank of America Merrill Lynch scholar. In his spare time Edward enjoys competitive chess, and in this respect holds the title of International Master. In his younger days Edward represented Scotland in multiple European and World Junior Chess Championships, and went on to represent his country in the world chess Olympiad. Edward has also written three books on chess strategy.

• Cole David
• 資歷 8年(2016-11-03 至今)

• David P. Cole, CFA, is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager at the firm.
  David employed in the investment area of MFS since 2004 after working for five years as a High Yield Analyst for Franklin Templeton Investments. Prior to this, he served as a financial economist/treasury market analyst for Thomson Financial Services and two years as an economist for Standard and Poor's. 
  David has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation.

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