基本資料

投資策略

本基金投資目標為達到長期穩定之成長，包含自配息及股利所獲之定期及穩定之收益以及自全球 基礎建設公司證券投資組合所獲之資本增值。

基金經理人

• Ong Simon
• 資歷 3年(2021-07-01 至今)

• Simon is responsible for the research and coverage of North American gas and electricity and European transport. He has 12 years of investment industry experience.
  
  Simon joined a predecessor organization in 2014 as a portfolio analyst supporting the Infrastructure strategies. In 2021, Simon was named as a portfolio manager on the ClearBridge Global Value Infrastructure strategy(RARE Infrastructure Limited). Prior to this, Simon was an Investment Analyst at Orion Asset Management, where he was responsible for investment research, analysis and valuation of ASX-listed equities.
  
  Simon joined a predecessor organization in 2014. Prior to this, Simon was an Investment Analyst at Orion Asset Management, where he was responsible for investment research, analysis and valuation of ASX-listed equities.
  
  Simon earned a Bachelor of Commerce and Bachelor of Laws from the University of New South Wales.

• Langley Nick
• 資歷 7年(2016-12-09 至今)

• As a Co-Founder and Senior Portfolio Manager, Nick is a member of RARE’s Management and Investment Leadership Teams and is responsible for the management of RARE’s Australian operations. As a member of the Investment Leadership Team, Nick is responsible for the governance and management of the investment team and the investment process. As a Senior Portfolio Manager, Nick is a member of the investment committees responsible for the investment performance across RARE’s Value, Income and Emerging Market strategies.

• Hamieh Charles
• 資歷 7年(2016-12-09 至今)

• As Senior Portfolio Manager Charles is a member of RARE’s Management and Investment Leadership Team and the investment committees responsible for the performance of RARE’s Value, Income, Emerging Market and Index Strategies. 
  Prior to joining RARE in 2010, Charles was Director and Senior Analyst, Global Infrastructure Securities at AMP Capital where he oversaw all research and analysis across Asia, including Japan. Charles has also held Portfolio Management and Investment Analyst roles as a Director at Hastings Funds Management and Challenger Financial Services Group.

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