基本資料

投資策略

本基金旨在通過投資全球各地廣泛的資產類別，在三年的滾動期內提供三個月美元倫敦 銀行同業拆放利率年利率+5%的收益和資本增值（連同費用）。 此目標並不保證可達致 且您的資金將面臨風險。

基金經理人

• Kibble Adam
• 資歷 0年(2023-06-19 至今)

• Adam is a fund manager within Schroders Australian Multi-Asset team with co-portfolio management responsibilities across all multi-asset strategies and funds. He has extensive portfolio management experience initially at Queensland Investment Corporation, followed by 18 years at Macquarie Investment Management, where he has lead portfolio manager across global fixed income, currency and commodity strategies. Adam joined Schroders in 2020 as an Investment Director for Fixed Income and Multi-Asset and moved into the Multi-Asset team in early 2023, and is a member of our Foreign Currency and Rates strategy research groups. Adam has a B.Comm majoring in Finance from the University of NSW and is a CAIA Charterholder.

• Mullins Sebastian
• 資歷 5年(2019-02-28 至今)

• Sebastian is the Head of Multi-Asset for the Australian Multi-Asset team. He leads investment decision making for Schroders’ Australian Multi-Asset portfolios and is the portfolio manager of the Schroder Real Return Fund strategies and the Global Total Return Fund. His responsibilities include the development of the multi-asset process and strategy across the team’s product set, and co-ordinating the research and implementation functions of the multi-asset team. He’s a member of several local strategy research groups including equities, credit and currency. In addition, he contributes to the global Schroders Multi-Asset Investment Group (SIGMA) research platform as a member of the equity risk premium group. Sebastian has over 15 years’ experience in portfolio management and has been managing multi-asset portfolios for over 12 years. Prior to joining Schroders in February 2019, he worked for Nikko Asset Management in both Singapore and Sydney, as well as Challenger Limited in Sydney. Sebastian holds a Master of Applied Finance from Macquarie University in Australia as well as a Bachelor of Science (Honors) in Mathematics and Computer Science from the University of Bath in the UK.

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