基本資料

投資策略

本基金藉由資本增長及收入之組合，以產生與全球股票市場一致之總收益（但波動較低）為目標。本基金至少 66% 資產投資於全球證券交易所（包括全球新興市場）上市或即將上市之公司股票及股權相關證券。本基金亦得投資於存託憑證（包括美國存託憑證及全球存託憑證）、可轉換為普通股之債券、優先股及認股權證。

基金經理人

• Lu Jie
• 資歷 2年(2022-08-15 至今)

• Jie Lu joined Eastspring Investments, the Asian asset management business of Prudential plc, as Portfolio Manager, in April 2017. 
   
  He is part of the Quantitative Equity Strategies (QES) team and is responsible for the Research and Development and management of QES strategies and funds.
  
  Prior to joining Eastspring Investments, Jie was a Portfolio Manager and Senior Vice President at Acadian Asset Management in Boston, where he worked for over 10 years. He has extensive experience in stock selection factor research for global equity markets as well as systematic country and industry allocation strategies. Jie helped design Acadian's factor backtesting framework and was a member of their investment policy committee overseeing changes to their investment models. In all, Jie has 13 years of investment industry experience.
  
  Jie holds a PhD in Physics from the Massachusetts Institute of Technology and a Financial Technology Option from the MIT Sloan School of Management. Jie also holds a MSc and BSc in Physics from Tsinghua University. He is a CFA charterholder.

• Hughes Christopher
• 資歷 4年(2020-06-01 至今)

• Chris joined Eastspring Investments in February 2016 and has more than 18 years of industry experience. 
  
  Chris is a member of the Quantitative Equity Strategies (QES) team and is a portfolio manager for QES investment products. He also participates in designing and implementing systematic equity funds and undertakes research and development of systematic alpha and smart beta investment strategies.
  
  Prior to joining Eastspring Investments, he worked with UBS Global Asset Management (London & Zurich) for 7 years as a Quantitative Analyst, where he managed multi-region portfolios of equity products, and provided data support for the team. 
  
  Prior to that, he was at Credit Suisse Asset Management in London for 2 years, also working in a quantitative investment strategies team. 
  
  Chris holds a PhD in Biochemistry and a BSc.(Honours) from Imperial College of Science Technology and Medicine, London and a MSc.(Distinction) from Kings College, London He is also a CFA charterholder.

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