基本資料

投資策略

本基金之投資目標為於五年期間內提供相較日本小型公司股票市場 較高之總報酬(結合資本增長及收益)。本基金至少將百分之八十之淨資產價值投資於設立於日本或其主要 經濟活動於日本進行之小型公司之股權證券。本基金持股通常少於 50 檔股票。

基金經理人

• Gleeson Sabrina
• 資歷 0年(2024-10-17 至今)

• Sabrina began her career at M&G as an investment graduate in 2016 and joined the Japanese Equity team as an analyst the following year. She has 8 years investment experience in Japan, working for Carl Vine within the Asia Pacific Equity team since 2019 and Johan DuPreez prior to that. Sabrina graduated from Oxford University with a First Class Honours in Geography and is a CFA charter holder.

• Vine Carl
• 資歷 5年(2019-09-20 至今)

• Carl Vine joined M&G in 2019 as Co-Head of Asian Investment, with 22 years of investment experience, and was appointed to the management teams of the Japan and wider Asian strategies. Carl co-founded Oxford-based Port Meadow Capital Management, a boutique investment firm, in 2014. Prior to that, he worked as a Managing Director and Portfolio Manager for SAC Capital Advisors in Hong Kong and was the Asian-based member of their global investment committee. Before that, Carl was a Managing Director at UBS in Hong Kong, where he invested proprietary capital across Asia and Japan, and a Principal for TPG-Axon Capital. He began his career with Prudential Portfolio Managers in London, before relocating to Tokyo to open Prudential’s Japan office. Carl holds a Bachelor of Arts (Hons) in Politics, Philosophy & Economics from Oxford University.

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