基本資料

投資策略

該基金的目標是達致長期資本增值。 該基金尋求透過主要投資（至少為該基金資產淨值的70%）於在歐洲各國（但不包括英國）的小型公司的上市股票 及股票相關證券，以達致其目標。就該基金而言，小型公司是指市值少於摩根士丹利資本國際歐洲（英國除外）小 型股指數（淨總回報）(MSCI Europe ex UK Small Cap Index (Net Total Return))內最大市值的公司。

基金經理人

• Oliveros Michael
• 資歷 2年(2023-07-31 至今)

• Michael Oliveros joined M&G in June 2011 as an analyst and since 2013 has worked as a manager and deputy manager of various equity strategies, including the Pan European Select Smaller Companies strategy and the Global Select strategy. Michael previously worked at Credit Suisse for six years, three of these as the market strategist and head of custom solutions in the HOLT group. Prior to Credit Suisse, he worked as an investment banking associate at Valuemetrics Advisors and as a management consultant at SCA Consulting. Michael graduated from the University of Illinois at Urbana-Champaign in 1998 with a BS in finance, minoring in technology and management. He is a CFA charterholder.

• Matthews James
• 資歷 4年(2020-12-31 至今)

• James Matthews is a qualified trader on Eurex, OMLX and the International Securities Exchange (ISE) of New York. He joined Spear, Leeds & Kellogg in September 1995 and worked on the London International Financial Futures Exchange. In 1997 he went with Nordic Options Ltd which demerged from Spear, Leeds & Kellogg where he became the senior equity options trader.In June 2000 James Matthews left Nordic and founded 2K Trading Ltd where he has been the Managing Director of the firm and actively participated in and managed the trading activities

基金費用

聯絡資訊