基本資料

投資策略

本基金的目標是達致長期資本增值。

本基金尋求透過主要投資於在歐洲各國（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。 就本基金投資政策而言，歐洲包括歐盟國家（英國除外）、瑞 士、挪威、土耳其及獨立國聯合體成員國。

本基金可將不超過30%的資產淨值投資於現金與等同現金、貨 幣市場工具及不符合上述規定的公司股票及股票相關證券、或 可轉換證券。

本基金可將不超過10%的資產淨值投資於認股權證。

直至任何獨立國聯合體成員國擁有受規管市場，本基金僅可將 不超過10%的資產投資於相關國家。

基金經理人

• Matthews James
• 資歷 2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

• Esselink Erik
• 資歷 4年(2018-09-07 至今)

• Erik Esselink is a Portfolio Manager for Invesco global core equity strategies. Mr. Esselink joined Invesco in 2007 and specializes in the research and management of European equities.Prior to joining Invesco, Mr. Esselink was an institutional equities pan-European specialist with Morgan Stanley. His career started in 1997 with ING Barings in Amsterdam as a member of the institutional equity team for three years, specializing in Dutch equities.Mr. Esselink graduated from the Rotterdam School of Economics (HES) where he studied commercial economics.

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