基本資料

投資策略

本基金的目標是達致資本增值。

本基金尋求透過主要投資於以下公司所發行的股本證券(i)註冊辦事處位於英國的公司，(ii)設於英國境外，但其業務主要在英國經營的公司及其他實體，或(iii)控股公司，其權益乃主要投資於註冊辦事處設於英國的附屬公司，以實現其目標。

基金經理人

• Shard Bethany
• 資歷 0年(2023-03-31 至今)

• Walker Martin
• 資歷 5年(2018-10-08 至今)

• Martin Walker, UK Equities Fund Manager at Invesco Perpetual
  Based in Henley-on-Thames, Martin is responsible for the management of a number of UK equity portfolios. He began his investment career in 1997 as an investment analyst with BWD Rensburg. Martin joined Invesco in 1999 as a trainee fund manager and has developed his career within the Henley-based UK Equities team, managing UK equity portfolios since 2003. Further recognition and a higher profile were provided as he took over some of the portfolio management responsibilities of veteran fund manager, Ed Burke, upon his retirement in 2008. Martin holds a BA in Financial Economics from Liverpool University and has also attained the Securities Institute Diploma.

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