基本資料

投資策略

透过主要投资于亚太地区之国家（除日本外）内可产生收入之证券，以期提供收入及长期资本增值。本基金之资产（不包括现金及现金等价物）至少67%将投资于股票、债务证券、可换股证券及房地产投资信托（「REITS」）。此等证券的发行人为于亚太地区（除日本外）注册成立或从事其大部分经济活动之公司或于亚太地区（除日本外）之国家的政府或其机构。本基金可投资其大部分资产于低于投资级别及未经评级债务证券。本基金可投资的债务证券并无信贷质素或到期日的限制。本基金有限度投资于金融衍生工具作投资目的。

基金經理人

• Lienhard Ruben
• 資歷 5年(2018-06-01 至今)

• Yu Selina
• 資歷 5年(2018-02-26 至今)

• Ho Julie
• 資歷 9年(2014-01-01 至今)

• Julie Ho, executive director, is a regional specialist for Asia Pacific ex-Japan equities with the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Hong Kong. Julie joined the Firm in 2005 and was transferred to the team in 2013 from the U.S. Equity Group where she was a research analyst covering the U.S. and Canadian REIT sectors. Prior to that, she worked as a research assistant on the REITs sector and as an investment assistant in the U.S. Active Equity Group. Julie graduated Phi Beta Kappa from Brown University with a B.S. in Biology and a B.A. in Economics. She is also a CFA Charterholder.

基金費用

聯絡資訊