基本資料

投資策略

環球保守策略基金投資於股本及定息證券基金，對象是有意投資價值波幅與定息相若且相關風險極為分散的基金，並尋求機會取得股本回報的投資者。

基金經理人

• Malik Fahd
• 資歷 1年(2022-11-30 至今)

• Fahd Malik is a Portfolio Manager on the fixed income team, focusing primarily on Income Strategies. Prior to taking on this role, he served as a portfolio manager for AB’s Absolute Return fund. Malik joined the firm in 2006 and has extensive experience in systematic, market neutral, risk-mitigating and derivative strategies. He holds a BS in electrical and computer engineering from The Cooper Union for the Advancement of Science and Art and an MS in mathematics in finance from the Courant Institute of Mathematical Sciences at New York University. Location: New York

• Watkin Karen
• 資歷 6年(2018-01-01 至今)

• Karen Watkin is a Senior Vice President and Portfolio Manager for the Multi-Asset Solutions business in EMEA. Along with being Portfolio Manager for the All Market Income Portfolio, she is responsible for the development and management of multi-asset portfolios for a range of clients. From 2008 to 2011, Watkin was portfolio manager for the Index Strategies Group, responsible for the development and management of AB’s custom index strategies for institutional clients in EMEA. She joined the firm in 2003, after spending three years as a management consultant in the Capital Markets Group at Accenture. Watkin holds a BA in economics with European study from the University of Exeter and is a CFA charterholder.

• Loewy Daniel
• 資歷 19年(2004-11-02 至今)

• Mr. Loewy is Chief Investment Officer and Head of Multi-Asset Solutions at AllianceBernstein. In addition, Mr. Loewy is Chief Investment Officer for Dynamic Asset Allocation and is a member of the Real Asset Investment Policy Group and Target Date Investment Oversight team at AllianceBernstein. Mr. Loewy has been with AllianceBernstein since 1996. He holds a Bachelor of Science degree in Industrial and Labor Relations from Cornell University and a Master of Business Administration from Columbia University. He is a CFA charterholder.

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