基本資料

投資策略

本基金的投资目标是长期资本增值。投资管理人拟物色其认为日后从根本上波动性较低及下跌风险较小的股本证券（一般为上市股本证券，但本基金可偶尔投资于尚未上市的新兴市场证券）。波动性较低的股本证券指标准标准标准因素与与对与特征征征本本股本管本管理管理管理管理管理管理专业本专有本章本章本本及本本基金整体的波动性。投资管理人利用其专有风险及回报模式以及管理投资组合的判断及经验来建立寻求波动性最小化的基金，同时最大限度提升持仓质素。本基金将主要投资于成熟市场公司的股本证券，但本基金可购入任何国家的股本证券，包括新兴市场。本基金可投资于证券，包括但不限于普通股及优先股，货币现货及远期合约，股票指数期货，股票期权及交易所买卖基金。

基金經理人

• Suzuki Sammy
• 資歷 10年(2012-12-11 至今)

• Sammy Suzuki was promoted to Co-Chief Investment Officer of Strategic Core Equities in 2018. He has been managing the Emerging Markets Strategic Core portfolio since its inception in July 2012 and the Global, International and US portfolios since 2015. Suzuki has managed portfolios for over 13 years and emerging-markets portfolios for a decade. From 2010 to 2012 he also held the role of director of Fundamental Value Research, where he managed 50 fundamental analysts globally. Prior to managing portfolios, Suzuki spent a decade as a research analyst.

• Hargis Kent
• 資歷 10年(2012-12-11 至今)

• Kent Hargis was promoted to Co-Chief Investment Officer of Strategic Core Equities in 2018. He has been managing the Global, International and US portfolios since their inception in September 2011, and the Emerging Markets Strategic Core portfolio since January 2015. Hargis was named Head of Quantitative Research for Equities in 2009, with responsibility for overseeing the research and application of risk and return models across the firm’s equity portfolios. He joined the firm in October 2003 as a senior quantitative strategist.

基金費用

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