基本資料

投資策略

本子基金之目標係於累計三至五年之衡量期間內，達成優於本公司公開說 明書附表二所列指數之報酬。本子基金採主動式管理，且此指數並非用於 投資組合之建構，而僅係用於績效衡量之目的。本子基金藉由使用其中包 括基本面及行為分析等方式採用主動式管理方法，透過隨時間進行動態資 產配置以因應市場條件變動。本子基金投資於主要為固定收益可轉讓證券 之多樣化投資組合。 本子基金主要投資於已開發市場及新興市場中的投資級及非投資級公司 (最多可達 100%)，然亦可投資於其他固定收益可轉讓證券，例如但不限於 擔保債券及資產擔保證券(最多可達子基金淨資產 20%)。本子基金得將本 子基金淨資產之 20%投資於未評級債券。

基金經理人

• Schofield Paul
• 資歷 3年(2021-04-01 至今)

• Mr. Schofield is a senior portfolio manager, and Director at Allianz Global Investors, having joined the company in 1998. As a member of the Global Growth team, he provides support for the lead portfolio manager of the Global High Alpha strategy. Paul also manages the Global Sustainability portfolio and was previously the lead manager for this strategy. Paul holds a bachelor’s degree in Finance and is a member of the AllianzGI ESG Research Council.

• Kent Jeremy
• 資歷 3年(2021-04-01 至今)

• Mr. Kent is a portfolio manager with Allianz Global Investors, which he joined in 2008. As a member of the Global Equities team, he manages the Global Sustainability strategy. Mr. Kent was previously an industrial sector analyst working with the Global ESG Research team. Before joining the firm, Mr. Kent founded and operated a small business. He has a B.A. in entrepreneurial management from California State University and an M.B.A. from Imperial College Business School, Imperial College London. Mr. Kent is a CFA charterholder and holds the IMC designation.

• Schop Pieter
• 資歷 4年(2020-09-28 至今)

• Pieter Schop, Portfolio Manager, is senior investment manager for Global High Dividend at NNIP Advisors. Mr. Schop joined NNIP Advisors in 1996, holding several positions within the NNIP equity team responsible for a wide range of sectors and countries. In his most recent role, Mr. Schop was a senior portfolio manager for Optimized Portfolio Strategies and lead portfolio manager for euro equities at NNIP Advisors from 2015 to 2018. Prior to joining NNIP Advisors, Mr. Schop was a consultant at Mercer Ten Pas, assessing key institutional investors.

基金費用

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