基本資料

投資策略

本基金投資目標為長期資本成長。本基金藉由投資得透過創新、運用新

科技或提供符合持續發展的全球經濟需求之商品及服務而獲取利益的公

司之有價證券，以達成其目標。為達其投資目標，本基金主要投資於投

資顧問認為具有成長潛力的普通股。本基金亦投資於未來有潛力支付股

息的普通股。本基金得將其大部分資產投資於美國境外之發行人，包括

位於開發中國家者。

基金經理人

• Benjamin Paul
• 資歷 0年(2023-05-01 至今)

• Paul Benjamin is an equity portfolio manager at Capital Group. He has 17 years of investment experience, all with Capital Group. Earlier in his career at Capital, he was an equity investment analyst, covering U.S. large-cap software companies. Prior to joining Capital, he managed the European operations for Interelate, a technology start-up funded by Goldman Sachs. He holds an MBA from Stanford Graduate School of Business and a bachelor's degree in finance and religion from Northwestern College graduating magna cum laude. Paul is based in Los Angeles.

• Pellini Lara
• 資歷 2年(2022-02-01 至今)

• Lara Pellini is an equity portfolio manager at Capital Group. She has 20 years of investment experience, all with Capital Group. Earlier in her career at Capital she was an equity investment analyst, covering European, Eurasian and Latin American retail and luxury goods. Lara began her career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. Prior to joining Capital, she was a research fellow for the International Labor Organisation in Geneva, and a research assistant to the economics chair of the IULM University in Milan. She holds a master’s degree in economics of labor and industrial relations from the London School of Economics and a laurea in public relations and economics of information from the IULM University, Milan. Lara is based in London.

• Fortune Tomoko
• 資歷 3年(2020-10-01 至今)

• Tomoko Fortune is an equity portfolio manager at Capital Group. She has 26 years of investment industry experience and has been with Capital Group for three years. Prior to joining Capital, Tomoko worked as a managing partner at Criterion Capital Management. Before that, she was an associate at Goldman Sachs & Co. She holds an MBA from Stanford Graduate School of Business and a bachelor's degree in economics from Dartmouth College. Tomoko is based in San Francisco.

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