基本資料

投資策略

本基金的投資目標為長期資本增值，同時將股市風險（「貝他」）維持在接近零的水平。本基金尋求透過投資股票獲得資本增值及收益，同時降低本基金整體的股市風險（「貝他」），以實現總回報。

基金經理人

• Suzuki Sammy
• 資歷 5年(2019-01-31 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 5年(2019-01-31 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.

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