基本資料

投資策略

本基金旨在達致與股票相比具競爭力的中長線整體投資回報，

同時具備相對的資本穩定程度。本基金會將最少三分二的資產

淨值投資於投資級別企業債券。

為達致本基金的投資目標及為流動性管理目的，本基金可將不

超過三分一的資產淨值投資於貨幣市場工具及其他債務證券。

投資經理雖不擬投資於股本證券，惟有可能因為企業行動或其

他轉換而持有該等證券。

基金經理人

• Greenwood Luke
• 資歷 10年(2013-08-31 至今)

• Man Lyndon
• 資歷 10年(2013-08-31 至今)

• Lyndon joined Invesco in 2011 and is the principal portfolio manager for Invesco Fixed Income’s global Investment Grade credit funds. He manages portfolios with a range of investment strategies, including active alpha and enhanced beta. Prior to Invesco, Lyndon was with the Government of Singapore Investment Corporation (GIC) where he managed multi-asset as well as fixed income portfolios, specializing on relative value in derivatives – linear and option-related, as well as traditional asset allocation strategies. He began his time at the GIC as a quantitative analyst in 2005, where he led the quantitative platform in the development of pricing models and various quant strategies. Lyndon started off his career at Barclays Capital as a market risk manager in fixed income and emerging markets. Lyndon achieved a Masters in Chemistry and a BA (Hons) in Physical Science at the University of Oxford in 2001 and 2000 respectively. He is a CFA charterholder.

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