基本資料

投資策略

投資於環球股票市場，並專注於增長股，以達致長期資本增值。本附屬基金亦透過採用可持續發展關鍵績效指標策略（相對）（「關鍵績效指標策略（相對）」），以尋求減少本附屬基金投資組合的溫室氣體排放量（「溫室氣體」）（以加權平均溫室氣體強度（以銷售額計）量度，計算方法見下文），其須在同期低於本附屬基金指標指數（載於下文）最少20%（「可持續發展關鍵績效指標」）。就本附屬基金而言，「增長股」是指具有高於市場平均盈利增長潛力的公司股票。本附屬基金最少將70%的資產投資於環球市場的公司股票，並專注於增長股。

基金經理人

• Ashworth James
• 資歷 0年(2025-03-28 至今)

• James Ashworth, CFA
  
  Senior Analyst, US Financials sector
  
  James Ashworth joined AllianzGI as Senior Analyst covering the US Financials sector in November 2022. James has more than 15 years of experience in financial services and joined AllianzGI from Tesco Pension Investment Ltd, where he was an Equity Fund Manager managing a global equities portfolio. Prior to Tesco, he was a Global Equities Analyst at the Universities Superannuation Scheme, one of the largest pension schemes in the UK, where he worked on the North American public equities portfolio. He has also held investment analyst roles at private investment firms. James started his career at Deutsche Bank, where he was lastly Vice President in the Investment Banking division. James graduated from Cambridge University in 2005 and has an MA (Hons) Cantab in Economics. He is a CFA Charterholder and Co-Chair of the Value Investing Special Interest Group at the CFA Society of the UK.

• PIERI Pieris
• 資歷 0年(2025-03-28 至今)

• Kohls Tobias
• 資歷 2年(2023-10-10 至今)

• Tobias Kohls joined the Global Equity team in 2009. He joined the company in 2005 as a member of the Japanese Equities team after having started his career at Dresdner Bank Düsseldorf, where he spent two years in their apprentice banking, finance and securities training program. He is Co-Deputy Portfolio Manager for the International Equity Growth strategy. Mr. Kohls holds a Master of Business Administration (with distinction) from Warwick Business School (2010) as well as a Bachelor's degree in Business Administration from Frankfurt School of Finance & Management (2005). He also spent a semester as a Fulbright scholar at Hawaii Pacific University. He is a CFA charterholder, holds the FRM designation, and completed the AllianzGI GDP program in 2008.

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