基本資料

投資策略

投資於環球股票市場，並專注於主題及選股，以達致長期資本增值。

本附屬基金最少將70%的資產投資於環球公司股票，並專注於主題及選股。本附屬基金旨在投資介乎五至十個具備中長期趨勢的主題（例如健康科技、安全及保安、數碼生活等，視乎市況而定）。主題可能會隨著時間而改變。投資程序建基於結合「由上而下」主動主題投資程序和「由下而上」選股程序的策略。本附屬基金可將少於30%的資產投資於上文所述以外的股票。

基金經理人

• Fruschki Andreas
• 資歷 7年(2016-12-08 至今)

• Mr. Fruschki, CFA, is the lead portfolio manager and Director of Equity Research – Europe with Allianz Global Investors, which he joined in 2005. Mr. Fruschki previously held various legal positions in Berlin and also worked as a consultant in the corporate-finance practice at PricewaterhouseCoopers in Hamburg, Germany. He has an M.B.A., focused on investment management, from the University of Western Sydney. Mr. Fruschki also has a law degree from Humboldt University, Berlin, and passed his judicial bar exam in 2004.

• Miller Gunnar
• 資歷 7年(2016-12-08 至今)

• Gunnar Miller is Global Director of Research, and has served as Global Head of Equity Research, Head of Equity Research Europe and Sector Team Head/Research Analyst for European Technology at Allianz Global Investors and has over 30 years of investment research experience. In his role as Director of Research, Gunnar has been instrumental in integrating the analysis of Environmental, Social and Governance factors across the investment platform. He also co-manages the Allianz Thematica fund. He joined the firm in 2003. Prior to this, he spent one year as an analyst covering European semiconductors in Frankfurt and four years in New York covering U.S. semiconductor equipment for Goldman Sachs, before which he spent eight years as an analyst covering U.S. semiconductor equipment and electronics distribution at Paine Webber and Kidder Peabody, and three years as a financial analyst. He ranked number one in the annual U.S. Institutional Investor poll from 1996 through 2001 after placing second in 1995, and top four in the annual Greenwich Associates buy-side poll from 1994 through 2001. He graduated Phi Beta Kappa with a B.A. (Magna Cum Laude) in Economics from Lehigh University in 1987. He has also served as a member of the board of directors of the DVFA Society of Investment Professionals in Germany, chairman of the Corporate Reporting Users’ Forum (CRUF) Germany, as a board member of XBRL International Inc. (XII), and on the Accounting Council of the UK Financial Reporting Council (FRC).

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