基本資料

投資策略

本基金將主要投資於由在日本成立或於 日本擁有重大營運並於受監管市場（指歐洲聯盟任何證券交易所或受監管市場或本公司《組織章程細則》所規定的證券交易所或受監 管市場（「受監管市場」）上市、買賣或交易的股本證券組成的投資組合。本基金可投資於任何行業。本基金的管理未設有基準。

基金經理人

• Jones Richard
• 資歷 8年(2015-02-02 至今)

• Richard Jones is a Director of First State Stewart Asia, part of First State Investments. Richard has more than 29 years of investment experience in Asia, focused on both company research and portfolio management. He joined the First State Stewart Asia team in January 2010 and is based in Hong Kong. Richard is the lead manager of the First State Asia Opportunities Fund, the First State Asian Growth Fund and the First State Singapore and Malaysia Fund. He is also responsible for managing a number of Asia Pacific Leaders portfolios on behalf of key client segregated accounts. Richard graduated from the London School of Economics with a first class degree in Economics (Government).

• Li Sophia
• 資歷 8年(2015-02-02 至今)

• Sophia Li is a Portfolio Manager at FSSA 
  Investment Managers, part of First Sentier
  Investors. She joined FSSA Investment Managers 
  as a graduate in 2009 and has developed 
  extensive coverage of the companies in North 
  Asia.
  Sophia manages the team’s Japan equity 
  strategies and is the lead manager of the FSSA 
  Japan Equity strategy and the FSSA Japan Focus 
  strategy.
  Sophia holds a Master’s degree in Statistics from 
  Harvard University and a Bachelor of Science 
  degree from Fudan University. She is also a CFA 
  charterholder.

• 劉 國傑
• 資歷 8年(2015-02-02 至今)

• 劉國傑於2003年10月出任為大中華投資總監。他於2002年4月加入首域投資，擔任高級基金經理，專責管理首域投資旗下的大中華及區域基金。劉先生於1995年加入投資界，曾於景順投資任職基金經理達六年。劉先生畢業於英國劍橋大學，持有文學士學位及工程學碩士學位，並為特許財務分析師。

基金費用

聯絡資訊