基本資料

投資策略

投資於環球股票市場的股票，並專注於智能城市和互聯社區的發展，以達致長期資本增值。本附屬基金最少將70%的資產投資於涉及智能城市和互聯社區的發展或與之有關連（例如其絕大部份銷售╱溢利均源自專注於該發展的業務，以及與該發展有關的公司主要（但不僅限於）從事以下領域：基建、建築、交通、家居、安全和保安、可再生能源、健康護理和共享行業）的公司股票。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

• Turner Ethan
• 資歷 1年(2023-03-15 至今)

• Mr. Turner is an analyst and associate with Allianz Global Investors. He has research responsibilities for the Income and Growth Strategies team and was previously a trading assistant. Mr. Turner has seven years of investment-industry experience. He was previously a lead analyst covering the financial sector at Relational Investors and a financial analyst at Sunstone Hotel Investors. Mr. Turner has a B.S. from San Diego State University and an M.B.A. from the Anderson School of Management at the University of California, Los Angeles. He is a CFA charterholder.

• Oberto David
• 資歷 3年(2021-03-10 至今)

• David Oberto is a lead portfolio manager, income and growth at Voya Investment Management. Prior to joining Voya, he was a portfolio manager and director at Allianz Global Investors, where he held portfolio management, research and trading responsibilities for the income and growth strategies team. and served as portfolio manager for the U.S. High Yield Bond strategy and was also responsible for managing multiple closed-end and open-end mutual funds. Prior to that, he was a portfolio administrator, a credit default swaps (CDS) account manager and a trade-closer at Bain Capital. David earned a BSBA with a concentration in finance and a minor in economics from Fordham University and an MS in finance from the D’Amore-McKim School of Business at Northeastern University.

• Kass Justin
• 資歷 3年(2021-03-10 至今)

• Mr. Kass is a portfolio manager, a managing director, CIO and co-head US Income and Growth Strategies with Allianz Global Investors, which he joined in 2000. He has portfolio management, research and trading responsibilities for the Income and Growth Strategies team. In 2003, Mr. Kass was promoted to portfolio management and began handling day-to-day portfolio manager responsibilities for the firm’s US Convertible strategy in 2005. He is also a lead portfolio manager for the firm’s Income & Growth strategy since its inception in 2007. In addition to management responsibility for institutional clients, Mr. Kass is responsible for managing multiple closed-end and open-end mutual funds. Previous to joining the firm, Mr. Kass interned on the Income and Growth Strategies team, adding significant depth to its proprietary Upgrade Alert Model. He has 24 years of investment industry experience. Mr. Kass has a B.S. from the University of California, Davis, and an M.B.A. from the UCLA Anderson School of Management. He is a CFA charterholder.

基金費用

聯絡資訊