基本資料

投資策略

主要透過投資於在任何證券交易所上市，且主要從

事房地產行業或與該行業相關之業務，或擁有大量

物業資產之證券，而致力達致可觀之現有收入及長

遠之資本增值。基金並不直接投資於房地產。

基金經理人

• Li Victor
• 資歷 2年(2022-07-12 至今)

• Wei (Victor) Li, PhD, CFA, Executive Director, is Head of Equity and Alternative Beta Research and a portfolio manager in the Quantitative Beta Strategies group, based in London. Victor's primary responsibilities include the oversight of the team's research agenda, model development and portfolio management for both Alternative beta and Strategic Beta suite of products. He was previously a member of the quantitative research team in Multi-Asset Solutions, focusing on quantitative asset allocation, systematic and factor-based investment strategies.

• Barasi Fred
• 資歷 2年(2022-07-12 至今)

• Fred Barasi, managing director, is an analyst within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2017, Fred was previously with Moody's Investor Services, where he was a credit analyst. Fred obtained a MA in Mathematics from the University of Cambridge and earned a MSc. in operation research from the London School of Economics and Political Science. He is a CFA charterholder.

• Bellenda Sara
• 資歷 7年(2017-09-30 至今)

• Sara Bellenda 於2003年加入亨德森擔任歐洲組合基金之分析師，2006年升任基金經理人。之前曾擔任雷曼兄弟股票分析師、Westmont旅館集團倫敦地產經理人。她擁有旅遊經濟學士學位、旅館管理碩士學位。

基金費用

聯絡資訊