基本資料

投資策略

本基金主要投資於全球股票市場，最多 49%可投資於新興市場、最多 30%資產可同時或單獨持有存 款、投資於貨幣市場工具及貨幣市場基金，惟貨幣市場基金部位最高以本子基金資產 10%為限，且 最多 20%資產可投資於中國 A 股市場。

基金經理人

• Kim Joseph
• 資歷 3年(2021-10-01 至今)

• Mr. Kim is an Analyst and Vice President with Allianz Global Investors, which he joined in 2021. He has portfolio manager responsibilities for Global Insights and research responsibilities for the US Small-Mid Cap strategies. Prior to joining the firm, Mr. Kim was a Research Associate at Artisan Partners covering the global industrials sector, and an equity research associate and strategist at Deutsche Bank covering various consumer discretionary and materials sub-sectors. He has six years of equity research experience. Mr. Kim has a B.Com (Hon.) in Economics and an LL.B. from The University of Sydney, and an M.B.A. from The University of Chicago Booth School of Business. He is a CFA charterholder.

• Phanitsiri Mark
• 資歷 4年(2020-09-30 至今)

• Mr. Phanitsiri is a vice president and portfolio manager on the Global Insights strategy with Allianz Global Investors, which he joined in 2010. He has worked on Global Insights since joining the firm and later became a technology research analyst. He is currently dedicated to the Global Insights portfolio management team. Mr. Phanitsiri has 19 years of investment-industry experience. Mr. Phanitsiri previously worked on private and public equity investments at Sageview Capital and Thoma Bravo Equity Partners. He has a B.S.E. in mechanical and aerospace engineering from Princeton University, and an M.B.A. from Harvard Business School. Mr. Phanitsiri is a CFA charterholder.

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