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 4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 5年(2020-09-30 至今)

• Mark Phanitsiri is a portfolio manager, equity at Voya Investment Management. Prior to joining Voya, he was a portfolio manager and director at Allianz Global Investors, where he held portfolio management and research responsibilities for the U.S. small and mid cap growth team and served as a member of the global insights portfolio management team. Prior to that, Mark worked as a technology research analyst and worked on private and public equity investments at SageviewCapital and ThomaBravo Equity Partners. Mark earned a BSE in mechanical and aerospace engineering from Princeton University and an MBA from Harvard Business School. He is a CFA® Charterholder.

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