基本資料

投資策略

本基金主要投資於已開發國家及新興國家之小型市值公司所發行之股票及與股權相關證券，「股 票及股權相關證券」包括但不限於股票、存託憑證、可轉換證券（如可轉換特別股）及特別股。投資經理人 將主要投資於績效指標中之公司，或投資時市值不超過指數內市值最大者之其他公司。小型市值公司之定義 為投資時市值不超過本基金績效指標MSCI ACWI Small Cap Index內最大市值者之公司。

基金經理人

• Gurwich Trevor
• 資歷 5年(2019-07-02 至今)

• Trevor Gurwich is a vice president and senior portfolio manager for American Century Investments®.
  Mr. Gurwich joined American Century Investments in 1998 and has worked in the financial industry since 1992. Previously, he was a manager for Arthur Andersen in their business consulting group.
  Mr. Gurwich holds a master's degree in finance and investments from Columbia Business School, a bachelor's degree in international relations from the University of Pennsylvania and a bachelor of science degree in economics from the Wharton School of Business. He's also fluent in French and Afrikaans.

• Laffan Federico
• 資歷 5年(2019-07-02 至今)

• Federico Laffan is a vice president and portfolio manager for American Century Investments®. Mr. Laffan joined the firm in 2001 as an investment analyst and was promoted to portfolio manager in 2004. In 2008,Mr. Laffan left the firm and served in portfolio management roles at Axiom International Investors and Ranger International. He returned to American Century Investments in 2011. Before joining American Century in 2001, Mr. Laffan was director of international equities, portfolio manager and analyst with Credit Suisse / Warburg Pincus Asset Management.

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