基本資料

投資策略

該基金的目標，是透過投資於一項歐洲公司（偏重大公司）股票或股票相關工具投資組合以達致長期資本增值。該基金將主要（該基金最少70%的資產淨值）投資於公司股票或股票相關證券。該等公司的註冊辦事處設於歐洲國家或註冊辦事處設於歐洲以外地區但其絕大部份業務在歐洲經營又或為控股公司，而其所持權益絕大部份投資於在歐洲國家設立註冊辦事處的公司。該基金並無預先設定地區分佈，並會採用靈活政策，主要視乎對個別公司的見解及整體經濟或業務考慮因素而釐定投資比重。

基金經理人

• Walker Martin
• 資歷 1年(2024-07-31 至今)

• Martin Walker, UK Equities Fund Manager at Invesco Perpetual
  Based in Henley-on-Thames, Martin is responsible for the management of a number of UK equity portfolios. He began his investment career in 1997 as an investment analyst with BWD Rensburg. Martin joined Invesco in 1999 as a trainee fund manager and has developed his career within the Henley-based UK Equities team, managing UK equity portfolios since 2003. Further recognition and a higher profile were provided as he took over some of the portfolio management responsibilities of veteran fund manager, Ed Burke, upon his retirement in 2008. Martin holds a BA in Financial Economics from Liverpool University and has also attained the Securities Institute Diploma.

• Rutland James
• 資歷 1年(2023-12-29 至今)

• James Rutland joined Invesco in June 2020 as a Fund Manager within the Henley Investment Centre’s European Equities team.
  
  James began his investment career in 2008 at Evercore Partners before joining Goldman Sachs as a Research Analyst within the European Industrials team in 2010. In November 2014, James joined Schroders as an Analyst in the European Business Cycle Team before becoming a Fund Manager in 2016.
  
  James holds a BSc in Economics from University College London and is a CFA Charterholder.

• Surplice John
• 資歷 22年(2003-07-01 至今)

基金費用

聯絡資訊