基本資料

投資策略

此基金主要透過投資於環球股票，優質債券及貨幣市場工具，並集中投資於定息工具，維持股票組合比重約25%，以提供長期保本及資本增值潛力。

基金經理人

• Hammar Daniel
• 資歷 2年(2021-07-31 至今)

• Richner Sebastian
• 資歷 7年(2017-03-20 至今)

• Sebastian is a Portfolio Manager in the Investment Solutions team, located in Zurich. His management duties extend to the UBS Strategy Funds, one of Europe's largest asset allocation family of funds. 
  Prior to UBS, Sebastian was working 8 years at Swiss Life Asset Managers in the Asset Allocation and Equity department. His last role was lead PM for Strategy Funds. Before he was working several years for different financial service companies in Zurich. 
  Sebastian earned the professional designation of Certified International Investment Analyst (CIIA), Certified International Wealth Manager (CIWM) and Swiss-Certified Financial Planner

• Kramer Roland
• 資歷 8年(2015-12-01 至今)

• Roland Kramer is a Portfolio Manager in the Investment Solutions team, based in Zurich. His management duties also extend to UBS Strategy Funds, one of Europe’s largest asset allocation family of funds, and to currency overlay mandates for very large pension funds. Roland joined UBS Global Asset Management in September 2013. Prior to this, he worked for UBS Investment Bank in Zurich as a fixed income trader, where he was responsible for the structured fixed income book. Before this, he started as trader assistant with the UBS Investment Bank on the fixed income trading desk in Zurich and Hong Kong. Roland earned the professional designation of Chartered Alternative Investment Analyst (CAIA®) in 2014.

基金費用

聯絡資訊