首源投資環球傘型基金-盈信世界領先基金第一類股(美元-累積)
23.10美元0.08(0.34%)
2026/01/19更新
本基金的投資目標為達致長線資本增值。本基金的可持續發展目標是投資於有望對可持續發展有貢獻以及可從可持續發展受惠的公司，來實現正面的社會和環境可持續成果。在此過程中，從歐盟《可持續金融披露條例》的角度，本基金尋求主要投資（至少90%的資產淨值）於可持續投資，即投資於為環境或社會目標作出貢獻的經濟活動，前提是投資不對任何環境或社會目標造成重大損害，以及被投資公司遵循良好的管治慣例。所有被投資公司均為促進人類發展作出貢獻，亦為正面的環境成果作出貢獻。本基金亦主要（至少其資產淨值的70%）投資於一項由在全球任何受規管市場上市、買賣或交易的大型企業的股票證券或股票相關證券組成的多元化組合。就本政策而言，目前大型企業的定義乃指投資時可投資市值（自由流通股權）最少達50億美元者。投資經理可在其認為適當的時候檢討此項定義。
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Nick joined the team in April 2012, following two years in the First State Investments group (now First Sentier Investors). He is lead manager of the Worldwide All Cap strategy. Previously, Nick worked as an analyst with the Sustainability funds at AMP Capital Investors, and has experience as a consultant, public servant, and academic in sustainability and economics. He holds a Bachelor of Economics from Macquarie University, and a Master of Science with Distinction in Ecological Economics from the University of Edinburgh. Nick sits on the Stewart Investors Board.
Lorna joined the team in July 2017. Previously, Lorna worked in various roles at Colonial First State Global Asset Management (now First Sentier Investors), and prior to that, worked as a management consultant. Lorna holds a Masters in Sustainability Leadership from the University of Cambridge and a BA (Hons) in Business and Psychology from the University of Strathclyde.
基金篩選
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