基本資料

投資策略

本基金主要(即至少70%之資產)投資於全球市場(包括主要市場和較小的新興國家市場)之股票，以達長期資本增值的目標。

基金經理人

• Shaw Caroline
• 資歷 1年(2022-01-01 至今)

• Caroline joined Courtiers in 2000. She holds a Masters degree in engineering and started her working career as a civil engineer before deciding to put her analytical and risk assessment skills to good use within the investment management sector.
  
  Caroline is a CFA charterholder, having passed all three levels at the first attempt. She also holds professional accreditations from the Personal Financial Society (she attained the Advanced Financial Planning Certificate including the specialist Investment Portfolio Management qualification) and the Investment Management Certificate from the CFA Society of the UK. Caroline is a Chartered Member of the Chartered Institute for Securities & Investment.
  
  Caroline’s interests are skiing, hiking and travel. She also coaches youth hockey at Henley Hockey Club and occasionally plays for the Ladies Vets team.

• Wang Taosha
• 資歷 1年(2022-01-01 至今)

• Quaife Matthew
• 資歷 2年(2021-05-03 至今)

基金費用

聯絡資訊