紐約梅隆環球股票投資基金A EUR

基本資料

投資策略

本基金的目標是達致長期資本增長，主要(即以至少三份之二的基金資產)投資一個世界各地公司股票的組合。本基金亦可投資於一個全球各地公司所發行的股票相關或債務證券的組合。

基金經理人

• Markham Paul
• 資歷 3年(2018-08-13 至今)

• Paul is one of Newton’s most experienced equity investors, managing a selection of global and regional equity mandates. In addition to portfolio management responsibilities, Paul helps shape Newton’s global thematic process as a co-chair of the ‘healthy demand’ group, which establishes the thematic backdrop to set the scene for potential investment opportunities across healthcare and related areas. He has been a member of the team responsible for managing global equity portfolios since June 2001. Prior to joining Newton in 1998, Paul worked in capital markets for Morgan Stanley.

• Munroe Jeff
• 資歷 9年(2012-10-31 至今)

• Jeff is a member of our equity opportunities team and specialises in managing a range of global equity strategies. Prior to his current role, Jeff was the CIO at Newton from 2001 to January 2012.
  Prior to joining Newton, Jeff worked at Towers Watson as a senior research analyst in its asset-consulting practice. Jeff has a BA, has completed an MBA, and is a CFA1 charterholder and a member of the UK Society of Investment Professionals (UKSIP). Outside of work, Jeff plays ice hockey and also enjoys cross-country skiing and cycling.

基金費用

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