基本資料

投資策略

基金的投資目標為透過投資於商品生產商證券的多元化投資組合，達致長期資本增值。基金將尋求透過在任何時候把其資產淨值至少 70%投資於上文所述的商品生產商的多元化證券投資組合。該基金亦可把其資產淨值少於 30%投資於現金及輔助流動資金。該基金將把其資產淨值最少 50%投資於展現正面或持續改善的 ESG 特性的發行人的股票。此外，該基金亦可把其資產淨值最多 50%投資於展現較少正面 ESG 特性的發行人的股票及股票相關證券。

基金經理人

• Aldred Piers
• 資歷 4年(2020-07-15 至今)

• Govan James
• 資歷 5年(2019-04-01 至今)

• James joined Barings as an investment analyst on the Global Resources Fund in 2008 and was promoted to portfolio manager in 2010. He is the co-manager of the Barings Global Resources Fund and the Barings Global Agriculture Fund. Prior to Barings, James worked as an Assistant Fund Manager on a UK equity long/short hedge fund at BC Asset Management between June 2002 and January 2008. James holds a BSc in Banking and International Finance from Cass Business School, City University, London. He was awarded the Investment Management Certificate in 2002 and the CFA designation in 2006.

• Burstow Clive
• 資歷 5年(2019-03-31 至今)

基金費用

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