基本資料

投資策略

本基金之投資目標係透過投資從事於提煉、生產、加工及／或買賣商品現貨，例如石油、黃金、鋁、咖啡及糖之商品製造商公司證券的多元化投資組合，以達成長期資本增值。

本基金將投資其總資產之至少70% 於如上述之商品製造商公司證券的多元化投資組合以達成其投資目標。為此目的，總資產不包括現金及輔助性流動資產。基金管理機構將全球目前或預期需求強勁的商品，選擇適當公司進行分析及可能的投資。在積極管理的過程中，投資組合將隨時予以調整，以求在不斷改變的時機得以獲利。

基金經理人

• Aldred Piers
• 資歷 3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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