基本資料

投資策略

主要投資於環球企業，以期提供長期資本增值。子基金之總資產（不包括現金及現金等價物）至少67%將投資於股票及股票相關證券。此等證券之發行人可位於任何國家，包括新興市場。

基金經理人

• Keen Caroline
• 資歷 3年(2020-01-31 至今)

• Caroline Keen, vice president, is a portfolio manager in the International Equity Group, based in London. Caroline is responsible for global equity strategies including Global Unconstrained. Prior to joining JP Morgan, Caroline spent a decade at Newton Investment Management, where she was a port-folio manager on the Emerging Markets and Asia equity team with responsibility for Asia Pacific ex Japan Portfolios. She began her career at BlackRock. Caroline joined our team in 2019 and holds a B.A. degree in Politics, Philosophy and Economics from St. John's College, Oxford. She is a CFA charterholder.

• Stanic Alex
• 資歷 5年(2017-08-24 至今)

• Alex Stanic, managing director, is a portfolio manager in the International Equity Group, based in London. Alex is responsible for global equity strategies including Global Unconstrained. Prior to join-ing JP Morgan, Alex was Head of Global equities at River & Mercantile Asset Management, having founded the division in 2009. Previously, Alex spent over a decade at Newton investment manage-ment, where he led the global team, and founded the Global Opportunities strategy. He began his career on the European equity team at Cazenove. Alex joined the team in 2015, and holds an MA in Economic & Social Geography from Edinburgh University.

基金費用

聯絡資訊