基本資料

投資策略

透過主要投資於偏重增長風格之環球公司組合，以期提供長期資本增值。資產至少67%投資於世界各地（包括新興市場）之公司的偏重增長風格之股票組合。子基金可投資於任何規模的公司（包括小型公司）。子基金可能不時集中於有限數目之證券、行業及市場。

基金經理人

• Wright Sophie
• 資歷 1年(2023-12-31 至今)

• Tanna Rajesh
• 資歷 2年(2022-12-30 至今)

• Rajesh Tanna, Managing Director, is a portfolio manager for the J.P. Morgan Asset Management European Equity Group – Europe Research Driven Process (RDP) Team. Raj moved to J.P. Morgan Asset Management from J.P. Morgan Private Bank in September 2016, where he was also a European equity portfolio manager. An employee since 2011, Raj joined the Private Bank as a European Equity Strategist. Previously, Raj worked as a long-only European equity portfolio manager for 11 years predominantly with Credit Suisse, where he also held a position as a risk manager. Raj also spent 18 months as a portfolio manager with a small asset management boutique, FOUR Capital. Raj holds a BA in Economics and International Studies, and a Master's degree in Management Science and Operational Research, both from Warwick Business School. He is a CFA Charterholder.

• Keen Caroline
• 資歷 5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.

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