基本資料

投資策略

本基金藉着投資（通常將其淨資產至少90%）於由在任何歐元區成員國的中小型公司的股票及等同股票的證券組成的投資組合，尋求長期總回報。中小型公司指其市值一般屬於總體歐元區市場最下游的該等公司（被界定為其市值低於100億歐元的該等公司以及於摩根士丹利歐元聯盟SMID指數（MSCI EMU SMID Index)的該等公司）。本基金可使用金融衍生工具作對沖及現金流管理（例如股權化）用途。然而，本基金不會廣泛使用金融衍生工具作投資用途。本基金獲准使用的金融衍生工具包括但不限於期貨及外匯遠期（包括非可交付遠期）。金融衍生工具亦可嵌入於本基金可投資的其他工具。

基金經理人

• Peroni Christophe
• 資歷 1年(2025-06-05 至今)

• Christophe Peroni is Fund Manager, European Equities, for Halbis and has been working in the industry since 1997. Prior to joining Halbis in 2001 he was employed by NSM Gestion (ABN AMOGroup).He holds a Batchelor's degree (Maitrise) in Economics and Finance and a Master's degree (DESS) in Financial Markets, Commodities Markets and Risk Management, both from the University of Paris IX-Dauphine.

• Pierre Pascal
• 資歷 1年(2025-06-05 至今)

• Pascal Pierre is a Portfolio Manager, European Equities, for Halbis and has been working in the industry since 1998. Prior to joining Halbis he was based in New York as Attaché Commercial (financial sector) for the Postesd'Expansion Economique. Pascal holds a Postgraduate Degree in Finance and a Masters Degree in Economics Sciences, specialising in Banks and Finance, both from the University of Paris X.

• Navarre Eve
• 資歷 7年(2019-05-22 至今)

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