資本集團全球股票基金(盧森堡) B

基本資料

投資策略

於全球進行研究篩選，以主要投資於上市股票以達到長期資本增值的目的。亦可購買未上市證券進行投資，但需受到“投資限制”相關規範的限制。

基金經理人

• Winston Philip
• 資歷 1年(2020-01-22 至今)

• Philip Winston is an equity portfolio manager at Capital Group. He has 28 years of investment experience and has been with Capital Group for 16 years. Earlier in his career, in addition to being a portfolio manager, Philip was an equity investment analyst at Capital covering U.K. property and paper & packaging companies, as well as European property and media companies. Before joining Capital, he was a director and U.K. equity fund manager at BZW Investment Management in London. Prior to that, he worked at Orion Royal Bank in London and New York.

• Robbins William
• 資歷 1年(2020-01-22 至今)

• William L. Robbins is an equity portfolio manager at Capital Group. He also serves on the Capital Group Private Client Services Management Committee and the Portfolio Solutions Committee. He has over 20 years of investment experience and joined Capital Group since 2005. Prior to joining Capital, he was a part of the investment team at Tiger Management Corp. in New York and a financial analyst with Morgan Stanley. Will holds an MBA from Harvard Business School and a bachelor’s degree from Harvard College graduating magna cum laude. Will is based in San Francisco.

• Fuss Gregory
• 資歷 1年(2020-01-22 至今)

• Gregory D. Fuss is an equity portfolio manager at Capital Group. He has over 30 years of investment experience and joined Capital Group since 2007. Before that, Greg was a managing director at Deutsche Bank and its predecessor firm, Scudder, Stevens & Clark. At Deutsche Bank, he also served as regional manager and director of the Los Angeles office. Greg holds an MBA from the University of Southern California and a bachelor’s degree in economics from the University of California, San Diego. He also holds the CFA® designation. Greg is based in Los Angeles.

基金費用

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