基本資料

投資策略

本基金的投資目標為長期資本增值。

本基金將透過將其總資產的至少80%投資於與中國公司有關聯的有價證券，以實現投資目標。就此而言，「中國」指中華人民共和國及香港特別行政區，而「中國公司」乃指符合以下標準的公司：(i)於中國註冊或成立；或(ii)於中國成立並從事業務活動；或(iii)於中國從事大部分經濟活動；或(iv)所從事業務活動深受中國經濟發展所影響。

基金經理人

• Rae Stuart
• 資歷 9年(2014-02-01 至今)

• Stuart Rae has been Chief Investment Officer of Asia-Pacific Value Equities since 2017. Prior to taking on this management responsibility for our Japanese team, he was CIO of Asia-Pacific ex Japan Value Equities from 2006 to 2017, and CIO of Australian Value Equities from 2003 to 2006. Rae joined the firm in 1999 as a research analyst covering the consumer sector, initially working in New York and London before moving to Sydney in 2003 and then Hong Kong in 2006. Previously, he was a management consultant with McKinsey for six years in Australia and the UK. Rae earned a BSc (Hons) in 1987 from

• Lin John
• 資歷 9年(2014-02-01 至今)

• John Lin has been a Portfolio Manager of China Equities since 2013, responsible for managing the China A Shares Value Portfolios, the China Opportunity Fund and the All China Equity Strategy. He also serves as a Senior Research Analyst, responsible for covering financials, real estate and conglomerate companies in Hong Kong and China. In 2008, Lin relocated to Hong Kong, where his research coverage included Asian financials, real estate and telecommunications services companies. He joined the firm in New York in 2006 as a research associate, covering consumer services companies for US Small & Mid-Cap Value Equities. Previously, Lin was a technology, media and telecom investment banker at Citigroup. He holds a BS (magna cum laude) in environmental engineering from Cornell University, and an MBA from the Wharton School at the University of Pennsylvania, where he earned the distinction Graduation with Honors. Location: Hong Kong

基金費用

聯絡資訊