基本資料

投資策略

基金的投資目標為主要透過投資於發展中國家股本證券的多元化投資組合，以達致長遠資本增長。基金將尋求透過把其資產淨值至少70%投資於在一個或多個新興市場國家註冊成立，或大部份資產或其他權益位於一個或多個新興市場國家，或主要於一個或多個新興市場經營業務的發行人的股票及股票相關證券，以達致其投資目標。基金將把其資產淨值最少50%投資於展現正面或持續改善的ESG特性的發行人的股票。就投資於中國而言，在任何時候均不可將基金資產淨值多於 10%直接或間接投資於中國 A 股或中國 B 股。

基金經理人

• Levy Michael
• 資歷 8年(2016-12-24 至今)

• Michael is an Investment Manager in the EMEA & Global Frontier Markets Equity Team and is the lead manager for the Baring Russia Fund and Baring Frontier Markets Fund. He joined Barings in July 2012 after 17 years at AllianceBernstein where he held a number of equity portfolio management and research roles. His most recent responsibility before joining Barings was Portfolio Manager for Emerging and International equity portfolios. Michael began his career in 1992 at Grant Thornton Chartered Accountants as a Partner Trainee. He has a BA (Hons) in Economics and Social Studies from the University of Manchester.

• Palmer William
• 資歷 10年(2014-12-24 至今)

• Mr. Palmer is a Managing Director and Co-Head for Emerging and Frontier Equities Team. He is responsible for and oversees Baring's Asia ex Japan investment function. Prior to joining Barings in October 2011, he was Senior Asset Manager/Head of Asia ex Japan Equities at KBC Asset Management in Dublin. During his time at KBC Asset Management, he also held the roles of Asset Manager focusing on Asia ex Japan Equities and Equity Analyst responsible for producing equity research on Irish and Asian companies. William has an honours degree in Business Studies, majoring in Economics and Finance from the University of Limerick.

• Irish Isabelle
• 資歷 10年(2014-12-24 至今)

• Isabelle Irish joined Barings in June 2013 as an Investment Manager in the Global Emerging Markets Equity Team and is co-manager on a number of strategies, including Barings’ flagship Global Emerging Markets Fund. Prior to joining Barings, Isabelle spent eight years at Pictet Asset Management, initially as an analyst in the Global Emerging Markets Team before moving to her most recent role as Latin America Portfolio Manager. Isabelle has a First Class Honours Degree in Mathematics with French from the University of Birmingham, she passed the IMC examinations in 2005 and was awarded the CFA designation in 2009. Isabelle is fluent in French.

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