基本資料

投資策略

基金的投資目標為以美元計值的資本增值。基金主要投資於亞太（日本以外）

地區的股票證券投資組合。基金由MFS的研究分析家團隊管理，採用自下而

上的基礎研究，並以同行評審來建立代表其對區內各行業資本增值最佳意見

的多元資本化投資組合。

基金經理人

• Nair Rajesh
• 資歷 4年(2018-08-01 至今)

• Rajesh R. Nair, Investment Officer, Equity Research Analyst, is responsible for identifying the most attractive investment opportunities in assigned universe. Works closely with portfolio managers to ensure ideas are properly positioned within portfolios.
  - Previous experience includes 7 years as Director, Holt Sales at Credit Suisse, Holt Value Associates; 1 year as Analyst at Deutsche Bank - Regional Head Office; 2 years as Project Manager at System Access; 3 years as Associate Consultant at Citicorp Software.
  - London Business School, Master of Business Administration 
  - University of Calicut, Business Technology

• Natarajan Sanjay
• 資歷 15年(2008-03-24 至今)

• Sanjay Natarajan is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS® ). His responsibilities include communicating investment policy, strategy and positioning and participating in the research process and strategy discussions. His role also includes assessing portfolio risk, customizing portfolios to client objectives and guidelines and managing daily cash flows. He is based in the firm’s Singapore office. Prior to joining the firm in 2007, Sanjay worked for DBS Bank Ltd. (Asia), holding various roles, including serving as COO of Global Corporate and Investment Banking. He also previously worked at McKinsey and Company, k1 Ventures and the Singapore Economic Development Board. He began his career in 1996. Sanjay earned a bachelor’s degree from Dartmouth College and a master’s degree from Harvard University. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.

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