基本資料

投資策略

透過主要投資於偏重增長風格之環球公司組合，以期提供長期資本增值。資產至少67%投資於世界各地（包括新興市場）之公司的偏重增長風格之股票組合。子基金可投資於任何規模的公司（包括小型公司）。子基金可能不時集中於有限數目之證券、行業及市場。

基金經理人

• Wright Sophie
• 資歷 2年(2023-12-31 至今)

• Sophie Wright, Vice President, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. She has a particular focus on global sustainable mandates. An employee since 2016, Sophie joined the firm as a graduate trainee working in the finance division of the Corporate Investment Bank. She obtained a master's degree (MChem) in Chemistry from the University of Oxford and is a CFA charterholder.

• Tanna Rajesh
• 資歷 3年(2022-12-30 至今)

• Rajesh Tanna, Managing Director, is a portfolio manager for the J.P. Morgan Asset Management European Equity Group – Europe Research Driven Process (RDP) Team. Raj moved to J.P. Morgan Asset Management from J.P. Morgan Private Bank in September 2016, where he was also a European equity portfolio manager. An employee since 2011, Raj joined the Private Bank as a European Equity Strategist. Previously, Raj worked as a long-only European equity portfolio manager for 11 years predominantly with Credit Suisse, where he also held a position as a risk manager. Raj also spent 18 months as a portfolio manager with a small asset management boutique, FOUR Capital. Raj holds a BA in Economics and International Studies, and a Master's degree in Management Science and Operational Research, both from Warwick Business School. He is a CFA Charterholder.

• Keen Caroline
• 資歷 6年(2020-01-31 至今)

• "
  Caroline Keen, Executive Director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. She has a particular focus on global growth mandates. An employee since 2019, Caroline was previously a portfolio manager at Newton Investment Management, on the Emerging Markets and Asia equity team, with responsibility for Asia Pacific ex Japan Portfolios. Caroline holds a B.A. degree in Politics, Philosophy and Economics from St. John's College, Oxford, and is a CFA charterholder.​"

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