基本資料

投資策略

本基金透過鎖定新穎及變動中之全球經濟與投資趨勢，對投資經理預期得自前述趨勢獲利之全球各地公司之股票、股權相關、債務與短期證券以及全球各地政府之債務證券進行投資，以達長期資本增值之目的。

基金經理人

• Jo Sean
• 資歷 1年(2022-10-31 至今)

• Mr. Jo joined the firm in 2012 and is part of the portfolio implementation team for several multi-asset portfolios. Prior to joining the firm, he worked as a Consultant on the firm's investment performance team. Mr. Jo holds a BA in Economics from Rutgers University. He also is a CFA charterholder.

• Ng Sunny
• 資歷 7年(2016-06-01 至今)

• Mr. Ng joined PineBridge in 2016 and is primarily responsible for the Global Multi-Asset Team’s client-facing and business development initiatives in Asia and Australia. As part of his role, Mr. Ng also contributes to the firm’s Multi-Asset Strategy and portfolio implementation functions. Prior to joining the firm, Mr. Ng was a Managing Director and Head of Asia ex-Japan Portfolio Strategists at State Street Global Advisors (SSGA) where he was responsible for leading the regional team representing SSGA investment views and strategies to clients across Asia.

• Redha Hani
• 資歷 11年(2013-01-01 至今)

• HANI REDHA, CAIA
  Managing Director, Portfolio Manager, Global Multi-Asset
  PineBridge Investments, London
  
  Mr. Redha joined the firm in 2012 and is responsible for leading the Global Multi-Asset Team’s Multi-Asset Strategy meeting and facilitating the debate and development of the team’s intermediate-term views and convictions. Mr. Redha also contributes to manager selection and monitoring, with a particular focus on alternatives. Prior to joining the firm, Mr. Redha was an investment manager with the Sovereign Wealth Fund of the Kingdom of Bahrain, Mumtalakat where he built and managed their global multi-asset class investment portfolio and oversaw strategic and tactical asset allocation, as well as manager selection across all asset classes. Prior to that, Mr. Redha held positions as Deputy Head of Global Fixed Income and Deputy Head of Hedge Funds at NCB Capital. He holds a Masters in chemical engineering, with First Class Honours, from Imperial College of Science, Technology and Medicine in London and holds a Diploma in Actuarial Techniques from the Institute of Actuaries (UK). He also is a Chartered Alternative Investments Analyst (CAIA) charterholder.

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