基本資料

投資策略

本基金由基金經理確定為價位偏低的環球證券所組成，目標是達到長期資本增長。基金經理評估一間公司的內在價值時，均結合基本價值投資法及紀律化的投資程序。

基金經理人

• Moreau Justin
• 資歷 0年(2022-11-16 至今)

• Justin Moreau is the Senior Vice President of the Adviser, with which he has been associated in a substantially similar capacity to his current position, including as a research analyst, since prior to 2017.

• Ali Tawhid
• 資歷 7年(2016-03-31 至今)

• Tawhid Ali was appointed Portfolio Manager of Global and International Value Equities in March 2016 and has also been Portfolio Manager for Global Research Insights since May 2016. Mr. Ali has also served as Chief Investment Officer of European Value Equities since 2012 and became the division's Director of Research in 2008. Ali was previously a research analyst covering retail and leisure stocks in Europe. Prior to joining the firm in 2003, he worked in the New York and London offices of McKinsey as an engagement manager. Ali holds an AB from Harvard University and an MBA from the University of Chicago.

• Aso Takeo
• 資歷 11年(2012-03-31 至今)

• Aso先生於2012年擔任國際價值型股票研究總監並同時擔任日本價值型股票共同研究總監。Aso先生自2001年起開始擔任日本價值型股票研究總監，於擔任日本價值型股票研究總監期間，協助建立聯博東京研究團隊。在此之前，Aso先生曾擔任研究分析師四年，負責研究公用事業、資本設備、與醫療暨個人照護產業。於1997年加入聯博之前，他曾於Corporate Directions, Inc.擔任管理顧問。Aso先生擁有東京大學資訊科學學士與碩士學位，以及哈佛大學企管碩士學位。Aso先生擁有特許財務分析師資格。任職地點：東京。

基金費用

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