基本資料

投資策略

投資政策為透過主要（即將其總資產淨值至少70%）投資於亞洲（日本除外）上市公司的股票證券，並在適當情況下使用衍生工具，從而產生高水平的收入，同時維持長遠資本增值前景。同時，基金擬透過使用衍生工具提供波幅小於大市的回報流。

基金經理人

• Ho Julie
• 資歷 1年(2023-12-21 至今)

• Julie Ho, executive director, is a portfolio manager for the Emerging Markets and Asia Pacific (EMAP) Equities Income strategy within the EMAP Equities team, based in Hong Kong. She has been with the team since 2013, and helped to launch the JPMorgan Asia Equity Dividend Fund. Prior to that, she was an equity analyst within our US Equities team covering the REITs sectors since 2005. Julie graduated Phi Beta Kappa from Brown University with a B.S. in Biology and a B.A. in Economics. She is a CFA Charterholder.

• Lienhard Ruben
• 資歷 1年(2023-12-21 至今)

• Ruben Lienhard, Executive Director, is a portfolio manager for the Emerging Markets and Asia Pacific (EMAP) Income strategy within the EMAP Equities team, based in Hong Kong. He joined the team in 2014 from Citadel in Hong Kong, where he was an equity research analyst covering industrials across Asia Pacific. Prior to that he worked in New York, first as an analyst in Credit Suisse’s Mergers and Acquisitions Group and then as a research analyst at S.A.C. Capital, where he covered U.S. technology, media and telecom equities. Ruben earned an M.B.A. with distinction from INSEAD and graduated Phi Beta Kappa from the University of Chicago with a B.A. in Economics.

• O'Neill Stuart
• 資歷 1年(2023-12-21 至今)

• Stuart O’Neill, executive director, is a portfolio manager for the Asset Management Derivatives (AMD) team, based in Hong Kong. He joined the firm in 2013 as a portfolio manager in the Multi-Asset Solutions (MAS) team, based in London, before helping to launch the AMD team in 2019. He joined the industry in 2005 as a derivatives portfolio manager at a London-based hedge fund. Stuart holds an MEng in Civil Engineering from the University of Nottingham, and an MSc in Financial Engineering from the University of Warwick.

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