基本資料

投資策略

基⾦旨在提供⻑期資本增⻑。基⾦將其⾄少75%的淨資產投資於註冊辦事處位於歐洲經濟區或英國（如其非歐洲經濟區的⼀部分）及市值⼀般排名在其相關市場最底25%內的公司的股票或股本相關⼯具。基⾦可將其最多 10%的淨資產投資於特殊⽬的收購公司。

基金經理人

• Scheufler Julia
• 資歷 1年(2024-01-31 至今)

• Julia Scheufler is a Portfolio Manager on the European Equities Team at Janus Henderson Investors, a position she has held since 2024. She joined the firm in 2018 as a research analyst and became an associate portfolio manager in 2022. Prior to joining the firm, Julia was a sell-side analyst on the European mid-cap desk at Berenberg from 2016. Before that, she was an investment analyst for a multi-asset investment fund manager. She began her career at Deloitte PCS Limited in 2009. Julia received a BSc degree (Hons) in accounting and finance from Warwick University. She holds the Chartered Financial Analyst designation and has 15 years of financial industry experience.

• Stokes Rory
• 資歷 9年(2015-08-01 至今)

• Rory Stokes is a Portfolio Manager on the European Equities Team at Janus Henderson Investors, a position he has held since 2015. Rory joined Henderson in 2013 as a European equity analyst. He worked for Liberum Capital Limited in small- and mid-cap equity sales from 2007 and prior to that held several roles at Credit Suisse. He began his career at HOLT Value Associates as a research analyst in 2001. Rory graduated with a degree in philosophy, politics, and economics from Oxford University. He holds the Chartered Financial Analyst designation and is FCA registered. He has 23 years of financial industry experience.

• Beckett Ollie
• 資歷 20年(2005-04-01 至今)

• Ollie Beckett is a Portfolio Manager on the European Equities Team at Janus Henderson Investors. Ollie first joined Henderson as an assistant portfolio manager for European equities upon the firm’s merger with AMP Asset Management in 1998 and was named fund manager in 1999. He moved to the Global Technology Team in 2000. He left Henderson in 2003 to pursue other interests before returning to his current role with the firm in 2005. Ollie received a BA degree (Hons) in economics and government from the University of Manchester. He has 29 years of financial industry experience.

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