基本資料

投資策略

基金之投資政策為透過一個主要投資於在太平洋地區（包括日本）之科技公司之證券之投資組合，為投資者提供長遠資本增值。基金亦 可為投資目的而投資於衍生工具，例如遠期合約、期權、認股權證及期貨，並在經理人及投資經理人認為合適之有限情況下，於其投資 組合內大量持有現金及以現金為本的工具。

基金經理人

• Kwok Joanna
• 資歷 7年(2017-12-29 至今)

• Joanna Kwok, executive director, is a regional specialist for Asia Pacific ex-Japan equities with the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Hong Kong. She joined the Firm in 2002 as an analyst with the Hong Kong bond team and took up her current role in 2005. Prior to joining the Firm, Joanna spent three years with PricewaterhouseCoopers in London where she qualified as a chartered accountant and one year in Hong Kong as a senior associate in their banking & capital markets division. Joanna obtained a B.A. (Hons) in Natural Sciences from Downing College, Cambridge University.

• Cox Oliver
• 資歷 8年(2017-02-06 至今)

• Oliver Cox, executive director, is a country specialist for Japan equities and a member of both the Asia Pacific Behavioral Finance Team and Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Based in Tokyo, he joined the Firm in 2007 from Macquarie Securities Japan where he was an equity analyst for three years. Prior to this, he worked with Mitsubishi Electric as a communication manager for a year. Oliver obtained a B.Sc. (Hons) in Psychology from the University of Manchester, UK.

基金費用

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