基本資料

投資策略

該子基金旨在主要透過投資於由英國公司發行的股票，達致長遠的資本增值及提供收入。 該子基金將專注投資於相信可提供高於平均的總回報機會的股票。 該子基金可投資於其他可轉讓證券、貨幣市場工具、衍生工具、存款及其他合資格的可轉讓證券。該子基金可以附帶之基礎持有現金。

基金經理人

• Needham Ben
• 資歷 2年(2023-04-03 至今)

• Ben is a portfolio manager at Ninety One. He is manager of the UK Equity Income Fund, and an analyst within the Quality team. Ben is based in the firm’s London office. 
  
  Prior to joining Ninety One he was a Pan European analyst at Threadneedle and prior to that a UK analyst at Aviva Investors. 
  
  Ben graduated from the University of Bath with a BSc Honours first class degree in Business Administration. Ben holds the Investment Management Certificate (IMC) and has passed Level III of the CFA® Programme.

• Farmbrough Anna
• 資歷 2年(2022-07-01 至今)

• Anna is an investment specialist within the specialist Quality investment team at Ninety One.
  
  Prior to joining the firm she was a UK equity analyst at Threadneedle, and prior to that a UK equity analyst at Schroders.
  
  Anna graduated from the University of Durham with a BA degree in History (with Honours). In addition, Anna has passed Level III of the CFA® Programme.

基金費用

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