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 in Ninety One’s Quality investment team, based in London. He is co-portfolio manager of the UK Equity Income and UK Alpha strategies. In addition, he is responsible for UK equity idea generation and research.
  
  Prior to joining the firm, Ben 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. In addition, Ben has passed Level III of the CFA® Programme.

• Farmbrough Anna
• 資歷 3年(2022-07-01 至今)

• Anna is a portfolio manager in Ninety One’s Quality investment team, based in London. She is co-portfolio manager of the UK Alpha and UK Equity Income strategies. In addition, she is responsible for UK equity idea generation and research.
  
  Prior to joining the firm, Anna 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). Anna has passed Level III of the CFA® Programme.

基金費用

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