基本資料

投資策略

本基金旨在通過投資於全球各地小型公司的股本和股本相關證券，在三年至五年期內扣除費用後提供超過S&P Developed Small Cap (Net TR) index的資本增值。本基金被積極管理及將最少三分之二的資產投資於全球各地小型公司的股本和股本相關證券。小型公司為購入時其市值是環球股票市場中市值最小的30%之公司。

基金經理人

• Biermann Luke
• 資歷 4年(2021-03-31 至今)

• – Co-manager of Schroder ISF European Smaller Companies from April 2024
  – Manager of the Schroder European Smaller Companies Fund since 2011
  – From April 2021, Co-manager on Global and International Small Cap strategies
  – Small Cap representative for the Schroders European Corporate Governance Committees
  – Investment career commenced at Schroders in 2006 as an analyst of UK and continental Europe smaller companies
  – Chartered Financial Analyst
  – Degree in Computer Science, Bath University

• Kaynor Robert
• 資歷 4年(2021-03-31 至今)

• Robert Kaynor, CFA, Portfolio Manager and Head of US Small and Mid Cap Equities of Schroders, has been involved with research and portfolio management at Schroders since 2013. He has managed the MainStay VP Schroders Mid Cap Opportunities Portfolio since 2024. Mr. Kaynor covers a variety of industries in the consumer, producer durables, and materials sectors. Mr. Kaynor joined Schroders as a Senior Equity Analyst for the U.S. Small and MidCap team in 2013 in which he covered the consumer sector. Kaynor was the Chief Investment Officer at Ballast Capital Management from 2010 to 2012, and prior to this, Mr. Kaynor was a Managing Director/Portfolio Manager for Ramius Capital Group.

基金費用

聯絡資訊