基本資料

投資策略

該基金旨在通過投資於能源產業的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 MSCI World SMID Energy index的資本增值。該基金被積極管理及將最少三分之二的資產投資於能源產業內集中系列的中小型公司的股本。這些公司為購入時其市值是能源產業中市值最低的80%之公司。該基金通常持有少於50間的公司。該基金亦可將不多於三分之一資產直接或間接投資於其他證券（包括其他資產類別）、國家、地區、行業或貨幣、投資基金、認股證及貨幣市場投資項目，和持有現金。

基金經理人

• Odey Felix
• 資歷 4年(2021-01-01 至今)

• Felix Odey is a is a Portfolio Manager at Schroders working on the Global Resource Equities Team. He is the Portfolio Manager on the Schroder Sustainable Food and Water, the Schroder Global Energy Fund and the Global Energy Transition Fund.
  
  Felix joined Schroders in 2016 as a graduate, following summer work placements with Egerton Capital. He initially started working in the Schroders’ ESG team, before joining the Global Energy Fund in 2017, and the Global Energy Transition upon its launch in 2019.

• Monk Alex
• 資歷 4年(2021-01-01 至今)

• Alex Monk is a Portfolio Manager at Schroders working on the Global Resource Equities Team. Prior to this, he spent two years as a Global Renewables Analyst, accountable for analysing companies across the entire clean energy value chain, and two years as a Sustainable Investment Analyst covering utilities and telecommunications. His investment career commenced at Schroders in 2016. Alex has a BA (Hons) Degree in Geography from Oxford University, where he specifically focused on climate science. He also has an MSc Degree in Environmental Policy and Regulation from the London School of Economics and Political Science (LSE), where he focused on climate policy and environmental finance

• Lacey Mark
• 資歷 11年(2013-09-09 至今)

• 經歷:於 2013 年加入施羅德，現在倫敦服務。現為施羅德的商品主管，擔任商品策略基金經理。1996  2000 年在高盛擔任環球能源主管，負責管理能源基金。在 2006 年時於 「2006 年 Thompson Extel 能源投資專家調查」位列第一。2000  2013 年，Mark 曾在天達擔任投資組合經理，負責管理環球能源基金。

基金費用

聯絡資訊