環球策略基金
A 收益 美元
本基金旨在主要透過在全球投資於相信可提供高於平均的資本回報機會的公司股票,以達致長期資本增值。
本基金旨在主要透過在全球投資於相信可提供高於平均的資本回報機會的公司股票,以達致長期資本增值。
投资组合经理
Dan is a portfolio manager in the 4Factor team at Ninety One, and is based in London. He co-manages the Global Strategic Equity strategy. Prior to joining the firm, Dan was founding partner and portfolio manager at River and Mercantile Group (R&M) and was responsible for managing a of range of portfolios, including the UK Core and Income portfolios. He worked at R&M between 2006 and 2022. Before River and Mercantile Group, Dan was a portfolio manager at Investec Asset Management (now Ninety One) between 2000 and 2006, and was responsible for the UK High Alpha and UK Smaller Companies Funds. He was also a Global Industrials and Resources analyst. Dan began his career at Schroders on their Pan-European Capital Goods Team in 1996. Dan graduated from Loughborough University with a first class degree in Mechanical Engineering and is a member of the CFA® Institute.
投資組合經理
Ben is a portfolio manager in Ninety One’s 4Factor team and is based in London. He co-manages the European Equity, International Equity, and Global Strategic Equity strategies. Prior to joining the firm Ben was a senior portfolio manager responsible for Europe/Sustainable Equity at Canada Pension Plan Investment Board (CPPIB) where he developed and co-managed the plan’s European equity allocation. In 2018/19 Ben also took on the role of Head of Sustainable Investing overseeing and implementing transformative changes to the plan’s ESG approach. Most recently, Ben was portfolio manager for a dedicated sustainable equity strategy where he built up an impressive track record over the last three years. Before CPPIB, Ben was a portfolio manager at Och-Ziff Capital Management and with Odey Asset Management. Ben graduated from Bristol University with a Bachelor’s degree in Politics and French.
有別於現行的基準在2011年之前使用。基準的變動是為了更精確代表本基金合資格的投資領域。
指數: 63.4%
基金: 64.5%
指數: 11%
基金: 19.5%
指數: 11.8%
基金: 7.3%
指數: 5%
基金: 2.1%
指數: 2.3%
基金: 1.9%
指數: 3.2%
基金: 1.8%
指數: 3.3%
基金: 0.9%
指數: 0%
基金: 2%
指數: 28.7%
基金: 25.7%
指數: 11.2%
基金: 16.6%
指數: 16.4%
基金: 12.5%
指數: 8.8%
基金: 9.4%
指數: 8.1%
基金: 8.5%
指數: 9.3%
基金: 6.3%
指數: 4.2%
基金: 5.3%
指數: 2.7%
基金: 4.9%
指數: 5.1%
基金: 4.9%
指數: 3.8%
基金: 3.9%
指數: 1.7%
基金: 0%
指數: 0%
基金: 2%
3.7%
2.3%
1.8%
1.8%
1.6%
-1.4%
-1.4%
-2.2%
-2.2%
-2.9%
2.6%
2.2%
2.1%
2%
1.5%
-1.6%
-1.6%
-1.9%
-2.6%
-3.4%
2.7%
2.6%
2.6%
2.4%
2.4%
-0.8%
-0.9%
-1.1%
-1.3%
-1.9%
6.1%
5.9%
5%
4%
4%
2.8%
2.8%
2.8%
2.6%
2.6%
股票持倉數量: 53