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17.312
+0.160
+0.91%
23/12 - 關閉. USD 貨幣
- 晨星評級:
- 總資產: 5.68B
First State Asian Equity Plus Fund Class III (Dist
17.312
+0.160
+0.91%
0P0000XUSA綜觀
你可在本頁找到深入的首源環球傘子基金-首源亞洲股本優點基金 III公司檔案，包括0P0000XUSA的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
投資策略
該基金主要（至少其資產淨值的 70%）投資於在亞太區（不包括日本）上市，或擁有註冊辦事 處，或進行大部份經濟活動的公司的股票證券或股票相關證券。有關企業乃按其潛在股息增長及長 線資本增值而挑選。 投資經理將會選擇其相信具有股息增長及價格上升潛力的投資項目。 基金可用以投資於亞太區（不包括日本）任何一個或多個新興市場、任何行業的資產淨值部份並不 受任何限制，其可投資的公司的市值亦不受任何限制。 雖然基金可在區域內進行投資，但按投資經理的方法所挑選供投資的證券可能不時導致投資組合集 中於若干國家。 基金於中國 A 股（包括於創業板及/或科創板上市的股票）（無論直接透過QFI或互聯互通機制，及 ／或間接透過股票掛鈎或分紅票據及集體投資計劃）的最高投資參與將不超過基金資產淨值的 50%。 基金於中國B股（透過直接投資）的最高投資參與將不超過基金資產淨值的10%。基金僅可為進行對沖及有效管理投資組合而使用金融衍生工具。基金不擬就投資目的而藉機投資於金融衍生工具。
聯絡資訊
地址
First Sentier Investors (Ireland) Limited
,
Luxembourg
,
Luxembourg
電話
-
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Rizi Mohanty | - | 2024 | now |
| 自傳 | Rizi Mohanty is a Portfolio Manager at FSSA Investment Managers, part of First Sentier Investors. Rizi joined FSSA Investment Managers in 2016 and focuses on the Southeast Asian markets in particular and Asia ex-Japan equities in general. He is the lead manager of the FSSA ASEAN strategy and the co-manager of the FSSA Asia Focus, FSSA Asian Growth and FSSA Asia Opportunities strategies. Rizi has more than 10 years of investment experience. He graduated with an MBA from Harvard Business School and a Bachelor of Technology in Computer Science and Engineering from Indian Institute of Technology (IIT), Kharagpur. | ||
| Richard Jones | - | 2011 | now |
| 自傳 | Richard Jones is a Director of FSSA Investment Managers, part of First Sentier Investors. He joined FSSA Investment Managers in 2010 and is focused on Asia Pacific equities. Richard is the lead manager of the FSSA Asia Opportunities strategy and the FSSA Asian Growth strategy. He is also responsible for managing a number of Asia Pacific equity portfolios on behalf of key client segregated accounts. Richard has more than 35 years of investment experience in Asia, focused on both company research and portfolio management. He graduated from the London School of Economics with a degree in Economics (Government). | ||
| Martin Lau | Director | 2003 | now |
| 自傳 | Martin Lau is a Managing Partner of FSSA Investment Managers, part of First Sentier Investors. He has been with the team for more than 20 years, starting with the firm as Director, Greater China Equities, in 2002. Martin is the lead fund manager of a number of FSSA strategies: the FSSA Asian Equity Plus strategy, the FSSA Asian Bridge strategy, the FSSA Asia All Cap strategy, the FSSA China Growth strategy, the FSSA Greater China Growth strategy and the FSSA Hong Kong Growth strategy. Martin has more than 25 years of investment experience and is based in Hong Kong. He graduated from Cambridge University with a Bachelor of Arts degree and a Master’s degree in Engineering. Martin is also a CFA charterholder. | ||
| Sophia Li | - | 2019 | 2024 |
| 自傳 | Sophia Li is a Portfolio Manager at FSSA Investment Managers, part of First Sentier Investors. She joined FSSA Investment Managers as a graduate in 2009 and has developed extensive coverage of the companies in North Asia. Sophia manages the team’s Japan equity strategies and is the lead manager of the FSSA Japan Equity strategy and the FSSA Japan Focus strategy. Sophia holds a Master’s degree in Statistics from Harvard University and a Bachelor of Science degree from Fudan University. She is also a CFA charterholder. | ||
| Angus Tulloch | Joint Managing Partner | 2003 | 2013 |
| 自傳 | Angus Tulloch is Joint Managing Partner of the Asia Pacific/ Global Emerging Markets equity team at First State Investments. Angus’ primary focus is stock selection and portfolio construction. Graduating from Cambridge University in 1970 with a BA (Honours) in Economics and History, Angus worked with Chartered Accountants Whinney Murray (now Ernst & Young) for four years. He then gained substantial industry experience in corporate planning and finance roles with various national companies before joining London stockbrokers Cazenove & Co in 1980. Specialising mainly in Far Eastern markets, Angus spent three of the next eight years with this firm based in Hong Kong as a regional analyst before assuming a fund management role in its London office. In 1988 he returned to Scotland, joining Stewart Ivory (subsequently bought by First State Investments) to establish an Asia Pacific and Emerging Markets capability. Since then, Angus and his team have won many industry awards. | ||
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