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本子基金以表現勝過MSCI全球指數(「基準」)的回報為目標。該子基金屬主動管理。挑選基準是因為其代表子基金的投資領域,因此其為適當的表現比較指標。該子基金大部分股本證券不一定會是基準的成分股,或擁有衍生自基準的比重。投資經理可運用其酌情權增加或降低基準若干成分股的比重,並可投資於並不包含在基準內的公司或界別,從而利用特定的投資機遇。因此,預期該子基金的表現將大幅度偏離基準。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Not Disclosed | - | 2019 | now |
Jason Hepner | - | 2019 | 2019 |
自傳 | Jason joined Eastspring Investments in July 2018. He is responsible for the investment performance of allocated multi asset strategies, enhancing the portfolio construction, as well as strategy and idea generation across multi-asset classes. | ||
Colin Graham | - | 2018 | 2019 |
自傳 | Colin joined Eastspring Investments in January 2018. Colin is responsible for the Multi Asset Solutions (MAS) team and has the overall responsibility for the investment process, philosophy, portfolio strategy and team management for our MAS products for third party clients. | ||
Nicholas Leigh Ferres | - | 2011 | 2018 |
自傳 | Nicholas is the Lead Portfolio Manager of the Alternative Income and absolute return fund range and CIO for other VPAM funds across equities and alternative assets. Prior to this, Nicholas was at Eastspring Investments, the Asian asset management business of Prudential plc, as Investment Director, in September 2007. Nicholas was Head of the Multi Asset Solutions team and was responsible for managing the global tactical asset allocation of funds for external institutional and retail clients. Before joining Eastspring Investments, Nicholas worked for Goldman Sachs Asset Management as Investment Strategist & Portfolio Manager. He has more than 25 years of financial industry experience. He holds a BA (HONS) in Politics and Economic History from Monash University. Nicholas also holds a Graduate Diploma in Applied Finance. |
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