本基金藉着最少將其三分之二的非現金資產總額投資於在巴西、俄羅斯、印度及中國(包括香港特別行政區)(「新興四國」)設有其註冊辦事處及在此等新興四國的主要證券交易所或其他受監管市場正式上市的公司的股票及等同股票的證券,以及在此等國家有主要業務的公司或大部分商業活動在此等國家進行的公司的股票及等同股票的證券。本基金會策略性地在各新興四國間進行分配及投資顧問可在認為合適時在新興四國間提高或減低分配。在每一新興四國內,本基金會尋求超越指數的總回報表現。選擇指數時會考慮的因素主要包括指數的可用性及透明度、指數中成份證劵的流動性及指數對其各自市場的代表性。按有關指數的總比重計,規模較大的公司的股票通常在該等指數中佔重要地位。本基金可以背對背式信貸通過高信貸評級的機構購買當地貨幣。本基金亦可投資於金融衍生工具,例如期貨、股票掉期、期權及遠期貨幣合約,以及其他貨幣及股票衍生工具。本基金擬將該等金融衍生工具用作(當中包括)管理市場風險(最高達本基金資產淨值的110%)及貨幣持倉,但亦在投資顧問相信投資於金融衍生工具將有助本基金達致其投資目標時用作提高回報。使用金融衍生工具有關的整體風險不得超過本基金的資產淨值總額。金融衍生工具有關的整體風險將使用風險價值法(Value-at-Risk)計算。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Stephanie Wu | Director and Portfolio Manager | 2020 | now |
自傳 | Stephanie Wu is a portfolio manager in the Global Emerging Markets Equity team within HSBC Global Asset Management in London and has been working in the financial industry since 1994. Stephanie is responsible for the Asian investments in HSBC Asset Management’s multi regional strategies including GEM and BRIC. She is also responsible for managing the EM High Conviction strategy. Prior to joining HSBC in 2006, Stephanie was a portfolio manager at Invesco Asset Management and F&C Asset Management where she was responsible for Asian Equities. Stephanie holds a BSc and MSc in Economics from the London School of Economics (UK). | ||
Nicholas Richard William Timberlake | Senior Portfolio Manager | 2015 | 2020 |
自傳 | Nick Timberlake is Global Head of Emerging Markets for Halbis Ltd and has been working in the industry since 1992. Prior to joining Halbis in 2005 Nick was employed by F&C Asset Management as a Senior Global Emerging Market Portfolio Manager.He has an MA(Hons) Degree in Geography and Economics from the University of Dundee and qualified as an associate of the Institute of Investment Management in 1993. | ||
Patrick Gautier | Portfolio Manager | 2006 | 2015 |
自傳 | Patrick Gautier is Portfolio Manager, Europe and Emerging Markets for SINOPIA and has been working in the industry since 2000 when he joined SINOPIA. Patrick has been in his current role since 2001. He holds a Masters degree in Banking/Finance and Risk Management fro the University of Paris XIII. |
你確定要封鎖 %USER_NAME%?
此舉將會令你與 %USER_NAME% 之間無法看見對方的Investing.com貼文。
%USER_NAME% 已成功加入你的封鎖清單
你剛解除此人的封鎖,必須等候 48 小時後才可再次封鎖。
我覺得這個評論是:
謝謝!
您的報告已被發送到我們的版主審核