本基金旨在透過投資於亞洲小型公司股票(日本除外)的投資組合,提供長期資本增長。 本基金於正常市況下將其至少90%的淨資產投資於在亞洲(日本除外)(包括已發展市場及新興市場)註冊、位於該處或在該處進行大部分商業活 動的公司的股票及等同股票的證券。 本基金將其至少70%的淨資產投資於以市值計被界定為亞洲(日本除外)股票範疇(由摩根士丹利所有國家亞洲(日本除外)指數(MSCI AC Asia ex Japan index)及摩根士丹利所有國家亞洲(日本除外)小型公司指數(MSCI AC Asia ex Japan Small Cap index)混合組成)的最底25%的小型 公司的股票及等同股票的證券。 於中國股票的投資包括但不限於在中華人民共和國(「中國」)的證券交易所上市的中國A股及中國B股(及可能供認購的其他證券)。本基金可 透過滬港股票市場交易互聯互通機制及/或深港股票市場交易互聯互通機制直接投資於中國A股,惟須受適用額度限制所規限。此外,本基金可透過中國A股連接產品(「中國A股連接產品」,例如但不限於與中國A股掛鈎的參與票據)間接投資於中國A股。 本基金可將其最多50%的淨資產透過滬港股票市場交易互聯互通機制及/或深港股票市場交易互聯互通機制投資於中國A股,及將其最多30%的淨 資產投資於中國A股連接產品。本基金對中國A股(透過滬港股票市場交易互聯互通機制、深港股票市場交易互聯互通機制或中國A股連接產品)及 中國B股的最大投資參與為其淨資產的50%。本基金不會將其超過10%的淨資產投資於由中國A股連接產品任何單一發行人發行的中國A股連接產 品。 本基金可將其最多10%的淨資產投資於UCITS及/或其他合資格UCIs(包括滙豐環球投資基金的其他附屬基金)的單位或股份。 本基金可使用金融衍生工具作對沖及現金流管理(例如股權化)用途。然而,本基金不會廣泛使用金融衍生工具作投資用途。本基金獲准使用的金 融衍生工具包括但不限於期貨及外匯遠期(包括非可交付遠期)。金融衍生工具亦可嵌入於本基金可投資的其他工具。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Ka Wai Elina Fung | Investment Director | 2012 | now |
自傳 | Elina Fung, Lead Portfolio Manager, joined HSBC in 2007. She has been working in the finance industry since 1995 and received a Bachelor of Business Administration from the Chinese University of Hong Kong. | ||
Man Chung Alex Kwan | Associate Director | 2012 | now |
自傳 | Alex Kwan, Co-Portfolio Manager, joined HSBC in 2008. Prior to joining HSBC, he worked as an engineer at EMC Corp. He holds a Bachelor of Science in Computer Science and a Master’s Degree in Computer Science and Engineering, both from the University of Michigan, in Ann Arbor, Michigan. He also holds an MBA from the Hong Kong University of Science & Technology. | ||
Husan Pai | Investment Director | 2013 | 2015 |
自傳 | Investment Director, Asia ex Japan Equities, Halbis Capital Management (Hong Kong). Husan Pai is Investment Director for Halbis Capital Management and has been working in the industry since 1987. Prior to joining HSBC in 2003, and moving to Halbis upon its establishment in 2005, Husan worked for Credit Agricole Asset Management as a director of investment, and for AIG Investment Corporation. | ||
Michael Dillon | Portfolio Manager | 2011 | 2014 |
自傳 | Mick Dillon, CFA, is the lead portfolio manager of the Brown Advisory Global Leaders strategy. He formerly worked at HSBC Global Asset Management in Hong Kong, where he was the co-head of Asian equities. Mick is originally from Australia and graduated from University of Melbourne, where he was awarded three Bachelor degrees in six years. | ||
Leilani Lam | - | 2010 | 2011 |
Andrew Lee | Manager | 2010 | 2011 |
自傳 | Andrew joined in 2000 as a manager for quantitative analysis. 1997 to 2000 – operations supervisor, Merrill Lynch Asset Management (HK) 1996 to 1997 – operations associate, Merrill Lynch Asset Management (HK) 1995 to 1996 – business support representative, Merrill Lynch Asset Management (HK) 1994 to 1995 – HR systems specialist, Hutchison International Limited (HK) BSc, McMaster University, Canada CFA (2000) Financial Risk Manager (FRM) (2002) | ||
Husan Pai | Investment Director | 2006 | 2010 |
自傳 | Investment Director, Asia ex Japan Equities, Halbis Capital Management (Hong Kong). Husan Pai is Investment Director for Halbis Capital Management and has been working in the industry since 1987. Prior to joining HSBC in 2003, and moving to Halbis upon its establishment in 2005, Husan worked for Credit Agricole Asset Management as a director of investment, and for AIG Investment Corporation. | ||
Ray F Garman | Associate Director, Sector Head | 2002 | 2006 |
自傳 | Ray is an Associate Director in HSBC Asset management (Hong Kong) and is the Sector Leader for Technology, Asia Pacific, excluding Japan. He also covers global technology as a member of the Global Technology team. Prior to joining AMHK in October of 2001. At Fillmore, Ray developed a series of publicly traded and private portfolios in both developed and developing economies. Ray's focus has historically been in asset allocation among the technology and infrastructure sectors of the global market. Ray is a | ||
Sam Lau | Director | 2000 | 2002 |
自傳 | Lau is director of Invesco Asia Limited, his employer since 1994. Previously, he was an associate at J.P. Morgan (Hong Kong). Prior to that, he served as an investment analyst with W.I. Carr and as an asset manager for Barings and Morgan Guaranty Trust. |
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