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本基金的基本投資目標, 是提供稍為穩定的每月收益, 以及中長線資本保值。基金主要分散投資於美元債券及股票。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
James R. Huggan | Other Executives | 2019 | now |
自傳 | Jim Huggan, CFA Bcomm, joined the firm in July 1999 as a Senior Portfolio Manager, responsible for Canadian Fixed Income. Prior to this, Jim spent over 2 years as a Senior Portfolio Manager for the Fixed Income Component of the Workers' Compensation Board of BC Accident fund. Previously, Jim was a Portfolio Manager at the British Columbia Provincial Treasury Investments Branch and has over 12 years of investment experience. | ||
Eddie W. Fung | Portfolio Manager | 2019 | now |
James R. Huggan | Other Executives | 2011 | 2019 |
自傳 | Jim Huggan, CFA Bcomm, joined the firm in July 1999 as a Senior Portfolio Manager, responsible for Canadian Fixed Income. Prior to this, Jim spent over 2 years as a Senior Portfolio Manager for the Fixed Income Component of the Workers' Compensation Board of BC Accident fund. Previously, Jim was a Portfolio Manager at the British Columbia Provincial Treasury Investments Branch and has over 12 years of investment experience. | ||
Derek Amery | Head | 2011 | 2019 |
自傳 | Derek has over 20 years of investment industry. He spent 16 years as a Portfolio Manager at HSBC Global Asset Management, the last 11 of these years as the Head of Canadian Fixed Income. He was directly responsible for over $6 billion in AUM.Before joining HSBC, Derek worked at TAL Global Asset Management for nine years, first as an Analyst and then as Portfolio Manager. Derek has been a CFA charterholder since September 1998. Prior to this he earned an MA in Economics from Dalhousie University and a BA (Honours) in Economics from Queen’s University. |
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