注冊以創建關於儀器的通知
你所追隨的作者的經濟活動和內容
免費註冊 已有帳戶？ 登入
優惠折扣 50%! 2025年跑贏大市，就用InvestingPro
獲取優惠
3.766
+0.020
+0.45%
24/12 - 關閉. EUR 貨幣
- 晨星評級:
- 總資產: 9.13M
BNY Mellon Global Funds PLC - BNY Mellon Asian Equ
3.766
+0.020
+0.45%
0P00000KT0綜觀
你可在本頁找到深入的紐約銀行美倫亞洲股票投資基金 - A EUR Acc公司檔案，包括0P00000KT0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
該成分基金的目標是達致長期資本增長，主要（即以至少三分之二的成分基金資產）投資於一個由位於亞洲（日本除外）或從當地取得大部分收益的公司所發行股票的組合，以及以最高達三分之一的資產投資於該等公司的股票相關證券組合。該成分基金主要（即以至少三分之二的資產淨值）投資於一個由位於亞洲（日本除外）或從當地取得大部 分收益的公司所發行股票的組合，以及以最高達三分之一的資產淨值投資於該等公司的股票相關證券組合，包括可 換股債券（通常未獲評級）、可轉換優先股及認股權證（認股權證不得超過成分基金資產淨值的 10%限額）。 可投 資於已發展地區及亞洲新興地區（日本除外）。 該成分基金亦可以最高達 25%的資產淨值投資於由並非位於亞洲（日本除外）亦非從亞洲（日本除外）取得大 部分 收益的公司所發行的股票及股票相關證券。該成分基金可透過滬深港通把少於 30%的資產淨值投資於中國 A 股。 有關 滬深港通的進一步詳情載於《發行章程》附件 V。 該成分基金的投資大部分須在亞洲及太平洋地區的合資格市場上市或買賣。 此外，該成分基金不會將其資產淨值合計超過 10%投資於集合投資計劃。
聯絡資訊
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Liliana Dearth | Head of Emerging Market & Asia Equities | 2023 | now |
| 自傳 | Liliana is head of emerging market and Asia equities. She is a highly experienced portfolio manager and accomplished team leader, having managed equity strategies for more than 20 years. Liliana joined Newton from Wellington Management, where she led the development and management of various emerging-market strategies, including the Emerging Market Small Cap Discovery and Emerging Market Impact strategies, initially from Singapore and latterly from London. Liliana began her career as an emerging markets analyst at HSBC in New York, before spending 18 years at AllianceBernstein, where she was lead portfolio manager of the AB International Discovery Fund and the thematic AB Emerging Consumer Fund. She has a bachelor’s degree in economics from Universidad de Carabobo in Venezuela and an MBA from the MIT Sloan School of Management. Outside of work, Liliana enjoys travelling and yoga. Joined Newton: 2023 Joined industry: 1997 | ||
| Alex Khosla | - | 2023 | now |
| 自傳 | Alex Khosla is a member of Newton’s emerging markets and Asia equities team. Alex joined Newton in 2022 to help manage global emerging markets and Asia portfolios. He joined us from Aikya Investment Management, where he was a research analyst covering global emerging markets. Prior to that, he was at Stewart Investors, and he worked previously with Paul Birchenough and Ian Smith at AXA Framlington, where he supported them in managing the firm’s global emerging markets funds. He began his career at UBS Investment Bank. Alex has a BA (Hons) in Philosophy, Politics and Economics from Oxford Univ | ||
| Ian Smith | PM | 2020 | 2023 |
| 自傳 | Ian Smith is a portfolio manager for William Blair’s Emerging Markets Leaders strategy. Before joining the firm in 2024, he was a global emerging markets portfolio manager at Newton from 2020 to 2023. Previously, Ian was a global emerging markets equity portfolio manager at AXA Investment Managers, where he worked since 2012. Before joining AXA, Ian was a research analyst covering Asian financials at Matrix Group and a research analyst covering emerging market financials at Nevsky Capital. Ian is an Associate Chartered Accountant (ACA). He received a B.A. in economics and politics from Durham University. | ||
| Paul Birchenough | Fund Manager | 2020 | 2023 |
| 自傳 | Paul Birchenough is a portfolio manager for William Blair’s Emerging Markets Leaders strategy. Before joining the firm in 2024, he was a global emerging markets portfolio manager at Newton from 2020 to 2023. Previously, Paul was a global emerging markets equity portfolio manager at AXA Investment Managers, where he worked since 2011. Before joining AXA, Paul was a research analyst at Nevsky Capital. Before that, he held various roles at KPMG, including positions in corporate finance, transaction services, and audit. Paul is an Associate Chartered Accountant (ACA). He received a BSc Hons in mathematics from Nottingham University. | ||
| Sophia Whitbread | Analyst | 2020 | 2021 |
| 自傳 | Sophia is an analyst in the 4Factor team at Ninety One where she focuses on global financials research. Sophia joins the firm having spent over a decade as an Emerging Markets portfolio manager at Newton Investment Management and most recently at Brook Asset Management, where she helped to launch both growth and income portfolios. Sophia started her career at Newton Investment Management where she spent five years as a global financials analyst, from where she moved to Baillie Gifford and then returned to Newton. Sophia graduated from Cambridge University with a Master of Arts in Classics and Master of Philosophy. She also holds the Investment Management Certificate and is a CFA® Charterholder. | ||
| Naomi Waistell | Investment Manager | 2019 | 2020 |
| 自傳 | Ms. Waistell joined Polar Capital in August 2020. From February 2010, she worked at Newton Investment Management where, since September 2014, she was an investment manager on the emerging markets and Asian equity team. Prior to that, she was an investment manager on the European and Global equity teams at Newton, where she has been employed since February 2010. Ms. Whitbread is an investment manager on the emerging markets equities team at Newton, where she was employed from 2005 to 2010 and rejoined in January 2011. Naomi began her career as an associate at Praefinium Partners Investment Management in 2007 before moving to the financial consultancy arm of the Capita Group in 2009. Her specific area of interest and expertise is managing portfolios with an ESG focus. | ||
| Robert Marshall-Lee | Portfolio Manager | 2019 | 2020 |
| 自傳 | Robert is investment leader of the Emerging and Asian equity team. He is a lead portfolio manager and a member of the team managing the Asian Income strategy. Since joining Newton in 1999, Robert has worked as a global industry analyst specialising in the mining, paper, steel, tobacco and utility sectors, before becoming a portfolio manager. Since early 2011, Robert has been the lead manager on our emerging market equity strategies. Robert began his career at Deloitte & Touche as a supervisor in the financial services practice. He holds the ACA (Chartered Accountant) and ASIP (Investment) qualifications. 16 years at Newton 20 years’ investment experience | ||
| Zoe Kan | Portfolio Manager | 2015 | 2019 |
| 自傳 | Zoe is a portfolio manager on the Emerging Markets and Asia Equities team. Zoe joined Newton in 2000 as a dedicated Asia Pacific ex-Japan specialist. Having managed unconstrained Asian equity portfolios, she became lead manager on the Asian Equity Income Funds in 2016. She is also a lead manager on the Emerging Income Fund. Zoe holds a degree in German and Economics, and is a CFA charterholder. Outside of work, Zoe enjoys music and spending time with her young family. | ||
| Caroline Keen | Vice President | 2002 | 2019 |
| 自傳 | Caroline Keen, vice president, is a portfolio manager in the International Equity Group, based in London. Caroline is responsible for global equity strategies including Global Unconstrained. Prior to joining JP Morgan, Caroline spent a decade at Newton Investment Management, where she was a port-folio manager on the Emerging Markets and Asia equity team with responsibility for Asia Pacific ex Japan Portfolios. She began her career at BlackRock. Caroline joined our team in 2019 and holds a B.A. degree in Politics, Philosophy and Economics from St. John's College, Oxford. She is a CFA charterholder. | ||
| Jason Pidcock | Manager | 2014 | 2015 |
| 自傳 | Jason joined Jupiter in 2015 and is currently Head of Strategy, Asian Income as well as the manager. Before joining Jupiter, Jason is a portfolio manager with BNY Mellon (formerly Newton Asset Management), his employer since 2004. Previously he worked at BP, where he was responsible for stock selection and asset allocation in the Asia Pacific ex-Japan region for the BP pension fund. Prior to this, Jason started his career with Henderson Global Investors, where he was assistant fund manager between 1993 and 1996. He was one of a team of six covering 11 stock markets in the Pacific ex-Japan region. | ||
在留言中加插圖表
確認封鎖
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。
舉報此評論
我覺得這個評論是:
評論被加標記
謝謝！
您的報告已被發送到我們的版主審核