該成分基金的目標是透過主要投資於全球各地專注於運輸及相關技術的創新科技的公司,達 致長期資本 增長。該成分基金主要(即以其資產淨值最少 80%)投資於全球各地流動創新科技公司(定義見下文)的股票 和股票相關證券(包括但不限於普通股及優先股、美國預託證券及環球預託證券(統稱為「預託 證 券」))。流動創新科技公司專注於運輸及相關技術的創新科技,包括汽車製造商、零件供應商及汽車科技供應 商,其焦點着重於使用、控制和電力相關的運輸創新科技,例如增強基礎設施和數據處理能力、淨化 能源生產、先 進駕駛輔助系統的安全影響,以及利用或推動此類流動創新科技的公司(「流動創新科 技公司」)。流動創新科技公司包括該基金透過涉足不同附屬主題投資、支援改善環境結果及其他社 會效益(包括減少碳排放及污染、電網現代化,以及改善消費者健康、安全及權利(「流動 ESG 準 則」))的公司。電網現代化包括更高效的能源分配及能源儲存、替代電源及相關基礎設施的解決方 案。該成分基金將投資於全球多個行業,以反映在運輸、汽車零件投資、軟件和互聯網服務投資之間的 廣泛聯繫。 投資經理亦將尋求識別及避免對其認為從環境及/或社會角度會造成重大損害的特定活動範疇(包括若 干能源生產方式)(「投資經理的 ESG 準則」)承受巨大風險的發行人。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Robert C. Zeuthen | Portfolio Manager | 2024 | now |
自傳 | Rob is a member of Newton’s equity research team and is a senior portfolio manager on the small mid cap equity team and the lead portfolio manager for the Mobility Innovation strategy. In addition to portfolio management duties, he is responsible for research coverage of the information technology sector. Rob joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Rob was a senior portfolio manager at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Rob worked at Bricoleur Capital leading technology investing for its long/short hedge fund. Rob began his career at Prudential and its subsidiary Jennison Associates, where he helped launch a US small-cap fund and served as an analyst and portfolio manager for global small-cap equities. Rob has a BS with honors in Finance from Boston College. He holds the CFA designation and is a member of the CFA Institute. | ||
Frank Goguen | Research Analyst - TrueCyclical | 2024 | now |
自傳 | Frank is a member of Newton’s equity research team. In his current role, Frank is a member of the True Cyclical research analyst POD with coverage focusing on the cyclical areas within the All Country World Index (ACWI) universe, including the global auto industry and industrials. He is also co-portfolio manager of the Mobility Innovation strategy. Frank joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Frank was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Frank has a BS in Finance from Boston College and an MBA in Finance from Bentley University. He received his CFA1 designation in 2006 and is a member of the CFA Institute. | ||
Not Disclosed | - | 2019 | 2024 |
Frank Goguen | Research Analyst - TrueCyclical | 2018 | 2019 |
自傳 | Frank is a member of Newton’s equity research team. In his current role, Frank is a member of the True Cyclical research analyst POD with coverage focusing on the cyclical areas within the All Country World Index (ACWI) universe, including the global auto industry and industrials. He is also co-portfolio manager of the Mobility Innovation strategy. Frank joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Frank was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Frank has a BS in Finance from Boston College and an MBA in Finance from Bentley University. He received his CFA1 designation in 2006 and is a member of the CFA Institute. | ||
Barry K. Mills | Lead Portfolio Manager | 2018 | 2019 |
自傳 | Mills is a portfolio manager and senior managing analyst with Drefyus, his employer since 1999. Prior to joining the firm, he served as a portfolio manager with Phoenix Funds. From 1995-February 1997, he served as Director of Research for Howe and Rusling, Inc. | ||
Sean P. Fitzgibbon | - | 2018 | 2019 |
自傳 | Sean P. Fitzgibbon, CFA Executive Vice President, Senior Portfolio Manager Sean is the lead portfolio manager for the firm's Thematic Active Equity and Emerging Markets Equity strategies. Previously, he worked in research, covering Health Care, Consumer Discretionary, Consumer Staples, Financials and Utilities. Sean received a BS in economics from Northeastern University and an MBA from Babson College. He holds the CFA® designation and is a member of the CFA Institute and the CFA Society Boston. |
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