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該基金的目標是達致長期資本增值。該基金尋求透過主要(該基金至少70%的資產淨值)投資於已發展市場中小型企業的股票實現其目標。該基金可將不超過30%的資產淨值投資於貨幣市場工具或不符合上述規定的股票及股票相關證券(可能包括大型公司股票)。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Michael Oliveros | Portfolio Manager | 2023 | now |
自傳 | Michael Oliveros joined M&G in June 2011 as an analyst and since 2013 has worked as a manager and deputy manager of various equity strategies, including the Pan European Select Smaller Companies strategy and the Global Select strategy. Michael previously worked at Credit Suisse for six years, three of these as the market strategist and head of custom solutions in the HOLT group. Prior to Credit Suisse, he worked as an investment banking associate at Valuemetrics Advisors and as a management consultant at SCA Consulting. Michael graduated from the University of Illinois at Urbana-Champaign in 1998 with a BS in finance, minoring in technology and management. He is a CFA charterholder. | ||
Erik Esselink | Member | 2017 | 2023 |
自傳 | Erik Esselink is a Portfolio Manager for Invesco global core equity strategies. Mr. Esselink joined Invesco in 2007 and specializes in the research and management of European equities.Prior to joining Invesco, Mr. Esselink was an institutional equities pan-European specialist with Morgan Stanley. His career started in 1997 with ING Barings in Amsterdam as a member of the institutional equity team for three years, specializing in Dutch equities.Mr. Esselink graduated from the Rotterdam School of Economics (HES) where he studied commercial economics. | ||
Oliver Collin | Analyst | 2017 | 2019 |
自傳 | Oliver joined Invesco in July 2014 as an analyst within Invesco’s European Equities team. His career started in September 2000 with ING Barings, initially within their graduate programme, before becoming a member of their Institutional Equity Sales team, specialising in Pan European mid-cap equities. In January 2006 he joined Berenberg Bank where he specialised in French mid-cap institutional equity sales. In November 2010 he joined Exane BNP Paribas where he latterly led their Pan European Mid Cap Sales team after becoming a Partner in the firm in November 2011. Oliver holds a BSc (Honours) in Economics & Politics from the London School of Economics. | ||
Nick Mustoe | Portfolio Manager | 2011 | 2017 |
Erik Esselink | Member | 2013 | 2015 |
自傳 | Erik Esselink is a Portfolio Manager for Invesco global core equity strategies. Mr. Esselink joined Invesco in 2007 and specializes in the research and management of European equities.Prior to joining Invesco, Mr. Esselink was an institutional equities pan-European specialist with Morgan Stanley. His career started in 1997 with ING Barings in Amsterdam as a member of the institutional equity team for three years, specializing in Dutch equities.Mr. Esselink graduated from the Rotterdam School of Economics (HES) where he studied commercial economics. | ||
Management Team | - | 2011 | 2013 |
自傳 | Team Managed |
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