本基金之資產(不包括現金及現金等價物)至少67%將投資於新興市場國家註冊成立或於新興巿場國家從事其大部分經濟活動之公司的股 票證券及債務證券,以及於新興市場政府或其機構所發行或擔保之債務證券,當中可包括投資級別、低於投資級別債務證券及小型公司之 股票證券。低於投資級別證券乃被一間獨立評級機構(如穆迪、標準普爾、惠譽)給予最高Ba1/BB+或以下的評級。 本基金將持有其資產之20%至80%於股票證券及其資產之20%至80%於債務證券。 本基金所用之投資過程乃根據對個別證券及其收益潛力的基本分析。投資經理人將隨着時間而積極地改變資產及國家配置以反映巿場情況 及機會。 本基金可透過滬港通及/或深港通投資最多達其資產之10%於中國A股。 本基金可投資的債務證券並無信貸質素或到期日的限制。 本基金最多可持有或然可換股證券達其資產的5%。 現金及現金等價物可以輔助投資方式持有。本基金亦可投資於可轉讓證券集體投資企業及其他集體投資企業。 本基金將不會投資超過其總資產10%於可換股債券,或超過其總資產10%於未經評級證券。本基金將不會投資於資產抵押證券或按揭證券。 本基金不會將其資產淨值10%以上投資於由信貸評級低於投資級別的任何單一國家(包括其政府、該國家的公共或地方當局)所發行或擔 保的證券。本基金有限度投資於金融衍生工具作投資目的。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Omar Negyal | - | 2015 | now |
自傳 | Omar Negyal, executive director, is a portfolio manager within the Emerging Markets and Asia Pacific Equities Team, based in London. An employee since 2012, Omar joined the firm with 14 years of experience in Emerging Markets gained through previous analyst and portfolio management roles at HSBC Global Asset Management, Lansdowne Partners and F&C Asset Management. Omar has an MA, MEng in Chemical Engineering from the University of Cambridge and is a CFA Charterholder. | ||
Joanne Baxter | Executive Director | 2014 | now |
自傳 | Ms. Baxter, Executive Director, is a portfolio manager within the Emerging Markets Debt team. Based in London, she specializes in managing asset allocation and total return portfolios within EMD. Prior to joining the firm, Ms. Baxter served as a trader/ portfolio manager within the emerging markets debt team at Ashmore Group, specializing in CEEMEA credits. | ||
Pierre-Yves Bareau | Managing Director/Lead Portfolio Managers | 2013 | now |
自傳 | Pierre-Yves Bareau, Managing Director, a member of JPMIM’s Global Fixed Income, Currency & Commodities group (GFICC), Mr. Bareau supervises the portfolio management team and shares responsibility for the duration, yield curve, and sector allocation strategies for the Fund. Before joining JPMIM in October 2009, Mr. Bareau was the Chief Investment Officer for Fortis Investments for emerging markets debt for more than 10 years. | ||
Richard Titherington | Managing Director | 2013 | now |
自傳 | Richard Titherington, managing director, is the chief investment officer and head of the Emerging Markets and Asia Pacific (EMAP) Equities team based in Hong Kong. An employee since 1986, Richard was part of the Pacific Regional Group from 1994. He was appointed as a managing director in April 2001 and appointed head of the global emerging markets business in December 2001. Prior to 1994 Richard was a US and international pension fund manager, working in the UK until he transferred to Hong Kong in 1992. Before joining the firm, Richard spent two years as an analyst with UKPI in London. | ||
Sebastian M. Luparia | Executive Director | 2014 | 2015 |
自傳 | Sebastian Luparia, managing director, is a portfolio manager responsible for the Total Emerging Markets Income strategy and is based in New York. He was previously a regional portfolio manager for Latin America portfolios, with a specialisation in Brazil, within the Emerging Markets and Asia Pacific Equities Team. He joined the firm in 1996 and prior to joining the Emerging Markets and Asia Pacific Equities Team was a senior analyst for the Latin American natural resources, cement and construction sectors and global coordinator for the basic materials sector. Previously, Sebastian was an equity and fixed income analyst in Buenos Aires. Fluent in English, Spanish and Portuguese, he holds a B.A. and M.A. in economics from the Argentina Catolica University of Buenos Aires. | ||
Sebastian M. Luparia | Executive Director | 2013 | 2014 |
自傳 | Sebastian Luparia, managing director, is a portfolio manager responsible for the Total Emerging Markets Income strategy and is based in New York. He was previously a regional portfolio manager for Latin America portfolios, with a specialisation in Brazil, within the Emerging Markets and Asia Pacific Equities Team. He joined the firm in 1996 and prior to joining the Emerging Markets and Asia Pacific Equities Team was a senior analyst for the Latin American natural resources, cement and construction sectors and global coordinator for the basic materials sector. Previously, Sebastian was an equity and fixed income analyst in Buenos Aires. Fluent in English, Spanish and Portuguese, he holds a B.A. and M.A. in economics from the Argentina Catolica University of Buenos Aires. | ||
Joanne Baxter | Executive Director | 2013 | 2014 |
自傳 | Ms. Baxter, Executive Director, is a portfolio manager within the Emerging Markets Debt team. Based in London, she specializes in managing asset allocation and total return portfolios within EMD. Prior to joining the firm, Ms. Baxter served as a trader/ portfolio manager within the emerging markets debt team at Ashmore Group, specializing in CEEMEA credits. |
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