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本基金的目標是提供中長線收益兼資本增值。 本基金尋求透過主要(至少為本基金資產淨值的 70%)投資於債務證券及上市環球股票的靈活配置而實現其目標。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Stuart Edwards | - | 2021 | now |
Alexandra Ivanova | - | 2020 | now |
Stephen Anness | fully fledged Portfolio Manager | 2019 | now |
自傳 | Stephen joined Invesco in July 2002 where he began his investment career. After graduating he joined Invesco Perpetual as a Trainee Analyst. Since then, Stephen’s role has developed as he gained more experience. Having come through the ranks of the UK Equities team, absorbing its methodology and approach, Stephen became a fully fledged fund manager in September 2004 managing the UK portion of a variety of Pan European mandates. | ||
Paul Read | Co-Head | 2014 | 2021 |
自傳 | Paul began his career with UBS (Securities) Ltd, then moved to Merrill Lynch International in 1986. Paul initially worked on the bond sales desk, covering institutional investment managers, before moving onto debt trading and working as a director of fixed income trading in Tokyo from 1991 and in Paris from 1993. Paul joined Perpetual's Fixed Interest team in 1995 and is Joint Head of Fixed Interest Investment with Paul Causer. | ||
Paul Causer | Co-Head | 2014 | 2021 |
自傳 | Paul is based in our Henley office. He began his investment experience in 1983, prior to which he achieved a BSc in Economics at the London School of Economics. He joined the group in 1994 and Co-Heads the Fixed Income Team. | ||
Nick Mustoe | Portfolio Manager | 2014 | 2018 |
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