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解鎖優質數據: 高達 50%折扣優惠 InvestingPro 獲取優惠
50.060
-0.080
-0.16%
種類:
基金
市場:
盧森堡
發行者:
UBS Fund Management (Luxembourg) S.A.
國際證券識別碼(ISIN):
LU1226288253
資產類別:
股票
- 晨星評級:
- 總資產: 942.51M
UBS (Lux) Key Selection SICAV - China Allocation O
50.060
-0.080
-0.16%
0P0001633R綜觀
你可在本頁找到深入的瑞銀中國股債基金 P6%-mdist 美元公司檔案，包括0P0001633R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
該子基金的目標為透過投資於以中國為重點的多元化投資組合達致資本增長並帶來收益。在正常情況下，子基金預期將最多 65% 的資產淨值投資於在中國註冊或主要活躍於中國的公司的股票及股 權，並將最多 65% 的資產淨值投資於該等公司的債券及債權（即有抵押責任，例如銀行貸款及其他債務工 具）。實際配置可能會不時改變，且可能會視乎不同因素（包括經濟狀況的轉變）暫時超逾上述百分比。
聯絡資訊
地址
33A, avenue J.-F. Kennedy, L-1855 Luxembourg
Luxembourg, L-1855
Luxembourg
Luxembourg, L-1855
Luxembourg
電話
+352-441 0101
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Hayden Briscoe | - | 2023 | now |
| 自傳 | "Director—Asia Pacific Fixed Income Hayden Briscoe joined AllianceBernstein in August 2009 as Head of Australian & New Zealand Fixed Income and was appointed Director Asia Pacific Fixed Income in March 2011. He has 20 years of experience in the industry and was previously a senior member of the Fixed Interest team at Schroders Australia for nearly three years. Briscoe was responsible for domestic fixed-income funds and global core-plus funds. Prior to Schroders, he spent six years with Colonial First State Investments, managing domestic, global credit and core bond funds, with tactical asset-allocation responsibility across the cash funds. Briscoe teamed with another portfolio manager to set up a global bond fund investment process. He spent nine years with Bankers Trust (BT) in investment banking, starting out trading bonds. Briscoe moved to Macquarie for a short time after the BT merger before joining Colonial First State. He holds a BA in economics from the University of New South Wales. Location: Melbourne " | ||
| Jade Fu | - | 2023 | now |
| 自傳 | Jade is an investment manager in the Barings Multi-Asset investment team, she is responsible for managing a range of multi-asset strategies for Asian institutional clients. Before joining Barings in 2019, she worked at Credit Suisse as a portfolio manager in the Hong Kong Multi-Asset Class Solutions, where she managed both multi-asset and equity portfolios. Prior to that, Jade was an investment manager at a boutique asset management house in London, managing global multi-asset funds. Jade graduated with a BSc in Mathematics and a MSc in Finance, both from Imperial College London. She is a charter holder of CFA. | ||
| Kenly Wong | - | 2020 | now |
| Matthew Bance | - | 2020 | 2023 |
| Gian A. Plebani | Portfolio Manager | 2018 | 2022 |
| 自傳 | Gian Plebani is a portfolio manager on the Investment Solutions team, based in Hong Kong, and a Director at UBS Asset Management. Mr. Plebani is also a member of the Investment Committee. Mr. Plebani has been at UBS Asset Management since 2014, and UBS Wealth Management since 2013. | ||
| Robert L. Worthington | President | 2018 | 2020 |
| 自傳 | Mr. Worthington is responsible for day-to-day management and oversight of Portfolio Management and Risk Management, including investment products, personnel, and joint venture partner relationships. Through his investment management experience, his strong relationships in the investment advisor community, and his understanding of alternative investment structuring, Mr. Worthington will also drive new product development and management. Additionally, Mr. Worthington serves as a member on the investment committee for several Hatteras funds. Prior to joining Hatteras, Mr. Worthington was a Managing Director at JPMorgan Asset Management in the Firm's Institutional Advisory business. Mr. Worthington joined JPMorgan Asset Management in 2004 after its purchase of Undiscovered Managers, LLC, where he had been President from 2001 and a Managing Director for the three years prior. From 1993-1998, Mr. Worthington was a Principal and Senior Vice President of the Burridge Group, LLC. From 1983 -1993, Mr. Worthington held various corporate finance positions with Mellon Bank, Nikko Securities, Bankers Trust and Westpac Banking. He received his Master's of Business Administration with a concentration in finance from the University of Pittsburgh and his Bachelor of Arts degree in economics and political science from the University of Wisconsin. Mr. Worthington has also earned his designation as a Chartered Financial Analyst (CFA). | ||
| Amy Leung | - | 2016 | 2018 |
| 自傳 | Amy is a member of the Investment Solutions team. She is responsible for communicating our multi-asset capabilities and products to current and prospective clients in the Asia Pacific region, as well as assisting with portfolio management and analysis work. Amy is member of the Asset Allocation & Currency Investment Committee. Amy joined UBS Asset Management in May 2014. Prior to this, she was with Bank of China Hong Kong (BOCHK) Asset Management as an Associate Director, Marketing & Client Services for institutional and retail clients. Before this, she was a Senior Portfolio Manager at HSBC Global Asset Management managing global balanced portfolios and designing multi-asset investment strategies. | ||
| Nathan Shetty | - | 2017 | 2018 |
| 自傳 | Prior to Nuveen, Nathan was at UBS as the Global Co-head of Portfolio Management for Investment Solutions, and responsible for the global oversight and performance ownership of $110 billion in multi-asset portfolios. Mandates he oversaw included Absolute Return, Growth, and Risk Managed Solutions. His extensive responsibilities included direct portfolio management, multi-asset investment committee chair, senior management, and client engagement. Prior to UBS, Nathan worked at Mesirow Financial in Chicago, and Pareto Partners in New York, and brings 18 years of investment experience. Graduate degrees include an MBA from the University of Chicago, and a Masters in Statistics from Texas A&M; Nathan has also earned the CFA and FRM designations. | ||
| Keiko Kondo | - | 2015 | 2017 |
| 自傳 | Keiko Kondo is the Head of Multi-Asset Investment, Asia appointed in Sept 2021 and joined Schroders in October 2017 as Deputy Head of Multi-Asset Investment, Asia. Keiko’s responsibilities include helping manage a range of multi asset portfolios in Asia, as well as contributing to the firm’s global investment process. She was the head of the Equity risk premia research team of the Strategic Investment Group Multi-Asset (SIGMA) from Jan 2018 through Sept 2022. Keiko is a member of the Global Asset Allocation Committee (GAAC). Prior to joining Schroders, Keiko was at UBS Asset Management in 2004-2017 where she held a number of positions including Head of Multi Asset Asia-Pacific in Hong Kong and Chief Investment Officer – Japan in Tokyo. With 30 years of industry experience, Keiko also held senior strategist roles at Merrill Lynch, JP Morgan and UFJ Tsubasa Securities. | ||
| Tom Rivers | - | 2015 | 2016 |
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