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基金的投資目標為以美元計值的資本增值。基金主要(至少70%)投資於發達市場和新興市場國家公司的股權證券。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Akira Fuse | - | 2019 | now |
自傳 | Akira Fuse, CMA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). In this role, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. He also communicates investment policy, strategy and positioning. He is based in Japan. Akira joined MFS in 2019 in his current role. He previously served as an investment director at Capital Group for eleven years. Prior to that, he was the head of product management, international at Schroder Investment Management for three years, a global equity portfolio manager at Deutsche Asset Management for five years, a portfolio manager for non-Japan equity at IBJ NW Asset Management for three years and a portfolio manager at Sumitomo Life Insurance Company for nine years. He began his career in the financial services industry in 1988. Akira earned a Bachelor of Arts degree in economics from Osaka Prefecture University. He holds the Chartered Member of the Securities Analysts Association of Japan (CMA) designation. | ||
James Keating | Portfolio Manager | 2014 | now |
自傳 | James Keating is Portfolio Manager, General Oversight of a Team of Investment Professionals.James Keating is employed in the investment area of MFS since 2011. | ||
Joseph G. MacDougall | Portfolio Manager | 2013 | 2019 |
自傳 | - As an Equity Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning., . - Joined MFS in 2000; previous positions include Senior Product Manager. - Affiliations include CFA Institute, CFA Society of Boston,. - Boston University, MBA - Boston College, BS | ||
Joseph G. MacDougall | Portfolio Manager | 2005 | 2010 |
自傳 | - As an Equity Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning., . - Joined MFS in 2000; previous positions include Senior Product Manager. - Affiliations include CFA Institute, CFA Society of Boston,. - Boston University, MBA - Boston College, BS | ||
James Keating | Portfolio Manager | 2005 | 2010 |
自傳 | James Keating is Portfolio Manager, General Oversight of a Team of Investment Professionals.James Keating is employed in the investment area of MFS since 2011. | ||
Benjamin S. Kottler | Portfolio Manager | 1998 | 2010 |
自傳 | Ben Kottler, CFA, is an investment officer and an institutional equity portfolio manager of MFS Ben joined MFS in 2005. Prior to working at MFS, Ben served four years for State Street Global Advisors of Boston. Previous to that, he held positions as a European portfolio manager for Brown Brothers Harriman. Ben earned his bachelor's degree from the University of Durham. |
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