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143.650
+1.010
+0.71%
- 晨星評級:
- 總資產: 39.88M
New Capital China Equity Fund USD Inst Acc
143.650
+1.010
+0.71%
0P0000X1VY綜觀
你可在本頁找到深入的New Capital China Equity Fund USD Inst Acc公司檔案，包括0P0000X1VY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
創凱中國股票基金的投資目標是達致資本增值。子基金將投資其資產淨值最少70%（及最多100%）於主要辦事處位於中華人民共和國（「中國」）及香港或主要業務活動於中國及香港進行，證券在全世界認可市場上市或買賣的公司的股票。投資管理人採納基本的選股方法實踐其投資策略，投資其資產淨值最多100%於具有「再評級潛力」的公司（即備受市場低估的公司），並尋求「按合理價格買入增長」，專注於估值合理及無行業偏好的公司。純粹作為例子，該等具有「再評級潛力」的公司包括目前錄得虧損，但在減低虧損方面展示穩定進度，並（投資管理人／子投資管理人認為）最終可能有利可圖的公司。子基金迄今尚未投資於任何該錄得虧損的公司。此外，該錄得虧損的公司必須擁有穩健的資產負債表及強勁的管理層，方有望減低破產風險。子基金可透過滬港股票市場交易互聯互通機制或深港股票市場交易互聯互通機制（統稱「滬港通及深港通」），投資其資產淨值最多100%於上海證券交易所或深圳證券交易所上市的中國A股。此外，子基金亦可透過合格境外機構投資者（「QFII」）所發行的參與票據，以及投資於主要投資中國A股的其他集體投資計劃，間接投資於中國A股（然而，子基金於集體投資計劃的投資合共不得超過其資產淨值10%）。子基金將不會投資於中國B股。子基金短期可能將其資產淨值的最多10%投資於主要辦事處位於中國及香港或主要於中國及香港進行業務活動的企業的無上市股本證券。子基金可將其資產淨值的最多15%投資於具有投資級別的定息證券及於認可市場上市或買賣的優先股。
聯絡資訊
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Daisy Li | - | 2021 | now |
| 自傳 | Daisy is Co-Portfolio Manager of the New Capital China Equity Fund. Prior to joining EFGAM in 2020, she spent 2.5 years at Elephas Investment, a Shanghai based global hedge fund, as an investment analyst. Prior to Elephas, Daisy was with Morgan Stanley Hong Kong for 4 years, covering China energy and chemical names. Daisy was born and raised in Mainland China. She holds double degrees of Bachelor of Business Administration and Bachelor of Engineering, from the Hong Kong University of Science & Technology. | ||
| Chris Chan | - | 2019 | now |
| 自傳 | Chris manages the New Capital Asia Future Leaders Fund and is Co-Manager of the New Capital China Equity Fund and the New Capital Emerging Markets Future Leaders Fund. He joined EFGAM in 2015 as an Equity Analyst. Previously he worked at Signia Wealth, a wealth management boutique, where he spent three years as an equity investment manager. Before that, he worked at Blackfriars Asset Management, a global emerging markets manager, for three years as an equity research analyst. Chris has a bachelor’s degree in Business and Economics from Liverpool University, MSc in Accounting and Finance from Bath University and is also a CFA Charterholder. | ||
| Jeff Li | Senior Portfolio Manager | 2019 | 2021 |
| 自傳 | Jeff is Senior Portfolio Manager for the New Capital Global Equity Conviction Fund and Co-Portfolio Manager for the New Capital China Equity Fund. Prior to joining EFGAM, Jeff spent three years in equity research at Goldman Sachs International and UBS Investment Bank, and four years working as an equity analyst at Rioni Capital Partners LLP, a global emerging market fund. Jeff is a CFA Charterholder, obtained a Bachelor Degree of Engineering from Tsinghua University in China, MPhil in Management Studies at University of Cambridge and MSc in Accounting & Finance at London School of Economics. | ||
| Claudia Ching | - | 2019 | 2021 |
| Mansfield Mok | - | 2012 | 2019 |
| 自傳 | Mansfield Mok manages EFG Asset Management’s New Capital China Equity Fund. Prior to joining EFGAM, Mansfield was a senior fund manager at GAM, where he spent five years managing investments in Hong Kong and China, with a fund worth USD $1.5 billion. The GAM Star China Equity Fund, co-managed by Mansfield, outperformed the MSCI China Index from August 2007 to April 2012 by 72.1% net of fees. Previously, he assisted in creating Munich Re Asia Capital Management’s first Asian Investment office in 2000 where he ran Singapore and Malaysia local currency balanced portfolios, single country equity funds and co-managed Asian equity portfolios. In 1990, he started his career as an analyst with Hoare Govett before moving on to ING Barings Securities HK Limited two years later. Mansfield holds an MSc in Financial Engineering, an MBA and a BSc in Industrial Engineering. | ||
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