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該基金旨在通過投資於中華人民共和國、香港特別行政區和台灣公司的股本和股本相關證券,在三年至五年期內扣除費用後提供超過MSCI Golden Dragon (Net TR) index的資本增值。該基金被積極管理及將最少三分之二的資產投資於中華人民共和國、香港特別行政區和台灣公司的股本和股本相關證券。該基金可直接投資於中國B股和中國H股,亦可將少於30%的資產(以淨額計算)直接或間接(例如通過參與票據)通過以下各項投資於中國A股。該基金亦可將不多於三分之一資產直接或間接投資於其他證券(包括其他資產類別)、國家、地區、行業或貨幣、投資基金、認股證及貨幣市場投資項目,和持有現金。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Louisa Lo | Deputy Head | 2002 | now |
自傳 | Louisa Lo is Deputy Head of Asia ex Japan Equities, Head of Greater China Equities at Schroders, which involves fund management for the Greater China and Emerging Asia strategies and is responsible for the overall aspects of the Greater China Equities business. She joined Schroders in 1997 and is based in Hong Kong. Louisa was a Specialist fund manager at Schroders from 1997 to 2007, which involved managing the Greater China mandates for the Schroder ISF Taiwanese Equity, Schroder ISF China Opportunities, Schroder ISF Greater China and Schroder ISF Emerging Asia funds. Prior to joining Schroders, Louisa spent three years working as a research analyst with two securities firms, focusing on Asian Electronics stocks. Investment career commenced in 1993. Qualifications: CFA Charterholder; MA in Applied Finance from Macquarie University; BA in Commerce from University of Melbourne. | ||
Wendy Fung | - | 2002 | 2005 |
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