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🔥 我们的AI选股策略科技巨头，自五月以来已大涨7.1%。立即领略AI风采，抓住热门股机遇。
领取六折优惠
52.655
+0.160
+0.30%
- 晨星评级:
- 总资产: 27.15M
First State Asia Opportunities Fund Class I (Accum
52.655
+0.160
+0.30%
0P00001BJH概述
本页面提供首源环球伞子基金-首源亚洲创新基金 I的详细介绍，帮助您了解0P00001BJH的高管、总资产、投资策略和联系方式等信息。
投资策略
该基金主要（至少其资产净值的70%）投资于在亚洲地区（不包括澳洲、新西兰和日本）上市， 或拥有注册办事处，或进行大部份经济活动的公司的股票证券或股票相关证券（例如优先股、供股及认股权证）。基金可用以投资于亚洲地区（不包括澳洲、新西兰和日本）任何一个或多个新兴市场、任何行业的 资产净值部份并不受任何限制，其可投资的公司的市值亦不受任何限制。虽然基金可在区域内进行投资，但按投资经理的方法所挑选供投资的证券可能不时导致投资组合集 中于若干国家。基金于中国a 股（包括于创业板及/或科创板上市的股票）（无论直接透过qfi或互联互通机制，及／或间接透过股票挂钩或分红票据及集体投资计划）的最高投资参与将不超过基金资产净值的50%。基金于中国 B 股（透过直接投资）的最高投资参与将不超过基金资产净值的10%。基金仅可为进行对冲及有效管理投资组合而使用金融衍生工具。基金不拟就投资目的而借机投资于 金融衍生工具。
联络信息
地址
First Sentier Investors (Ireland) Limited
,
Luxembourg
,
Luxembourg
电话
-
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Rizi Mohanty | - | 2019 | now |
| Richard Jones | - | 2011 | now |
| 背景介紹 | Richard Jones is a Director of First State Stewart Asia, part of First State Investments. Richard has more than 29 years of investment experience in Asia, focused on both company research and portfolio management. He joined the First State Stewart Asia team in January 2010 and is based in Hong Kong. Richard is the lead manager of the First State Asia Opportunities Fund, the First State Asian Growth Fund and the First State Singapore and Malaysia Fund. He is also responsible for managing a number of Asia Pacific Leaders portfolios on behalf of key client segregated accounts. Richard graduated from the London School of Economics with a first class degree in Economics (Government). | ||
| Vinay Agarwal | - | 2019 | 2023 |
| Alistair Thompson | deputy Head | 2013 | 2019 |
| 背景介紹 | Alistair Thompson joined First State's Asia Pacific/ Global Emerging Markets team in January 2003 in the role of Senior Portfolio Manager for Asia Pacific Equity. Alistair plays a supporting role in the management of Global Emerging Markets product, and has specific responsibility for research on Australasian companies. Following the merger of the Edinburgh-based Asia Pacific team with the Hong Kong and Singapore Asian teams in September 2003, Alistair took on the role of Deputy Head of Asia Pacific (ex-Japan) and relocated to Singapore in December 2003.Alistair joined First State from Edinburgh Fund Managers where he worked for nine years and was Head of Asia Pacific (ex Japan). Alistair was the portfolio manager for a range of open ended funds and a leading investment trust. Prior to joining Edinburgh Fund Managers in November 1993, he worked for CIM Fund Managers where he started managing their money market funds from 1990 and their Asian funds from 1992, having joined the firm in 1989. Alistair holds a Diploma in Fund Management from the Securities Institute of London. | ||
| Ho Hsiu-Mei | Senior Portfolio Manager | 2003 | 2011 |
| 背景介紹 | Ho Hsiu-Mei joined First State Investments in January 2003 as senior portfolio manager. She is a specialist in Taiwan, Korea and technology equities. In spring 2007 she was appointed Co-Manager on the Greater China Growth fund and has deputy manager responsibilities on a number of Asia Pacific funds. Hsiu-Mei brings 14 years experience to her role gained at reputable investment managers, including Citigroup Asset Management and Schroder Investment Management (Hong Kong) Limited. Whilst with Schroders from 1990 to 2000, Hsiu-Mei managed some of the top performing Taiwan and Asian Emerging Markets funds in the industry at that time. Hsiu-Mei graduated from the National Taiwan University with a Bachelor of Arts (major in Economics) and holds an MBA (major in Finance) from the University of California, Berkeley, USA. | ||
| Vijay Tohani | Senior Portfolio Manager | 2003 | 2008 |
| 背景介紹 | Vijay Tohani is a Senior Portfolio Manager with First State Investments' Asia Pacific (ex-Japan)/Global Emerging Markets team, having joined the company as a Senior Analyst in April 2000. Vijay initially covered China and South East Asia until the end of 2000 and now focuses on Emerging Asia, in particular Korea and the Indian Sub-continent. Vijay took on portfolio manager responsibilities in October 2003. He relocated from Edinburgh to Singapore in July 2006.Vijay began his career with Ernst & Young where he worked in the audit department specialising in banking and financial services companies from the period 1991-1994. Vijay started his investment career, first on the sell-side, as an Asian Equity Sales specialist for stockbrokers Worldsec International Ltd from 1996-1997 and then on the buy-side, as an Investment Analyst with John Hancock Advisers International Ltd from 1997-1999. Vijay is a CFA charterholder and an Associate member of the UK Society of Investment Professionals. | ||
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