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53.949
-0.400
-0.73%
- 晨星评级:
- 总资产: 6.02B
First State Asian Equity Plus Fund Class I (Distri
53.949
-0.400
-0.73%
0P00008EPN概述
本页面提供首源环球伞子基金-首源亚洲股本优点基金 I Inc的详细介绍，帮助您了解0P00008EPN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%）投资于在亚太区（不包括日本）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。有关企业乃按其潜在股息增长及长 线资本增值而挑选。投资经理将会选择其相信具有股息增长及价格上升潜力的投资项目。基金可用以投资于亚太区（不包括日本）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 |
|---|---|---|---|
| Sophia Li | - | 2019 | now |
| 背景介紹 | Sophia Li is a Portfolio Manager at FSSA Investment Managers, part of First Sentier Investors. She joined FSSA Investment Managers as a graduate in 2009 and has developed extensive coverage of the companies in North Asia. Sophia manages the team’s Japan equity strategies and is the lead manager of the FSSA Japan Equity strategy and the FSSA Japan Focus strategy. Sophia holds a Master’s degree in Statistics from Harvard University and a Bachelor of Science degree from Fudan University. She is also a CFA charterholder. | ||
| 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). | ||
| Martin Lau | Director | 2003 | now |
| 背景介紹 | Martin Lau is a Managing Partner of FSSA Investment Managers, part of First Sentier Investors. He has been with the team for more than 18 years, starting with the firm as Director, Greater China Equities, in 2002. Martin is the lead fund manager of a number of FSSA strategies: the FSSA Asian Equity Plus strategy, the FSSA Asian Bridge strategy, the FSSA Asia Pacific All Cap strategy, the FSSA China Growth strategy, the FSSA Greater China Growth strategy and the FSSA Hong Kong Growth strategy. Martin has more than 25 years of investment experience and is based in Hong Kong. He graduated from Cambridge University with a Bachelor of Arts degree and a Master’s degree in Engineering. He is also a CFA charterholder. | ||
| Angus Tulloch | Joint Managing Partner | 2003 | 2013 |
| 背景介紹 | Angus Tulloch is Joint Managing Partner of the Asia Pacific/ Global Emerging Markets equity team at First State Investments. Angus’ primary focus is stock selection and portfolio construction. Graduating from Cambridge University in 1970 with a BA (Honours) in Economics and History, Angus worked with Chartered Accountants Whinney Murray (now Ernst & Young) for four years. He then gained substantial industry experience in corporate planning and finance roles with various national companies before joining London stockbrokers Cazenove & Co in 1980. Specialising mainly in Far Eastern markets, Angus spent three of the next eight years with this firm based in Hong Kong as a regional analyst before assuming a fund management role in its London office. In 1988 he returned to Scotland, joining Stewart Ivory (subsequently bought by First State Investments) to establish an Asia Pacific and Emerging Markets capability. Since then, Angus and his team have won many industry awards. | ||
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