本基金借着最少将其三分之二的非现金资产总额投资于在巴西、俄罗斯、印度及中国(包括香港特别行政区)(「新兴四国」)设有其注册办事处及在此等新兴四国的主要证券交易所或其他受监管市场正式上市的公司的股票及等同股票的证券,以及在此等国家有主要业务的公司或大部分商业活动在此等国家进行的公司的股票及等同股票的证券。本基金会策略性地在各新兴四国间进行分配及投资顾问可在认为合适时在新兴四国间提高或减低分配。在每一新兴四国内,本基金会寻求超越指数的总回报表现。选择指数时会考虑的因素主要包括指数的可用性及透明度、指数中成份证劵的流动性及指数对其各自市场的代表性。按有关指数的总比重计,规模较大的公司的股票通常在该等指数中占重要地位。本基金可以背对背式信贷通过高信贷评级的机构购买当地货币。本基金亦可投资于金融衍生工具,例如期货、股票掉期、期权及远期货币合约,以及其他货币及股票衍生工具。本基金拟将该等金融衍生工具用作(当中包括)管理市场风险(最高达本基金资产净值的110%)及货币持仓,但亦在投资顾问相信投资于金融衍生工具将有助本基金达致其投资目标时用作提高回报。使用金融衍生工具有关的整体风险不得超过本基金的资产净值总额。金融衍生工具有关的整体风险将使用风险价值法(Value-at-Risk)计算。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Stephanie Wu | Director and Portfolio Manager | 2020 | now |
背景介紹 | Stephanie Wu is a portfolio manager in the Global Emerging Markets Equity team within HSBC Global Asset Management in London and has been working in the financial industry since 1994. Stephanie is responsible for the Asian investments in HSBC Asset Management’s multi regional strategies including GEM and BRIC. She is also responsible for managing the EM High Conviction strategy. Prior to joining HSBC in 2006, Stephanie was a portfolio manager at Invesco Asset Management and F&C Asset Management where she was responsible for Asian Equities. Stephanie holds a BSc and MSc in Economics from the London School of Economics (UK). | ||
Nicholas Richard William Timberlake | Senior Portfolio Manager | 2015 | 2020 |
背景介紹 | Nick Timberlake is Global Head of Emerging Markets for Halbis Ltd and has been working in the industry since 1992. Prior to joining Halbis in 2005 Nick was employed by F&C Asset Management as a Senior Global Emerging Market Portfolio Manager.He has an MA(Hons) Degree in Geography and Economics from the University of Dundee and qualified as an associate of the Institute of Investment Management in 1993. | ||
Patrick Gautier | Portfolio Manager | 2006 | 2015 |
背景介紹 | Patrick Gautier is Portfolio Manager, Europe and Emerging Markets for SINOPIA and has been working in the industry since 2000 when he joined SINOPIA. Patrick has been in his current role since 2001. He holds a Masters degree in Banking/Finance and Risk Management fro the University of Paris XIII. |
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