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3.711
-0.030
-0.87%
26/11 - 延迟数据. EUR 货币
- 晨星评级:
- 总资产: 8.89M
BNY Mellon Global Funds PLC - BNY Mellon Asian Equ
3.711
-0.030
-0.87%
0P00000KT0概述
本页面提供BNY Mellon Asian Opportunities Fund EUR A Acc的详细介绍，帮助您了解0P00000KT0的高管、总资产、投资策略和联系方式等信息。
投资策略
该成分基金的目标是达致长期资本增长，主要（即以至少三分之二的成分基金资产）投资于一个由位于亚洲（日本除外）或从当地取得大部分收益的公司所发行股票的组合，以及以最高达三分之一的资产投资于该等公司的股票相关证券组合。该成分基金主要（即以至少三分之二的资产净值）投资于一个由位于亚洲（日本除外）或从当地取得大部分收益的公司所发行股票的组合，以及以最高达三分之一的资产净值投资于该等公司的股票相关证券组合，包括可换股债券（通常未获评级）、可转换优先股及认股权证（认股权证不得超过成分基金资产净值的10%限额）。可投 资于已发展地区及亚洲新兴地区（日本除外）。该成分基金亦可以最高达 25%的资产净值投资于由并非位于亚洲（日本除外）亦非从亚洲（日本除外）取得大 部分 收益的公司所发行的股票及股票相关证券。该成分基金可透过沪深港通把少于 30%的资产净值投资于中国 A 股。有关 沪深港通的进一步详情载于《发行章程》附件 V。该成分基金的投资大部分须在亚洲及太平洋地区的合资格市场上市或买卖。此外，该成分基金不会将其资产净值合计超过 10%投资于集合投资计划。
联络信息
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Liliana Dearth | Head of Emerging Market & Asia Equities | 2023 | now |
| 背景介紹 | Liliana is head of emerging market and Asia equities. She is a highly experienced portfolio manager and accomplished team leader, having managed equity strategies for more than 20 years. Liliana joined Newton from Wellington Management, where she led the development and management of various emerging-market strategies, including the Emerging Market Small Cap Discovery and Emerging Market Impact strategies, initially from Singapore and latterly from London. Liliana began her career as an emerging markets analyst at HSBC in New York, before spending 18 years at AllianceBernstein, where she was lead portfolio manager of the AB International Discovery Fund and the thematic AB Emerging Consumer Fund. She has a bachelor’s degree in economics from Universidad de Carabobo in Venezuela and an MBA from the MIT Sloan School of Management. Outside of work, Liliana enjoys travelling and yoga. Joined Newton: 2023 Joined industry: 1997 | ||
| Alex Khosla | - | 2023 | now |
| 背景介紹 | Alex Khosla is a member of Newton’s emerging markets and Asia equities team. Alex joined Newton in 2022 to help manage global emerging markets and Asia portfolios. He joined us from Aikya Investment Management, where he was a research analyst covering global emerging markets. Prior to that, he was at Stewart Investors, and he worked previously with Paul Birchenough and Ian Smith at AXA Framlington, where he supported them in managing the firm’s global emerging markets funds. He began his career at UBS Investment Bank. Alex has a BA (Hons) in Philosophy, Politics and Economics from Oxford Univ | ||
| Ian Smith | PM | 2020 | 2023 |
| 背景介紹 | Ian Smith is a portfolio manager for William Blair’s Emerging Markets Leaders strategy. Before joining the firm in 2024, he was a global emerging markets portfolio manager at Newton from 2020 to 2023. Previously, Ian was a global emerging markets equity portfolio manager at AXA Investment Managers, where he worked since 2012. Before joining AXA, Ian was a research analyst covering Asian financials at Matrix Group and a research analyst covering emerging market financials at Nevsky Capital. Ian is an Associate Chartered Accountant (ACA). He received a B.A. in economics and politics from Durham University. | ||
| Paul Birchenough | Fund Manager | 2020 | 2023 |
| 背景介紹 | Paul Birchenough is a portfolio manager for William Blair’s Emerging Markets Leaders strategy. Before joining the firm in 2024, he was a global emerging markets portfolio manager at Newton from 2020 to 2023. Previously, Paul was a global emerging markets equity portfolio manager at AXA Investment Managers, where he worked since 2011. Before joining AXA, Paul was a research analyst at Nevsky Capital. Before that, he held various roles at KPMG, including positions in corporate finance, transaction services, and audit. Paul is an Associate Chartered Accountant (ACA). He received a BSc Hons in mathematics from Nottingham University. | ||
| Sophia Whitbread | Analyst | 2020 | 2021 |
| 背景介紹 | Sophia is an analyst in the 4Factor team at Ninety One where she focuses on global financials research. Sophia joins the firm having spent over a decade as an Emerging Markets portfolio manager at Newton Investment Management and most recently at Brook Asset Management, where she helped to launch both growth and income portfolios. Sophia started her career at Newton Investment Management where she spent five years as a global financials analyst, from where she moved to Baillie Gifford and then returned to Newton. Sophia graduated from Cambridge University with a Master of Arts in Classics and Master of Philosophy. She also holds the Investment Management Certificate and is a CFA® Charterholder. | ||
| Naomi Waistell | Investment Manager | 2019 | 2020 |
| 背景介紹 | Ms. Waistell joined Polar Capital in August 2020. From February 2010, she worked at Newton Investment Management where, since September 2014, she was an investment manager on the emerging markets and Asian equity team. Prior to that, she was an investment manager on the European and Global equity teams at Newton, where she has been employed since February 2010. Ms. Whitbread is an investment manager on the emerging markets equities team at Newton, where she was employed from 2005 to 2010 and rejoined in January 2011. Naomi began her career as an associate at Praefinium Partners Investment Management in 2007 before moving to the financial consultancy arm of the Capita Group in 2009. Her specific area of interest and expertise is managing portfolios with an ESG focus. | ||
| Robert Marshall-Lee | Portfolio Manager | 2019 | 2020 |
| 背景介紹 | Robert is investment leader of the Emerging and Asian equity team. He is a lead portfolio manager and a member of the team managing the Asian Income strategy. Since joining Newton in 1999, Robert has worked as a global industry analyst specialising in the mining, paper, steel, tobacco and utility sectors, before becoming a portfolio manager. Since early 2011, Robert has been the lead manager on our emerging market equity strategies. Robert began his career at Deloitte & Touche as a supervisor in the financial services practice. He holds the ACA (Chartered Accountant) and ASIP (Investment) qualifications. 16 years at Newton 20 years’ investment experience | ||
| Zoe Kan | Portfolio Manager | 2015 | 2019 |
| 背景介紹 | Zoe is a portfolio manager on the Emerging Markets and Asia Equities team. Zoe joined Newton in 2000 as a dedicated Asia Pacific ex-Japan specialist. Having managed unconstrained Asian equity portfolios, she became lead manager on the Asian Equity Income Funds in 2016. She is also a lead manager on the Emerging Income Fund. Zoe holds a degree in German and Economics, and is a CFA charterholder. Outside of work, Zoe enjoys music and spending time with her young family. | ||
| Caroline Keen | Vice President | 2002 | 2019 |
| 背景介紹 | Caroline Keen, vice president, is a portfolio manager in the International Equity Group, based in London. Caroline is responsible for global equity strategies including Global Unconstrained. Prior to joining JP Morgan, Caroline spent a decade at Newton Investment Management, where she was a port-folio manager on the Emerging Markets and Asia equity team with responsibility for Asia Pacific ex Japan Portfolios. She began her career at BlackRock. Caroline joined our team in 2019 and holds a B.A. degree in Politics, Philosophy and Economics from St. John's College, Oxford. She is a CFA charterholder. | ||
| Jason Pidcock | Manager | 2014 | 2015 |
| 背景介紹 | Jason joined Jupiter in 2015 and is currently Head of Strategy, Asian Income as well as the manager. Before joining Jupiter, Jason is a portfolio manager with BNY Mellon (formerly Newton Asset Management), his employer since 2004. Previously he worked at BP, where he was responsible for stock selection and asset allocation in the Asia Pacific ex-Japan region for the BP pension fund. Prior to this, Jason started his career with Henderson Global Investors, where he was assistant fund manager between 1993 and 1996. He was one of a team of six covering 11 stock markets in the Pacific ex-Japan region. | ||
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