该成分基金的目标是透过主要投资于全球各地专注于运输及相关技术的创新科技的公司,达 致长期资本 增长。该成分基金主要(即以其资产净值最少80%)投资于全球各地流动创新科技公司(定义见下文)的股票和股票相关证券(包括但不限于普通股及优先股、美国预托证券及环球预托证券(统称为「预托证券」))。流动创新科技公司专注于运输及相关技术的创新科技,包括汽车制造商、零件供应商及汽车科技供应商,其焦点着重于使用、控制和电力相关的运输创新科技,例如增强基础设施和数据处理能力、净化能源生产、先进驾驶辅助系统的安全影响,以及利用或推动此类流动创新科技的公司(「流动创新科技公司」)。流动创新科技公司包括该基金透过涉足不同附属主题投资、支援改善环境结果及其他社会效益(包括减少碳排放及污染、电网现代化,以及改善消费者健康、安全及权利(「流动esg 准则」))的公司。电网现代化包括更高效的能源分配及能源储存、替代电源及相关基础设施的解决方 案。该成分基金将投资于全球多个行业,以反映在运输、汽车零件投资、软件和互联网服务投资之间的 广泛联系。投资经理亦将寻求识别及避免对其认为从环境及/或社会角度会造成重大损害的特定活动范畴(包括若 干能源生产方式)(「投资经理的 Esg 准则」)承受巨大风险的发行人。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Robert C. Zeuthen | Portfolio Manager | 2024 | now |
背景介紹 | Rob is a member of Newton’s equity research team and is a senior portfolio manager on the small mid cap equity team and the lead portfolio manager for the Mobility Innovation strategy. In addition to portfolio management duties, he is responsible for research coverage of the information technology sector. Rob joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Rob was a senior portfolio manager at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Rob worked at Bricoleur Capital leading technology investing for its long/short hedge fund. Rob began his career at Prudential and its subsidiary Jennison Associates, where he helped launch a US small-cap fund and served as an analyst and portfolio manager for global small-cap equities. Rob has a BS with honors in Finance from Boston College. He holds the CFA designation and is a member of the CFA Institute. | ||
Frank Goguen | Research Analyst - TrueCyclical | 2024 | now |
背景介紹 | Frank is a member of Newton’s equity research team. In his current role, Frank is a member of the True Cyclical research analyst POD with coverage focusing on the cyclical areas within the All Country World Index (ACWI) universe, including the global auto industry and industrials. He is also co-portfolio manager of the Mobility Innovation strategy. Frank joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Frank was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Frank has a BS in Finance from Boston College and an MBA in Finance from Bentley University. He received his CFA1 designation in 2006 and is a member of the CFA Institute. | ||
Not Disclosed | - | 2019 | 2024 |
Frank Goguen | Research Analyst - TrueCyclical | 2018 | 2019 |
背景介紹 | Frank is a member of Newton’s equity research team. In his current role, Frank is a member of the True Cyclical research analyst POD with coverage focusing on the cyclical areas within the All Country World Index (ACWI) universe, including the global auto industry and industrials. He is also co-portfolio manager of the Mobility Innovation strategy. Frank joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Frank was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Frank has a BS in Finance from Boston College and an MBA in Finance from Bentley University. He received his CFA1 designation in 2006 and is a member of the CFA Institute. | ||
Barry K. Mills | Lead Portfolio Manager | 2018 | 2019 |
背景介紹 | Mills is a portfolio manager and senior managing analyst with Drefyus, his employer since 1999. Prior to joining the firm, he served as a portfolio manager with Phoenix Funds. From 1995-February 1997, he served as Director of Research for Howe and Rusling, Inc. | ||
Sean P. Fitzgibbon | - | 2018 | 2019 |
背景介紹 | Sean P. Fitzgibbon, CFA Executive Vice President, Senior Portfolio Manager Sean is the lead portfolio manager for the firm's Thematic Active Equity and Emerging Markets Equity strategies. Previously, he worked in research, covering Health Care, Consumer Discretionary, Consumer Staples, Financials and Utilities. Sean received a BS in economics from Northeastern University and an MBA from Babson College. He holds the CFA® designation and is a member of the CFA Institute and the CFA Society Boston. |
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