本基金之资产(不包括现金及现金等价物)至少67%将投资于新兴市场国家注册成立或于新兴市场国家从事其大部分经济活动之公司的股票证券及债务证券,以及于新兴市场政府或其机构所发行或担保之债务证券,当中可包括投资级别、低于投资级别债务证券及小型公司之股票证券。低于投资级别证券乃被一间独立评级机构(如穆迪、标准普尔、惠誉)给予最高Ba1/BB+或以下的评级。本基金将持有其资产之20%至80%于股票证券及其资产之20%至80%于债务证券。本基金所用之投资过程乃根据对个别证券及其收益潜力的基本分析。投资经理人将随着时间而积极地改变资产及国家配置以反映市场情况及机会。本基金可透过沪港通及/或深港通投资最多达其资产之10%于中国A股。本基金可投资的债务证券并无信贷质素或到期日的限制。本基金最多可持有或然可换股证券达其资产的5%。现金及现金等价物可以辅助投资方式持有。本基金亦可投资于可转让证券集体投资企业及其他集体投资企业。本基金将不会投资超过其总资产10%于可换股债券,或超过其总资产10%于未经评级证券。本基金将不会投资于资产抵押证券或按揭证券。本基金不会将其资产净值10%以上投资于由信贷评级低于投资级别的任何单一国家(包括其政府、该国家的公共或地方当局)所发行或担保的证券。本基金有限度投资于金融衍生工具作投资目的。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Omar Negyal | - | 2015 | now |
背景介紹 | Omar Negyal, executive director, is a portfolio manager within the Emerging Markets and Asia Pacific Equities Team, based in London. An employee since 2012, Omar joined the firm with 14 years of experience in Emerging Markets gained through previous analyst and portfolio management roles at HSBC Global Asset Management, Lansdowne Partners and F&C Asset Management. Omar has an MA, MEng in Chemical Engineering from the University of Cambridge and is a CFA Charterholder. | ||
Joanne Baxter | Executive Director | 2014 | now |
背景介紹 | Ms. Baxter, Executive Director, is a portfolio manager within the Emerging Markets Debt team. Based in London, she specializes in managing asset allocation and total return portfolios within EMD. Prior to joining the firm, Ms. Baxter served as a trader/ portfolio manager within the emerging markets debt team at Ashmore Group, specializing in CEEMEA credits. | ||
Pierre-Yves Bareau | Managing Director/Lead Portfolio Managers | 2013 | now |
背景介紹 | Pierre-Yves Bareau, Managing Director, a member of JPMIM’s Global Fixed Income, Currency & Commodities group (GFICC), Mr. Bareau supervises the portfolio management team and shares responsibility for the duration, yield curve, and sector allocation strategies for the Fund. Before joining JPMIM in October 2009, Mr. Bareau was the Chief Investment Officer for Fortis Investments for emerging markets debt for more than 10 years. | ||
Richard Titherington | Managing Director | 2013 | now |
背景介紹 | Richard Titherington, managing director, is the chief investment officer and head of the Emerging Markets and Asia Pacific (EMAP) Equities team based in Hong Kong. An employee since 1986, Richard was part of the Pacific Regional Group from 1994. He was appointed as a managing director in April 2001 and appointed head of the global emerging markets business in December 2001. Prior to 1994 Richard was a US and international pension fund manager, working in the UK until he transferred to Hong Kong in 1992. Before joining the firm, Richard spent two years as an analyst with UKPI in London. | ||
Sebastian M. Luparia | Executive Director | 2014 | 2015 |
背景介紹 | Sebastian Luparia, managing director, is a portfolio manager responsible for the Total Emerging Markets Income strategy and is based in New York. He was previously a regional portfolio manager for Latin America portfolios, with a specialisation in Brazil, within the Emerging Markets and Asia Pacific Equities Team. He joined the firm in 1996 and prior to joining the Emerging Markets and Asia Pacific Equities Team was a senior analyst for the Latin American natural resources, cement and construction sectors and global coordinator for the basic materials sector. Previously, Sebastian was an equity and fixed income analyst in Buenos Aires. Fluent in English, Spanish and Portuguese, he holds a B.A. and M.A. in economics from the Argentina Catolica University of Buenos Aires. | ||
Sebastian M. Luparia | Executive Director | 2013 | 2014 |
背景介紹 | Sebastian Luparia, managing director, is a portfolio manager responsible for the Total Emerging Markets Income strategy and is based in New York. He was previously a regional portfolio manager for Latin America portfolios, with a specialisation in Brazil, within the Emerging Markets and Asia Pacific Equities Team. He joined the firm in 1996 and prior to joining the Emerging Markets and Asia Pacific Equities Team was a senior analyst for the Latin American natural resources, cement and construction sectors and global coordinator for the basic materials sector. Previously, Sebastian was an equity and fixed income analyst in Buenos Aires. Fluent in English, Spanish and Portuguese, he holds a B.A. and M.A. in economics from the Argentina Catolica University of Buenos Aires. | ||
Joanne Baxter | Executive Director | 2013 | 2014 |
背景介紹 | Ms. Baxter, Executive Director, is a portfolio manager within the Emerging Markets Debt team. Based in London, she specializes in managing asset allocation and total return portfolios within EMD. Prior to joining the firm, Ms. Baxter served as a trader/ portfolio manager within the emerging markets debt team at Ashmore Group, specializing in CEEMEA credits. |
确定屏蔽%USER_NAME%?
如果屏蔽,您和%USER_NAME%都无法看到相互在Investing.com上发布的信息。
%USER_NAME%已成功添加至屏蔽列表
由于您刚刚取消屏蔽此人,因此必须等待48小时才能重新屏蔽。
您举报该评论的原因为:
谢谢您!
您的举报将会被发送到管理员进行审核