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本基金的目标是提供中长线收益兼资本增值。 本基金寻求透过主要(至少为本基金资产净值的 70%)投资于债务证券及上市环球股票的灵活配置而实现其目标。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Stuart Edwards | - | 2021 | now |
Alexandra Ivanova | - | 2020 | now |
Stephen Anness | fully fledged Portfolio Manager | 2019 | now |
背景介紹 | Stephen joined Invesco in July 2002 where he began his investment career. After graduating he joined Invesco Perpetual as a Trainee Analyst. Since then, Stephen’s role has developed as he gained more experience. Having come through the ranks of the UK Equities team, absorbing its methodology and approach, Stephen became a fully fledged fund manager in September 2004 managing the UK portion of a variety of Pan European mandates. | ||
Paul Read | Co-Head | 2014 | 2021 |
背景介紹 | Paul began his career with UBS (Securities) Ltd, then moved to Merrill Lynch International in 1986. Paul initially worked on the bond sales desk, covering institutional investment managers, before moving onto debt trading and working as a director of fixed income trading in Tokyo from 1991 and in Paris from 1993. Paul joined Perpetual's Fixed Interest team in 1995 and is Joint Head of Fixed Interest Investment with Paul Causer. | ||
Paul Causer | Co-Head | 2014 | 2021 |
背景介紹 | Paul is based in our Henley office. He began his investment experience in 1983, prior to which he achieved a BSc in Economics at the London School of Economics. He joined the group in 1994 and Co-Heads the Fixed Income Team. | ||
Nick Mustoe | Portfolio Manager | 2014 | 2018 |
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