该成分基金的目标是透过主要(即以其总资产最少四分之三)投资于位于全球各地的公司的股本及股本相关证券组合,达致长期资本增值。该成分基金将主要(即以其资产净值最少四分之三)投资于位于全球各地的公司的股本及股本相关证券组合,其中 大部分须于合资格市场上市或买卖。股本相关证券包括普通及优先股票及股份、可转换优先股及认股权证。投资于 认股权证受制于该成分基金资产净值的 10%限额。该成分基金亦可透过美国预托证券及环球预托证券(统称为「预托证券」)等工具而间接投资于环球股本证券。虽然投 资经理可基于其对环球经济、政治及金融状况的分析,在各地区及个别国家之间配置该成分基金的资产而 不受限 制,但该成分基金可能对美国等若干市场作重大投资。该成分基金可以最高达 20%的资产净值投资于位于 新兴市场国家的公司的股本或股本相关证券。就此而言,「新兴市场国家」将为morgan Stanley Capital International Emerging Markets Index(一项旨在量度环球新兴市场的股市表现的指数)(包括指数供应商可能实施的指数的任何随后修订或替代)指明属新兴市场国家的该等国家。在厘定某证券的发行人所在地时,投资经理 会考虑其组成国家;其证券的主要买卖市场;其资产、人员、销售及盈 利的所在地等因素。就该成分基金可投资的股本及股本相关证券而言,市值并无限制。该成分基金不会将其资产净值超过 10%投资于集合投资计划。该成分基金可投资于金融衍生工具以作对冲及有效投资组合管理用途。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Roy Leckie | Executive Director | 2008 | now |
背景介紹 | Roy is Executive Director, Investment & Client Service at Walter Scott. Since joining the firm in 1995, he has held a range of investment, management, client service and governance responsibilities. Roy was integral to the development of the firm’s emerging markets capabilities, and he has played a central role in the stewardship of Walter Scott’s global and international strategies since 2007. Roy joined the firm’s board in 2008 and is Co-Chair of the Investment Management Committee. He holds a BSc (Hons) in Statistics from the University of Glasgow. | ||
Charles Macquaker | Executive Director | 2008 | now |
背景介紹 | Charlie is Executive Director, Investment at Walter Scott. Having joined the firm in 1991, he has held a range of investment, management, client service and governance responsibilities and has had extensive experience of analysing companies around the world, particularly in Europe and Japan. Charles joined the Board in 2009 and is Co-Chair of the Investment Management Committee. He holds a BSc (Econ) (Hons) in European Studies from the University of Buckingham | ||
Jane Henderson | Portfolio Manager | 2008 | now |
背景介紹 | Jane joined Nanuk in 2018 and is one of the firm’s portfolio managers with 30 years’ experience as an investment analyst and portfolio manager in global and Australian equity markets. She was previously employed at Solaris Investment Management as an investment analyst located in Brisbane. Prior to that, she worked in London-based roles with Goldman Sachs and BNY Mellon and, also in London, for nearly 10 years as a portfolio manager with Norges Bank Investment Management. Before her London career, she held senior investment analyst roles in Australia with Queensland Investment Corporation, Perpetual Funds Management and Armstrong Jones Funds Management. Jane has a Bachelor of Commerce degree from the University of Queensland and holds the CFA designation. She completed a Diploma in Arts (Philosophy) at the University of Queensland in 2018 for which she received the Dean’s commendation. |
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