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🔥 我们的AI选股策略科技巨头，自五月以来已大涨7.1%。立即领略AI风采，抓住热门股机遇。
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143.650
+1.010
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- 总资产: 42M
New Capital China Equity Fund USD Inst Acc
143.650
+1.010
+0.71%
0P0000X1VY概述
本页面提供New Capital China Equity Fund USD Inst Acc的详细介绍，帮助您了解0P0000X1VY的高管、总资产、投资策略和联系方式等信息。
投资策略
创凯中国股票基金的投资目标是达致资本增值。子基金将投资其资产净值最少70%（及最多100%）于主要办事处位于中华人民共和国（「中国」）及香港或主要业务活动于中国及香港进行，证券在全世界认可市场上市或买卖的公司的股票。投资管理人采纳基本的选股方法实践其投资策略，投资其资产净值最多100%于具有「再评级潜力」的公司（即备受市场低估的公司），并寻求「按合理价格买入增长」 ，专注于估值合理及无行业偏好的公司。纯粹作为例子，该等具有「再评级潜力」的公司包括目前录得亏损，但在减低亏损方面展示稳定进度，并（投资管理人／子投资管理人认为）最终可能有利可图的公司。子基金迄今尚未投资于任何该录得亏损的公司。此外，该录得亏损的公司必须拥有稳健的资产负债表及强劲的管理层，方有望减低破产风险。子基金可透过沪港股票市场交易互联互通机制或深港股票市场交易互联互通机制（统称「沪港通及深港通」），投资其资产净值最多100%于上海证券交易所或深圳证券交易所上市的中国a股。此外，子基金亦可透过合格境外机构投资者（「Qfii」）所发行的参与票据，以及投资于主要投资中国a股的其他集体投资计划，间接投资于中国a股（然而，子基金于集体投资计划的投资合共不得超过其资产净值10%）。子基金将不会投资于中国b股。子基金短期可能将其资产净值的最多10%投资于主要办事处位于中国及香港或主要于中国及香港进行业务活动的企业的无上市股本证券。子基金可将其资产净值的最多15%投资于具有投资级别的定息证券及于认可市场上市或买卖的优先股。
联络信息
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Daisy Li | - | 2021 | now |
| 背景介紹 | Daisy is Co-Portfolio Manager of the New Capital China Equity Fund. Prior to joining EFGAM in 2020, she spent 2.5 years at Elephas Investment, a Shanghai based global hedge fund, as an investment analyst. Prior to Elephas, Daisy was with Morgan Stanley Hong Kong for 4 years, covering China energy and chemical names. Daisy was born and raised in Mainland China. She holds double degrees of Bachelor of Business Administration and Bachelor of Engineering, from the Hong Kong University of Science & Technology. | ||
| Chris Chan | - | 2019 | now |
| 背景介紹 | Chris manages the New Capital Asia Future Leaders Fund and is Co-Manager of the New Capital China Equity Fund and the New Capital Emerging Markets Future Leaders Fund. He joined EFGAM in 2015 as an Equity Analyst. Previously he worked at Signia Wealth, a wealth management boutique, where he spent three years as an equity investment manager. Before that, he worked at Blackfriars Asset Management, a global emerging markets manager, for three years as an equity research analyst. Chris has a bachelor’s degree in Business and Economics from Liverpool University, MSc in Accounting and Finance from Bath University and is also a CFA Charterholder. | ||
| Jeff Li | Senior Portfolio Manager | 2019 | 2021 |
| 背景介紹 | Jeff is Senior Portfolio Manager for the New Capital Global Equity Conviction Fund and Co-Portfolio Manager for the New Capital China Equity Fund. Prior to joining EFGAM, Jeff spent three years in equity research at Goldman Sachs International and UBS Investment Bank, and four years working as an equity analyst at Rioni Capital Partners LLP, a global emerging market fund. Jeff is a CFA Charterholder, obtained a Bachelor Degree of Engineering from Tsinghua University in China, MPhil in Management Studies at University of Cambridge and MSc in Accounting & Finance at London School of Economics. | ||
| Claudia Ching | - | 2019 | 2021 |
| Mansfield Mok | - | 2012 | 2019 |
| 背景介紹 | Mansfield Mok manages EFG Asset Management’s New Capital China Equity Fund. Prior to joining EFGAM, Mansfield was a senior fund manager at GAM, where he spent five years managing investments in Hong Kong and China, with a fund worth USD $1.5 billion. The GAM Star China Equity Fund, co-managed by Mansfield, outperformed the MSCI China Index from August 2007 to April 2012 by 72.1% net of fees. Previously, he assisted in creating Munich Re Asia Capital Management’s first Asian Investment office in 2000 where he ran Singapore and Malaysia local currency balanced portfolios, single country equity funds and co-managed Asian equity portfolios. In 1990, he started his career as an analyst with Hoare Govett before moving on to ING Barings Securities HK Limited two years later. Mansfield holds an MSc in Financial Engineering, an MBA and a BSc in Industrial Engineering. | ||
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