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本子基金的投资目标,是在妥善兼顾投资资本的安全和基金资产流通的同时实现高增长以及合理的收入水平。子基金资产应按分散风险的原则进行投资。除于子基金的投资策略中有指明外,子基金将各自资产的最少70%投资于由有关子基金名称中提及之指数所包含的公司或由子基金名称中提及之国家或地区中的注册公司或由主要活跃于有关子基金名称中提及的国家、地区或行业的公司的股票、诸如合作社股份和参与票证(股份和股权)等其他股权性份额、短期证券、股息权证书以及证券认购证等。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Kevin Barker | - | 2024 | now |
Marie Paske | - | 2024 | now |
Xavier Lefranc | - | 2024 | now |
Maximilian Anderl | - | 2015 | 2024 |
背景介紹 | Maximilian Anderl is Head of Concentrated Alpha Equity within UBS Asset Managment and is the lead portfolio manager for the Global and European Concentrated Alpha long only and long / short strategies. Maximilian has worked on the Concentrated Alpha team and its distinctive approach and strategies since its inception in 2004, becoming head of that team in January 2011. Maximilian joined the European Equity Team in London in 2002, having joined UBS Asset Management, Zurich, in 2000 as an equity fund manager. In that role he was responsible for the retail funds and European client mandates. Prior to joining UBS, Maximilian worked in academic research, university teaching, research and development and corporate finance for the pharmaceutical industry. Maximilian is a Regular Member of the CFA Society of the UK and the CFA Institute. | ||
Jeremy Leung | - | 2011 | 2024 |
背景介紹 | Jeremy Leung is Portfolio Manager on the Concentrated Alpha Equity team at UBS Asset Management. He is responsible for supporting the investment process and strategy communication for the team. Prior to undertaking his role in March 2011, Jeremy was a Quantitative Analyst within the Equities Group. He was responsible for conducting quantitative and fundamental research for the Group’s investment teams. He also worked extensively on the Group’s fundamental equity valuation model. Prior to joining UBS in 2007, Jeremy worked as a consultant for FactSet Research Systems. He was responsible for providing advice and support to large investment managers across Europe on various analytical tools for investing. Jeremy is a Regular Member of the CFA Society of the UK and the CFA Institute. | ||
Richard Williams | Portfolio Manager | 2016 | 2017 |
James Collyer | - | 2011 | 2011 |
Richard Mears | Portfolio Manager | 2010 | 2011 |
背景介紹 | Rich is a member of the Fixed Income team with responsibility for fixed income security credit analysis. He joined PNC Capital Advisors, LLC or its predecessor in 2004, after spending five years as a financial analyst with National City Corporation's Institutional Asset Management division and over two years with Retirement Plan Services. Rich holds a B.S. from Miami University and an M.B.A. from Case Western Reserve University and is a CFA charterholder. | ||
Gustav Biner | - | 1998 | 2010 |
Michaela Tanner | - | 1998 | 2010 |
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