Overview

The Global Multi Income Balanced multi-asset strategy seeks to generate stable absolute total returns with lower volatility across market cycles. 面對各種市場循環,全球多元收益平衡型多元資產策略致力實現波動性更低且穩定之絕對總回報表現。


Our Global Multi Income Balanced strategy 康利全球多元收益策略

The Global Multi Asset team invests in publicly listed equities, high yield credit, high grade credit, and government bonds across all major developed and emerging market economies. Our investment process combines a bottom-up, proprietary fundamental research and analysis process for security selection with a macro-oriented asset allocation overlay in order to dynamically manage portfolio construction over the economic cycle. We aim to deliver absolute total returns through the market cycle that exceed those of our global peer group of other multi asset balanced funds managed by our competitors.

康利全球多元資產團隊之投資範疇涵蓋主要已開發國家與新興市場之上市交易股票、高收益信用資產、高評等信用資產、與政府公債。我們的投資流程運用獨有之由下而上基本面研究與分析,藉此篩選投資標的並同時採取獨立之總經導向資產配置策略,以期隨著經濟週期動態建構投資組合。我們期望在完整的市場週期下,締造優於同類型基金之絕對總回報表現。

Benefits of a Multi-Asset Portfolio 多元資產投資組合之優勢

Our total-return orientation focuses on both income generation and capital appreciation. As we can review a wide universe of potential investments, we enjoy flexibility on pursuing the most promising opportunities at any point in a market cycle. Our strategy has provided lower volatility than global equities while also optimizing capital returns for our clients.*

我們的總回報投資策略可同時兼顧創造收益與資本增值之投資目標。由於策略佈局寬廣並涵蓋不同投資範疇,因此不論身處景氣循環的任何階段,均可靈活地掌握最佳報酬契機。此策略之波動性低於全球股市,並為客戶締造優越績效*