安聯新興市場主權債券基金-IT累積類股(歐元避險)
1096.19歐元1.64(0.15%)
2026/01/30更新
本基金至少70%資產依據投資目標投資於債務證券或投資於屬於 J.P. MORGAN Emerging Market Bond (EMBI) Global Diversified 指數的成份國家發行的債務證券；至少50%資產投資於評級至少為 BB 或以上（標準普爾及惠譽）或至少為 Ba2或以上（穆迪）的債務證券；最多30%資產可投資於公司債務證券，此限制不包含由新興市場國家或 J.P. MORGAN Emerging Market Bond (EMBI) Global Diversified 指數的成份國家的政府擁有超過50%或由該國家政府擔保的類主權債券；最多15%資產可投資於中國債券市場；可投資於第一類非投資等級投資（指具有 BB+或更低等級（標準普爾及惠譽）或 Ba1或更低等級（穆迪）的評等，或具有其他信評機構給予的同級評等，或若未經評等，但投資經理認定具有類似品質的債務證券），也可投資於評等為 CC 或更低評級（標準普爾）的債務證券（其中包括最多10%的違約證券）；最多10%資產可投資於可轉換債務證券；最多20%資產可為非美元貨幣曝險；最多20%資產得投資於 ABS 及/或 MBS。本基金之存續期間介於1至10年間。
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Giulia Pellegrini Senior Emerging Market Portfolio Manager 14 years’ industry experience Joined the Global Fixed Income team in 2020 Previously Head of Sustainable EM Debt at BlackRock Prior to that, Sub-Saharan Africa Chief Economist & Strategist at JPMorgan Economist at the World Bank Began her career as an Economist in Nigeria’s Debt Management Office MSc Economics for Development, University of Oxford, St Antony’s College and PostGrad. Certificate Econometrics, BirkBeck, University of London, UK BSc Economics, School of Oriental & African Studies (SOAS), University of London, UK
Eoghan McDonagh Portfolio Manager 15 years’ industry experience 6 years with Global Fixed Income team Previously Trader at Eclectica Asset Management Prior to that, Market Maker in CEEMEA EMD at Credit Suisse BBLS in Business and Legal Studies, University College Dublin, Ireland
Richard House Head of Emerging Markets 26 years’ industry experience 2 year with Global Fixed Income team Previously Head of Emerging Market Debt at Standard Life Prior to that, Head of Emerging Market Debt at Threadneedle Asset Management; EMD Portfolio Manager at HSBC and EMD trader at Wadhwani Asset Management Began his career as an Emerging markets economist with Lombard Odier Asset Management MSc in Finance and Economics, University of York, UK BSc in Economics, University of Sunderland, UK
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