基本資料

投資策略

首源亞洲優質債券基金（「本基金」）乃首源投資環球傘子基金有限公司（「本公司」）之子基金。本基金為以愛爾蘭為註冊地的互惠基金，其主要監管機構為愛爾蘭中央銀行。本基金的投資目標是透過主要由亞洲政府及企業發行的投資級別定息債券及類似可轉讓工具組成的多元化投資組合，以達致長線回報。本基金主要（至少其資產淨值的70%）投資於亞洲政府或半政府機構發行人以及在亞洲成立、在當地設立總部或經營主要業務的發行機構所發行的債務證券。基金可將其至少70%的資產淨值投資於投資級別債務證券及可換股證券（獲穆迪投資者服務給予Baa3或以上評級或獲標準普爾或其他認可評級機構給予BBB-或以上評級）；或倘未經評級，則須獲投資經理認為質素相若。本基金對債務證券的投資可能包括具有損失吸收特點的證券（包括或有可換股債務證券、高級非優先債務、金融機構處置機制下發行的工具以及銀行或其他金融機構發行的其他資本工具），有關投資將少於本基金資產淨值的30%。本基金亦可投資於資產擔保證券及／或按揭證券，但任何有關投資將少於其資產淨值的30%。

基金經理人

• Kwok Fiona
• 資歷 4年(2021-09-20 至今)

• Foo Nigel
• 資歷 13年(2013-01-31 至今)

• Nigel Foo is a Senior Portfolio Manager in the Asian fixed interest team, based in Singapore. 
  In his role, Nigel is responsible for formulating investment strategies for the Asian bond markets which include both USD and local currency debt. 
  Nigel joined First State Investments in September 2010 as a Portfolio Manager within the Asian fixed interest team. Prior to First State, Nigel spent 6 years with State Street Global Advisors as a fixed income portfolio manager where he gained extensive experience managing one of the largest Asian local currency bond funds in the region, amongst other global fixed income mandates. 
  Nigel has developed strong research and risk management skills since the start of his career in 1997, having worked as an equity research analyst with HSBC and a market risk analyst with both JP Morgan and Credit Suisse First Boston.
  Nigel holds a Bachelor of Business Administration (Major in Finance) from National University of Singapore. He is also a CFA charterholder.

基金費用

聯絡資訊