基本資料

投資策略

本基金尋求維持本基金的本金，並提供與貨幣市場利率一致的回報。

本基金投資於短期貨幣市場工具及存放於信貸機構的存款。本基金將其資產淨值最少三分之二，投資於以美 元計值及由美國發行人所發行的貨幣市場工具。所有貨幣市場工具的投資必須被副投資經理視為具有高質素。所投 資之所有貨幣市場工具亦將獲得全國認可統計評級組織給予至少A1/優質-1評級，或如無評級，則被副投資經理視為 具有相若信貸質素。

基金經理人

• Kennedy Kevin
• 資歷 20年(2004-02-27 至今)

• Westen Asset Management Company--Portfolio Manager, 2005--present;
  Citigroup Asset Management -- Portfolio Manager, 1993--2005;
  Metropolitan Life -- Portfolio Manager, 1985--1993;
  Kenny & Branisel -- Money Market Trader, 1984--1985;
  Bank of New York -- Trader/PM Treasury Division;
  Stonehill College, B.A.

• Leech S.
• 資歷 20年(2004-02-27 至今)

• "Ken Leech is Western Asset's Chief Investment Officer and has more than 45 years of industry experience. Ken joined the Firm in 1990, and from 1991 to 2021, assets under management grew from just over $5 billion to $408 billion. Ken now leads the Global Portfolios, US Broad Portfolios and Macro Opportunities Teams. He also serves on the Market & Credit Risk Committee, which determines and monitors internal and external risk guidelines, and reviews market and credit risk issues. From 2002-2004, he served as a member of the Treasury Borrowing Advisory Committee.

基金費用

聯絡資訊