鋒裕匯理基金環球高收益債券A美元(月配息)

38.17美元0.02(0.05%)
2021/10/20更新
績效 / 
1月0.87%
3月0.64%
1年12.34%
晨星評等

基本資料

基金公司/總代理人
鋒裕匯理證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
全球高收益債券
基金家族
Amundi Luxembourg S.A.
公開說明書基準指數
-
晨星組別基準指數
ICE BofAML Gbl HY Constnd TR USD
基金規模
477.50百萬截至 2021-10-19
年初至今報酬率
4.63%
殖利率
5.99
晨星評等
成立日期
2007-03-01

投資策略

本子基金未來將兼顧經常性收益和資本增值,追求最大之總和報酬率。為達到此一目標本子基金將主要(至少總資產之百分之五十)鎖定投資等級以下由美國及非美國發行人所發行之高收益債權證券從事投資操作,包括新興市場之政府及公司發行人所發行者。這些債券證券於購買時的評等將等同或低於標準普爾BB級,或其他國際認可之證券評等機構之相等評等,或投資經理人視為相同之評等者。

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Shulkin Matthew
  • 資歷 2年(2019-09-30 至今)
  • MATTHEW B. SHULKIN, CFA
    VICE PRESIDENT
    PORTFOLIO MANAGER
    Joined Amundi Pioneer: 2013 
    Investment Experience: Since 1996 
    Matt Shulkin is a Vice President and a member of the Amundi Pioneer High Yield portfolio management team in Boston. He focuses on US High Yield investments as a co-manager of several Amundi Pioneer US High Yield portfolios. In addition to his primary role as portfolio manager for these strategies, he helps in selecting US high yield investments for both Global High Yield and Multi-Sector strategies. 
    Prior to joining Amundi Pioneer, Matt spent five years as a high yield analyst covering a wide variety of sectors at MAST Capital Management, a credit hedge fund in Boston. Before MAST, Matt was the sole member of the U.S. credit operation for Tisbury Capital, a London-based hedge fund. At Tisbury, in coordination with the credit team in London, he invested in distressed and high-yield corporate bonds, bank loans and asset-backed securities. Prior to Tisbury, Matt was a Vice President as part of Putnam Investments’ high yield analyst team. In addition to his high yield sector coverage at Putnam, Matt was named the group’s primary distressed analyst in January 2006. Prior to Putnam, Matt worked as a high yield analyst at Morgan Stanley Dean Witter, as part of a five-person team managing a fund. Matt started his career as a junior research analyst on the high yield sales and trading desk at CIBC World Markets in New York City, where he worked from 1996 through 1999. 
    Matt earned his B.A. from Cornell University in 1996, and his M.B.A. from The Wharton School in 2003. He is a CFA® charterholder.
  • Monaghan Ken
  • 資歷 4年(2017-09-29 至今)
  • KEN MONAGHAN, Partner, Portfolio Manager, Head of US High Yield 
    31 years’ industry experience
    Managing Director, ING Ghent Asset Management LLC, New York 
    Director of High Yield sales, Salomon Brothers High Yield department
    Director, Head of High Yield Research Salomon Brothers
    High Yield credit analyst, Salomon Brothers, London and New York
    Credit Analyst, Lord, Abbett & Co
  • Feltus Andrew
  • 資歷 15年(2007-04-02 至今)
  • ANDREW D. FELTUS, CFA
    MANAGING DIRECTOR
    CO-DIRECTOR OF HIGH YIELD, PORTFOLIO MANAGER
    Joined Amundi Pioneer: 1994 
    Investment Experience Since: 1991 
    Andrew Feltus is a Managing Director, Portfolio Manager, and Co-Director of the Amundi Pioneer High Yield team based in Boston. In addition to his role as a Portfolio Manager on U.S. high yield, global high yield, and multisector portfolios, Andrew co-leads a team of portfolio managers who specialize in identifying and capitalizing on high yield and bank loan opportunities globally. The team also provides insight and recommendations for a number of multisector fixed income strategies managed by the U.S. fixed income team. 
    Andrew has been actively managing fixed income portfolios since 1994. He has extensive experience managing a wide range of debt securities globally, including emerging markets and foreign exchange. His experience includes analyzing and managing derivatives since 1992. Andrew joined Amundi Pioneer as a Fixed Income Analyst and became a Portfolio Manager in 2001. Prior to joining Amundi Pioneer, he worked on the bond desk at Massachusetts Financial Services. He holds a B.A. in quantitative economics and philosophy from Tufts University. He is a CFA® charterholder.

基金費用

最低認購金額
11/1000 Share
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.20%
最高管理費
1.35%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
鋒裕匯理證券投資信託股份有限公司
聯絡電話
(02)8101-0696
基金顧問地址
台北市信義區信義路5段7號32樓之一
基金顧問網址
investments.miraeasset.com.tw

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