基本資料

投資策略

本基金的投資目標係透過結合定期收益及資本增值的方式獲得高額的投資總收益。

基金經理人

• Eagan Matthew
• 資歷 12年(2012-12-01 至今)

• Matt has 30 years of experience as a portfolio manager and fixed-income analyst. He is co-portfolio manager for a number of Loomis Sayles’ institutional and retail funds and serves as a member of the firm’s board of directors. Matt joined Loomis Sayles in 1997 as a research analyst for the multisector fixed-income team. Prior to Loomis Sayles, he was a senior fixed-income analyst at Liberty Mutual Insurance Company and a senior credit analyst at BancBoston Financial Company. Matt earned a BA from Northeastern University and an MBA from Boston University.

• Stokes Elaine
• 資歷 12年(2012-12-01 至今)

• Elaine M. Stokes joined Loomis Sayles in 1988 and is a Director, Portfolio Manager and Co‑Head of the full discretion team. She has 33 years of investment industry experience. She is also a Co‑Portfolio Manager of the Loomis Sayles Strategic Alpha Fund and other fixed income funds managed by Loomis Sayles. Prior to becoming a Portfolio Manager in 2000, she had experience working in high yield, global and emerging markets. She has served as a senior fixed income trader and portfolio specialist. She earned a BS from St. Michael’s College.

• Fuss Daniel
• 資歷 28年(1997-06-30 至今)

• Dan Fuss，CFA（特許財務分析師）、CIC（註冊投資顧問）：1958 年開始投資生涯，於 1976 年加入 Loomis Sayles，自基金成立起便負責操盤，擁有馬凱特大學（Marquette University）企管碩士學位。

基金費用

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