PIMCO全球債券(美國除外)基金-E級類別(收息股份)

14.81美元0(0%)
2022/12/07更新
績效 / 
1月2.85%
3月0.44%
1年9.28%
晨星評等

基本資料

基金公司/總代理人
品浩太平洋證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
全球債券 - 美元對沖
基金家族
PIMCO Global Advisors (Ireland) Limited
公開說明書基準指數
-
晨星組別基準指數
BBgBarc Global Aggregate TR Hdg USD
基金規模
738.09百萬截至 2022-11-30
年初至今報酬率
8.76%
殖利率
0.98
晨星評等
成立日期
2008-04-30

投資策略

本基金的投資目標是以維護資本及審慎的投資管理尋求最大總回報。

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

  • Balls Andrew
  • 資歷 8年(2014-09-26 至今)
  • Mr. Balls is PIMCO's CIO Global Fixed Income. Based in London, he oversees the firm’s European, Asia-Pacific, emerging markets and global specialist investment teams. Previously, he was head of European portfolio management, a global portfolio manager in the Newport Beach office and the firm’s global strategist. Prior to joining PIMCO in 2006, he was an economics correspondent and columnist for the Financial Times and a lecturer in economics at Keble College, Oxford. He holds a bachelor's degree from Oxford and a master's degree from Harvard University.
  • Pagani Lorenzo
  • 資歷 8年(2014-09-26 至今)
  • Lorenzo Pagani, Ph.D., is a member of the team responsible for investment decisions for the EQ/PIMCO Global Real Return Portfolio. Dr. Pagani is a managing director and portfolio manager in the London office and head of the European rates desk. He is a member of the global bond and global real return portfolio management teams. Additionally, he is a member of the European Portfolio Committee, the Counterparty Risk Committee, and the Best Execution Committee. He also serves as head of talent management for portfolio management outside of the U.S. Prior to joining PIMCO in 2004, he was with the nuclear engineering department at the Massachusetts Institute of Technology (MIT) and with Procter & Gamble in Italy. He holds a Ph.D. in nuclear engineering from MIT. He graduated from the Financial Technology Option program of MIT/Sloan Business School and holds a joint master of science degree from the Politecnico di Milano in Italy and the Ecole Centrale de Paris in France.
  • Gupta Sachin
  • 資歷 8年(2014-09-26 至今)
  • Sachin Gupta is Managing Director, PIMCO. Mr. Gupta joined PIMCO in 2003. He has previously managed European LDI portfolios and served on the global portfolio management team in PIMCO’s Singapore office. Mr. Gupta has focused on investments in government bonds, sovereign credit derivatives and interest rate derivatives across developed markets. Prior to joining PIMCO, Mr. Gupta was in the fixed income and currency derivatives group at ABN AMRO Bank. He has investment experience since 1997 and holds an MBA from XLRI, India.

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.39%
最高管理費
1.39%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
品浩太平洋證券投資顧問股份有限公司
聯絡電話
866 2 8729 5500
基金顧問地址
40F, No. 68, Sec.5, Zhongxiao E. Rd.,
基金顧問網址
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