基本資料

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。

基金經理人

• Balls Andrew
• 資歷 9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 9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 9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.

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