基本資料

投資策略

本基金的目標是在保存資本及審慎投資管理的原則下，賺取最高總回報（即透過深入研究及慎重考慮，確立及施行一 些貫徹一致、規律嚴格並具成本效益的投資的策略，以及持續監察個別證券與總投資組合的風險）。

本基金將其最少三分之二的資產投資於一項由投資級別公司固定收益工具組成的多元化投資組合，其發行機構須於最 少三個國家（美國可為其中之一）設有註冊辦事處或主要業務。本基金主要投資於投資級別固定收益工具，惟可將其 淨資產最多達 15%投資於低於穆迪的 Baa 或低於標準普爾的 BBB 或獲惠譽給予的同等評級，但最少獲穆迪或標準普爾 給予 B 評級或獲惠譽給予同等評級（或若未有評級，則須獲投資顧問視為具備相若質素）的固定收益工具，但並無最 低信貸評級規定的按揭保證證券例外。雖然對按揭證券並無最低信貸評級規定，但在計算低於投資級別證券的上述 15%限額時將計及低於投資級別的按揭證券。本基金可將其資產最多達 25%投資於在經濟上與新興市場國家有連繫的固 定收益工具，當中某些證券可低於投資級別，惟須受上述限制規限。

基金經理人

• Brons Jelle
• 資歷 7年(2016-08-04 至今)

• Jelle Brons, is a member of the team responsible for investment decisions for the EQ/PIMCO Total Return ESG Portfolio. Mr. Brons is an Executive Vice President, specializing in global investment grade credit. He is a member of the ESG portfolio management team, focusing on credit. Mr. Brons is a portfolio manager on the global corporate bond team. Prior to joining PIMCO, Mr. Brons worked at UBS Investment Bank in the credit fixed income department, initially in credit sales and then with the team responsible for CreditDelta, a credit market and portfolio analysis tool.

• Mittal Mohit
• 資歷 7年(2016-08-04 至今)

• Mr. Mittal is CIO - Core Strategies and a managing director in the Newport Beach office. He manages multi-sector portfolios and is a senior member of LDI, Total Return, Dynamic Bond, and Credit portfolio management teams. He also serves as executive sponsor and steering committee member for PIMCO Multicultural. Morningstar named him winner of the 2020 U.S. Morningstar Award for Investing Excellence in the Rising Talent category. He is a member of the Treasury Borrowing Advisory Committee (TBAC), which is an advisory committee governed by federal statute that meets quarterly with the Treasury D

• Kiesel Mark
• 資歷 20年(2003-07-23 至今)

• Mark R. Kiesel is CIO Global Credit at Pacific Investment Management Company LLC (“PIMCO”) and a managing director in the Newport Beach office. He is a member of the Investment Committee, a generalist portfolio manager and the global head of corporate bond portfolio management. He joined PIMCO in 1996 and previously served as PIMCO’s global head of investment grade corporate bonds and as a senior credit analyst. He holds an MBA from the University of Chicago’s Graduate School of Business. He received his undergraduate degree from the University of Michigan.

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