摩根士丹利環球可轉換債券基金 AH

基本資料

投資策略

此基金之投資目標，乃透過主要投資於在發達市場或者新興市場組建或營運的公司所發行並以全球主要貨幣計值之可轉換債券，尋求以美元計算之長線資本增值。

基金經理人

• Class Richard
• 資歷 3年(2018-04-16 至今)

• Richard is a member of the Fixed Income team. He joined Morgan Stanley in 2009 and has 16 years of investment experience. Previously, he ran Financial Product training for the Firm. Before joining Morgan Stanley, Richard was a fixed income trader of interest rate, currency and credit products and was a director of an independent training consultancy. Richard has a Mathematics degree from Oxford University.

• Roth Christian
• 資歷 11年(2010-03-31 至今)

• Chris is the head of Global Multi-Sector on the Global Fixed Income team. He joined Morgan Stanley in 1991 and has 32 years of investment experience. Prior to joining the firm, he was a senior associate in the Merchant Banking group of Dean Witter Capital Corporation. Chris received a B.S. in economics from the Wharton School of the University of Pennsylvania. He holds the Chartered Financial Analyst designation and is a member of the Global Fixed Income Institute.

• Wills Tom
• 資歷 11年(2010-03-31 至今)

• Tom is a portfolio manager of the Global Convertible Bond strategy. He joined Morgan Stanley in 2010 and has 16 years of investment experience. Prior to joining the firm, he was a senior fund manager of global convertibles at Aviva Investors. Tom received a B.Comm in finance from the University of Toronto, and an M.B.A. from Oxford University. Tom is also a Canadian Chartered Accountant and a Chartered Financial Analyst.

基金費用

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