摩根士丹利環球可轉換債券基金 AH (歐元避險)

48.16歐元0.05(0.1%)
2021/10/22更新
績效 / 
1月0.73%
3月1.03%
1年14.37%
晨星評等

基本資料

基金公司/總代理人
國泰證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
歐元
基金組別
可轉換債券 - 全球歐元對沖
基金家族
MSIM Fund Management (Ireland) Limited
公開說明書基準指數
-
晨星組別基準指數
TReuters Global Focus Hedged CB TR USD
基金規模
569.39百萬截至 2021-10-21
年初至今報酬率
4.67%
殖利率
0.00
晨星評等
成立日期
2009-03-20

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。

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

  • 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 12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 12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

最低認購金額
0歐元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.00%
最高管理費
1.00%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
國泰證券投資顧問股份有限公司
聯絡電話
(02)7710-9696
基金顧問地址
台北市信義區信義路5段108號6樓
基金顧問網址
www.cathayconsult.com.tw/