摩根士丹利環球可轉換債券基金 AH (歐元避險)

43.37歐元0.28(0.65%)
2024/04/23更新
績效 / 
1月1.61%
3月0.51%
1年5.73%
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
809.02百萬截至 2024-04-19
年初至今報酬率
1.00%
殖利率
0.00
晨星評等
成立日期
2009-03-20

投資策略

環球可轉換債券基金之投資目標,乃透過主要投資於在發達或新興市場組建或營運的公司所發行並以全球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

  • Cohen Andrew
  • 資歷 2年(2022-10-01 至今)
  • Andrew Cohen is a portfolio manager for the Global Convertible Bond Strategy. In addition, he is a research analyst on the High Yield team. He is responsible for providing research coverage on energy services, chemicals, and retail sectors. He joined Eaton Vance in 2018. Morgan Stanley acquired Eaton Vance in March 2021. Andrew began his career in the investment industry in 2002. Prior to joining Eaton Vance, he was a portfolio manager at Pentwater Capital Management as well as a high yield analyst at T. Rowe Price. Andrew earned a B.S. from Indiana University and an M.B.A. from the University of Chicago. He is a member of the CFA Society of Chicago and holds the Chartered Financial Analyst designation
  • Wills Tom
  • 資歷 14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/