基本資料

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。

基金經理人

• Cohen Andrew
• 資歷 3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 15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

聯絡資訊