法盛盧米斯賽勒斯投資等級債券基金-R/D美元級別
68.25美元0.06(0.09%)
2024/11/05更新
本子基金之投資目標在利用高經常收益與資本增值之投資組合以達高投資報酬。 本子基金主要投資於全球各地公司所發行高債信評等之固定收益有價證卷。本子基金至少將總資產的三分之二投資於全球各地公司所發行,信用評等達投資等級之債券與其他性質相類之固定收入有價證券。固定收入有價證券之信用評等等級至少需達BBB-(標準普爾信用評等)、Baa3(穆迪信用評等)、惠譽國際信用評等相當前兩類之信評等級者,或其他雖未經信評,但基金投資經理公司認等級相當者。
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Heather Ridill is a global credit strategist on the global fixed income team at Loomis, Sayles & Company. She is also a co-portfolio manager for the global credit and global corporate strategies. Heather joined Loomis Sayles as a credit research associate in 2007. Beginning in 2012, she spent three years at Loomis Sayles Investments Limited, the firm's London-based entity, as a credit research analyst and later, as a senior credit research analyst. During this time, Heather covered European utilities, global chemicals, and European consumer credits. In 2015, she joined the global fixed income team. Prior to Loomis Sayles, Heather was an equity research assistant at Merrill Lynch. Previously, she was a fund accountant at State Street Bank. Heather earned a BA from Fordham University and an MBA from Boston College.
Scott Service is a portfolio manager and co-head of the global fixed income team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Global Bond Fund. In addition, Scott co-manages global bond and global credit accounts as well as a suite of products outside the US. Scott joined Loomis Sayles in 1995 and was promoted to credit analyst in 1999. Between 2001 and 2003, Scott worked in Paris for Loomis Sayles’ parent company, Natixis Investment Managers, covering European credits across various industries and honing his international credit analysis skills. He returned to the Loomis Sayles fixed income team in 2003 and became leader of the global credit sector team. In 2004, Scott joined the global bond team. Previously, he held financial accounting positions at both State Street Bank and PNC Bank. Scott earned a BS from Babson College and an MBA from Bentley College.
Lynda Schweitzer,CFA(特許財務分析師):1990 年開始投資生涯,於 2001 年加入 Loomis Sayles,自 2008 年開始管理此基金,擁有波士頓大學企管碩士學歷。
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