基本資料

投資策略

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。

基金經理人

• Ridill Heather
• 資歷 2年(2022-10-01 至今)

• 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.

• Service Scott
• 資歷 13年(2011-08-05 至今)

• 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.

• Schweitzer Lynda
• 資歷 16年(2009-04-01 至今)

• 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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