基本資料

投資策略

該基金的投資目標是透過收益及資本增值達致總回報。該基金的投資組合將保持摩根士丹利環境、社會及管治(「ESG」)評級為 BBB 或更高的平均水平。該基金可將其不多於10%的資產淨值投資於購入時MSCI ESG評級為BB或以下的發行人證券。

基金經理人

• Buchanan Michael
• 資歷 1年(2024-03-01 至今)

• Michael Buchanan is Western Asset's deputy chief investment officer and has been in the fixed-income industry since 1990. As Deputy CIO, Michael has direct oversight of Western Asset's Global Credit Team, which covers US and non-US investment-grade, high-yield and bank loan sectors. He also leads the Global Credit Committee, which ultimately determines overall firmwide credit themes.
  Prior to joining Western Asset in 2005, Michael served as Managing Director and Head of US Credit Products at Credit Suisse Asset Management and as Executive Vice President and Portfolio Manager at Janus Capital Management. He also worked at BlackRock Financial Management as Managing Director and Portfolio Manager and at Conseco Capital Management as Vice President and Portfolio Manager.
  Michael graduated with honors from Brown University. He holds a Bachelor of Arts in Economics, and is a CFA charterholder

• Brist Ryan
• 資歷 6年(2018-07-24 至今)

• – Western Asset Management Company, LLC – Head of Global Investment Grade Credit/Portfolio Manager, 2009-
  – Logan Circle Partners, L.P. – Chief Investment Officer, Portfolio Manager, 2007-2009
  – Delaware Investment Advisors – Co-Chief Investment Officer, Sr. Portfolio Manager, 2000-2007
  – Conseco Capital Management – Vice President, Corporate Bond Trading, 1995-2000
  – Dean Witter Reynolds – Analyst, Corporate Finance, Retail Products Group, 1993-1995
  – Indiana University, B.S. Finance
  – Chartered Financial Analyst

• Rudebeck Annabel
• 資歷 8年(2017-04-26 至今)

• Annabel Rudebeck is primarily responsible for the portfolio advisory services provided to the Desjardins SocieTerra Global Corporate Bond Fund. Ms. Rudebeck is a member of the Global Investment Strategy Committee (GISC) and the Global Credit Committee (GCC) and leads the global credit team in London. She is responsible for the day-to-day management of global credit portfolios as well as the development and implementation of the global credit investment strategy. Ms. Rudebeck holds a Master’s degree in Economics and a Bachelor of Arts in Economics (Honors) from Cambridge University.

基金費用

聯絡資訊