美盛西方資產全球藍籌債券基金優類股美元累積型

142.60美元0.03(0.02%)
2024/06/20更新
績效 / 
1月0.49%
3月0.93%
1年6%
晨星評等

基本資料

基金公司/總代理人
美盛證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
全球公司債券
基金家族
Franklin Templeton International Services S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Corp Bd GR USD
基金規模
471.74百萬截至 2024-06-18
年初至今報酬率
0.96%
殖利率
0.00
晨星評等
成立日期
2009-06-02

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。

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

  • Buchanan Michael
  • 資歷 0年(2024-03-01 至今)
  • Michael C. Buchanan is Deputy Chief Investment Officer at Western Asset. Mr. Buchanan has been in the fixed-income industry since 1990. As Deputy Chief Investment Officer, Mr. Buchanan has direct oversight of Western Asset’s Global Credit Team, which covers U.S. and non-US investment-grade, high-yield and bank loan sectors. Mr. Buchanan also leads the Global Credit Committee, which ultimately determines overall firmwide credit themes. Prior to joining Western Asset in 2005, Mr. Buchanan 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. Mr. Buchanan also worked at BlackRock Financial Management as Managing Director and Portfolio Manager and at Conseco Capital Management as Vice President and Portfolio Manager. Mr. Buchanan 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 7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

最低認購金額
5,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.35%
最高管理費
0.35%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
美盛證券投資顧問股份有限公司
聯絡電話
(02)8722-1666
基金顧問地址
台北市110信義路五段7號台北101大樓55樓之一
基金顧問網址
www.leggmason.tw