基本資料

投資策略

主要投資於投資等級全球短期固定和浮動利率債券，並於適當時運用衍生性金融工具策略，以期取得較全球市場的短期債券更高的收益。

子基金之總資產（ 不包括現金及與現金相當之財產） 至少67%將直接或透過運用衍生性金融工具投資於全球短期固定及浮動利率債券之投資組合。該等債券之發行人可位於任何國家，包含新興市場。

基金經理人

• Wall Nicholas
• 資歷 2年(2023-03-18 至今)

• Nicholas joined Merian as a fixed income portfolio manager in July 2016. Prior to joining the business, Nicholas worked as a fund manager in the global macro team at Invesco Asset Management, from 2007. He is a CFA charterholder and has an economics degree from the University of York.

• Fitzgerald Cary
• 資歷 4年(2020-07-01 至今)

• Cary Fitzgerald, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Cary is the head of the Short Duration Team which is responsible for multi-sector investment strategies including short-core, short-core plus, short-custom solutions, and stable value. An employee since 2000, Cary previously worked on the Fixed Income Client Portfolio Management Team in the Private Bank and as an analyst within the Internal Consulting Services (ICS) Leadership Development Program. Cary holds a B.B.A. from the College of William and Mary.

• Gorain Seamus
• 資歷 4年(2020-07-01 至今)

• Seamus Mac Gorain, Managing Director, is Head of the Global Rates team in the Global Fixed Income, Currency & Commodities (GFICC) group. Based in London, he is the lead portfolio manager on multi-currency government bond portfolios. Previously, he was a global strategist in JPMorgan Investment Bank, and worked for eight years at the Bank of England, where he managed the UK's foreign currency reserves and produced the MPC's inflation forecasts. He holds a Bachelor of Commerce and French and an M.Sc. in economics from University College Dublin and is a CFA charterholder.

基金費用

聯絡資訊