摩根基金-JPM複合收益債券(美元) - A 股(累計)

基本資料

投資策略

主要投資於全球投資等級債權證券，並於適當時使用衍生性金融工具，以期取得超過全球債券市場的收益。

子基金之資產 ( 不包括現金及與約當現金 ) 至少 67% 將直接或透過使用衍生性金融工具投資於全球投資等級債權證券。該等債權證券之發行人可能位於任何國家，包含新興市場。子基金得投資其大部分之資產於機構房貸抵押證券、資產抵押證券及擔保債券，少部分於其他結構型商品。子基金可在一定之限額下投資未達投資等級及未經評等之債權證券。為達到子基金投資目標，子基金可投資於衍生性金融工具。此衍生性工具亦可用於避險之目的。子基金最高得投資其資產之 5% 於或有可轉換證券。

基金經理人

• Hallam Roger
• 資歷 2年(2020-07-01 至今)

• Roger Hallam, managing director, is the Currency Chief Investment Officer of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in London, he also serves as Chair of the Currency Investment Policy Committee (CIPC). Prior to this role, he was a portfolio manager and interest rate strategist on the Global Rates team. An employee since 2000, Roger previously served as lead interest strategist in peripheral $ bloc markets, recommending and executing peripheral $ bloc trades in segregated and relative value portfolios. He was also involved in the design and implementation of the International Fixed Income Group's derivative infrastructure. Roger has also held fixed income roles in both the middle office and client teams. Roger obtained a B.Sc. in Virology from the University of Warwick and is a CFA charterholder.

• Michalitsianos Andreas
• 資歷 2年(2020-07-01 至今)

• Andreas Michalitsianos, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in London, he is a portfolio manager within the European Investment Grade Corporate Credit Team and is responsible for managing credit exposure across client portfolios. An employee since 2002, Andreas previously worked as a portfolio manager in the Long Duration group in New York. He received a B.Sc. (Hons.) in biochemistry from the University of Warwick in England and is a CFA charterholder.

• Gorain Seamus
• 資歷 2年(2020-07-01 至今)

基金費用

聯絡資訊