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

• Michalitsianos Andreas
• 資歷 3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 3年(2020-07-01 至今)

• Bradshaw Myles
• 資歷 3年(2019-11-12 至今)

• Myles Bradshaw, managing director, joins JPMorgan Asset Management as the Head of Global Aggregate Strategies within the Global Fixed Income, Currency and Commodities (GFICC) group. Myles joins from Amundi, where he was Head of the Global Aggregate Fixed Income team. Before joining Amundi, Myles spent 8 years as a portfolio manager at PIMCO. He also worked at Threadneedle Investment Managers, managing global and sterling portfolios. Myles started his career in 1996 as an economist at HM Treasury in London, before moving into asset management with M&G Investments.

基金費用

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