基本資料

投資策略

該基金尋求取得包括資本增值及收益的最大總回報。該基金將其資產淨值至少 70%投資於在美國受監管市場上市或買賣，並具有投資評級，或如無投資評級，則被投資經理及副投資 經理（統稱「西方資產」）視為具有相若信貸質素及由美國發行人發行的債務證券。

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

• Scholnick Julien
• 資歷 18年(2007-04-20 至今)

• – Western Asset Management Company, LLC – Portfolio Manager, 2003-
  – Salomon Smith Barney – Associate, Private Client Group, 2000-2001
  – Digital Coast Partners – Senior Analyst, 1999-2000
  – Arthur Andersen, LLP – Senior Analyst, 1997-1999
  – Cornell University, M.B.A.
  – University of California, Los Angeles, B.A., magna cum laude
  – Chartered Financial Analyst

• Lindbloom Mark
• 資歷 18年(2007-04-20 至今)

• Mark S. Lindbloom , is a portfolio manager. Mr. Lindbloom is a Portfolio Manager at Western Asset and Western Asset Limited. Prior to joining the Firm in 2005, he worked as a portfolio manager at Citigroup Asset Management and Brown Brothers Harriman & Co. He worked in New York Life Ins. as ananlyst from 1978-1980. He hold M.B.A. from Pace University, B.S. from Rider University.

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