安聯美元高收益基金-AT累積類股(美元)

14.59美元0.01(0.07%)
2021/07/23更新
績效 / 
1月0.62%
3月1.67%
1年8.56%
晨星評等

基本資料

基金公司/總代理人
安聯證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
美元高收益債券
基金家族
Allianz Global Investors GmbH
公開說明書基準指數
-
晨星組別基準指數
BBgBarc US Corporate High Yield TR USD
基金規模
1,031.88百萬截至 2021-07-23
年初至今報酬率
2.89%
殖利率
0.00
晨星評等
成立日期
2011-10-21

投資策略

本附屬基金的投資政策,乃達致長期資本增值和收益。附屬基金將透過主要投資於未達投資級別的美國企業債券以達致投資目標。

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

  • Oberto David
  • 資歷 5年(2017-01-01 至今)
  • Mr. Oberto is a portfolio manager and a director with Allianz Global Investors, which he joined in 2007. He has portfolio management, research and trading responsibilities for the Income and Growth Strategies team. He has been a portfolio manager for the firm’s US High Yield Bond strategy since 2017. In addition to management responsibility for institutional clients, Mr. Oberto is responsible for managing multiple closed-end and open-end mutual funds. He has 17 years of investment industry experience. Mr. Oberto was previously a portfolio administrator, a credit default swaps (CDS) account manager and a trade-closer for Bain Capital. He began his career as an intern at Gabelli Asset Management. Mr. Oberto has a B.S.B.A. with a concentration in finance and a minor in economics from Fordham University and an M.S. in finance from the D’Amore-McKim School of Business at Northeastern University.
  • Stickney Brit
  • 資歷 11年(2010-08-02 至今)
  • Forsyth Douglas
  • 資歷 11年(2010-08-02 至今)
  • Mr. Forsyth is a portfolio manager, a managing director and CIO US Income and Growth Strategies with Allianz Global Investors, which he joined in 1994. He is the head of the firm’s Income and Growth Strategies team. Mr. Forsyth has portfolio management, trading and research responsibilities, and oversees all aspects of the Income and Growth platform’s business, including product development and implementation. He has been the lead portfolio manager for the firm’s US High Yield Bond strategy since its inception in 1994 and assumed lead portfolio management responsibility for the firm’s US Convertible strategy in 1998. Mr. Forsyth has been managing CLO portfolios since 2006 and has been the lead portfolio manager on the Income and Growth strategy since its inception in 2007. In addition to management responsibility for institutional clients worldwide, Mr. Forsyth supervises multiple open-end and closed-end mutual funds and provides oversight for the US Short Duration High Income strategy. He was previously an analyst at AEGON USA. He has a B.B.A. from The University of Iowa. Mr. Forsyth is a CFA charterholder.

基金費用

最低認購金額
5,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.39%
最高管理費
1.39%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
安聯證券投資信託股份有限公司
聯絡電話
(02)8770 9888
基金顧問地址
台北市中山區復興北路378號5-9樓
基金顧問網址
www.allianzgi.com.tw