摩根士丹利環球非投資等級債券基金 I (美元)停止銷售

29.65美元0.05(0.17%)
2023/10/20更新
績效 / 
1月3.07%
3月3.64%
1年9.69%
晨星評等
-

基本資料

基金公司/總代理人
國泰證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
全球高收益債券
基金家族
MSIM Fund Management (Ireland) Limited
公開說明書基準指數
-
晨星組別基準指數
ICE BofA Gbl HY Constnd TR USD
基金規模
267.29百萬截至 2023-10-20
年初至今報酬率
4.33%
殖利率
0.00
晨星評等
-
成立日期
2013-10-28

投資策略

本基金之投資目標,乃透過 主要 投資於世界各地經標準普爾評定為低於 「 BBB-」等級,或經 穆迪評定為低於 「 Baa3」等級,或由其他國際認可之評等服務機構給予同類評等,或經投資顧問認定為 具有類似信譽之公司所發行之固定收益證券,從而提供具吸引力之 美元計算 報酬率 。 此等投資可能包括在新興市場發行之固定收益證券, 以及在適用法例規限下, 資產擔保證券、貸款參與及貸款轉讓(倘此等工具已證券化) 。

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

  • Mueller Jeffrey
  • 資歷 1年(2022-04-29 至今)
  • Jeff is a vice president of Eaton Vance Management International and portfolio manager on Eaton Vance’s high yield team. Jeff also provides research coverage on European and other non-US high yield opportunities. Jeff’s experience in the investment management industry dates to 2004. Prior to joining Eaton Vance in 2015, Jeff was a fund manager and research analyst with Threadneedle Investments in London. He earned a B.A. from the University of Wisconsin, and holds the IMC certification. Jeff is based in Eaton Vance’s London office.
  • Hunt Bo
  • 資歷 1年(2022-04-29 至今)
  • Bo Hunt is a portfolio manager on the High Yield team. He is responsible for buy and sell decisions, portfolio construction and risk management for the team’s European and global high-yield strategies.
    
    Bo began his career in the investment management industry in 2002. He joined Eaton Vance in 2016. Morgan Stanley acquired Eaton Vance in March 2021. Previously, he was a credit analyst at Fidelity International in London and a distressed debt analyst at Bank of America Merrill Lynch.
  • Cimarosa Jack
  • 資歷 7年(2017-01-31 至今)
  • Jack is a portfolio manager on the High Yield Fixed Income team. He joined Morgan Stanley in 2012 and has been with financial industry since 2005. Prior to joining the firm, Jack was a trader at Guggenheim Partners focused on leveraged debt. Previously, he worked in high yield at Maple Stone Capital Advisors and The Airlie Group. He began his career at UBS, where he worked on a sales desk focusing on non-dollar rates and currencies. Jack received a B.A. in media studies from New School University.

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
-
最高管理費
0.60%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
國泰證券投資顧問股份有限公司
聯絡電話
(02)7710-9696
基金顧問地址
台北市信義區信義路5段108號6樓
基金顧問網址
www.cathayconsult.com.tw/

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