基本資料

投資策略

本基金是美盛環球基金系列於( 愛爾蘭註冊成立的開放

式傘子投資公司)的子基金。本基金透過收益及資本增

值， 將其資產總值至少三分之二投資於多種貨幣為計

值單位的公司債務證券及由超國家組織發行的債務證

券以取得最大總回報。此外， 本基金可投資於由國家

政府、其代理機關、職能部門及政治分部所發行或擔

保的證券。副投資經理只會購買具有投資評級或（ 如

無評級） 被認為具有相若質素的投資項目。

基金經理人

• Edmonds Ian
• 資歷 1年(2024-03-01 至今)

• Ian R. Edmonds is a portfolio manager at Western Asset Ltd. Mr. Edmonds joined Western Asset Ltd. in 1994. Mr. Edmonds is the lead portfolio manager of Western Asset Ltd.’s global multi-sector and European high-yield portfolios. He leads the European high-yield team, is a member of the global credit committee, and Chair of the Western Asset Ltd.’s unconstrained committee. He previously served as a part-qualified actuary at Bacon & Woodrow. Mr. Edmonds holds a Bachelor of Science degree from University College, London.

• Brist Ryan
• 資歷 6年(2018-07-24 至今)

• – Western Asset Management Company, LLC – Head of Global Investment Grade Credit/Portfolio Manager, 2009-
  – Logan Circle Partners, L.P. – Chief Investment Officer, Portfolio Manager, 2007-2009
  – Delaware Investment Advisors – Co-Chief Investment Officer, Sr. Portfolio Manager, 2000-2007
  – Conseco Capital Management – Vice President, Corporate Bond Trading, 1995-2000
  – Dean Witter Reynolds – Analyst, Corporate Finance, Retail Products Group, 1993-1995
  – Indiana University, B.S. Finance
  – Chartered Financial Analyst

• Rudebeck Annabel
• 資歷 8年(2017-04-26 至今)

• Annabel Rudebeck is primarily responsible for the portfolio advisory services provided to the Desjardins SocieTerra Global Corporate Bond Fund. Ms. Rudebeck is a member of the Global Investment Strategy Committee (GISC) and the Global Credit Committee (GCC) and leads the global credit team in London. She is responsible for the day-to-day management of global credit portfolios as well as the development and implementation of the global credit investment strategy. Ms. Rudebeck holds a Master’s degree in Economics and a Bachelor of Arts in Economics (Honors) from Cambridge University.

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