聯博-全球靈活收益基金A2級別美元

19.45美元0.02(0.1%)
2021/03/04更新
績效 / 
1月1.67%
3月1.47%
1年0.66%
晨星評等

基本資料

基金公司/總代理人
聯博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
全球債券 - 美元對沖
基金家族
AllianceBernstein (Luxembourg) S.à r.l.
公開說明書基準指數
BBgBarc Global Aggregate TR USD
晨星組別基準指數
BBgBarc Global Aggregate TR Hdg USD
基金規模
926.53百萬截至 2021-03-04
年初至今報酬率
2.11%
殖利率
0.00
晨星評等
成立日期
2012-02-03

投資策略

本基金的投資目標是尋求高額整體投資回報。為達致此投資目標,本基金將投資於主要由投資級固定收益證券構成的投資組合,並會擇機購入若干非投資級及新興市場債券持倉。

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

  • Sanders Nicholas
  • 資歷 3年(2017-10-30 至今)
  • Nicholas Sanders, CFA
    Vice President, and Portfolio Manager – European and UK Multi-Sector 
    
    Nicholas Sanders is a Vice President and Portfolio Manager at AB, and a member of the Global Fixed Income, Absolute Return, UK Fixed Income, and Euro Fixed Income portfolio-management teams. Since 2013, he has been responsible for the analysis of sovereign and other liquid markets globally, with a focus on the European market. Prior to that, he worked as an associate portfolio manager on the Asian Fixed Income team where he was responsible for analysis and trade execution for local and global fixed-income markets. Sanders joined AB in 2006 and served as team leader for Servicing & Controls within the Australian & New Zealand Operations Group. Previously, he worked in both Australia and London as a pricing and valuation analyst. Sanders holds a BBus in economics and finance from the Royal Melbourne Institute of Technology (RMIT) and is a CFA charterholder. Location: London
  • DiMaggio Scott
  • 資歷 9年(2012-02-03 至今)
  • Scott DiMaggio is Senior Vice President and Director of both Global Fixed Income and Canada Fixed Income and Co-Head of Fixed Income at AB. Before joining the firm in 1999, DiMaggio was a risk management market analyst at Santander Investment Securities. He also held positions as a senior consultant at Ernst & Young and Andersen Consulting. DiMaggio holds a BS in business administration from the State University of New York, Albany, and an MS in finance from Baruch College. He is a member of the Global Association of Risk Professionals and a CFA charterholder. Location: New York
  • Peebles Douglas
  • 資歷 9年(2012-02-03 至今)
  • Peebles先生於1987 年加入聯博,擔任固定收益團隊投資長與主管,負責監督聯博所有固定收益投資組合與全球研究。目前還擔任利率與貨幣研究審查團隊委員長,負責制定所有固定收益投資組合的利率與貨幣政策。在固定收益團隊內,歷任多項領導職位,1997年至2004年間擔任全球固定收益總監,2004年至2008年8月擔任固定收益共同主管。Peebles先生擁有穆倫堡學院(Muhlenberg College)的文學士,以及羅格斯大學的企管碩士學位。任職地點:紐約

基金費用

最低認購金額
2,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.10%
最高管理費
1.10%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
聯博證券投資信託股份有限公司
聯絡電話
(02)8758-3888
基金顧問地址
台北市信義路五段7號81 樓及81 樓之一
基金顧問網址
www.abfunds.com.tw