摩根士丹利新興市場債券基金 ARM (美元)

14.16美元0.09(0.64%)
2022/12/02更新
績效 / 
1月11.04%
3月3.22%
1年17.95%
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
全球新興市場債券
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
JPM EMBI Global TR USD
基金規模
88.62百萬截至 2022-12-02
年初至今報酬率
18.57%
殖利率
7.10
晨星評等
成立日期
2012-03-20

投資策略

"基金主要投資於新興國家之股票,尋求最高總回報。本基金於2001年8月之前原名為摩根士丹利潻惠 - 新興市場債券基金。

"

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

  • Tandon Sahil
  • 資歷 7年(2015-10-30 至今)
  • Sahil, Managing Director of MSIM Limited, is a member of the Fixed Income team. He joined Morgan Stanley in 2004 and has 12 years of investment experience.
    Mr. Tandon has been associated with the Sub-Adviser in an investment management capacity since August 2019. Prior to August 2019, Mr. Tandon was associated with the Adviser in an investment capacity from 2004.
    Sahil received a B.A. from Brandeis University in Economics and holds the Chartered Financial Analyst designation.
  • Lee Kyle
  • 資歷 28年(1995-04-01 至今)
  • Kyle Lee is Vice President of Eaton Vance and BMR. Kyle Lee is a portfolio manager on the Emerging Markets team. He is responsible for buy and sell decisions, portfolio construction, and risk management for the team’s emerging markets strategies. He is also responsible for the analysis of macroeconomics, politics, and financial markets of Asia, Western Europe and the Dollar Bloc and the management of regional investments in various emerging markets debt portfolios. He began his career in the investment industry with Eaton Vance in 2007. Morgan Stanley acquired Eaton Vance in March 2021. Kyle earned a B.A. from Wesleyan University. He holds the Chartered Financial Analyst designation.
  • Causer Akbar
  • 資歷 28年(1995-04-01 至今)
  • Akbar Causer is a portfolio manager on the Emerging Markets team. He is responsible for buy and sell decisions, portfolio construction, and risk management for the team’s emerging markets strategies. He joined Eaton Vance in 2017. Morgan Stanley acquired Eaton Vance in March 2021. Akbar began his career in the investment industry in 2005. Before joining Eaton Vance, he was a Senior Analyst at DDJ Capital Management. Previously, he was affiliated with Littlejohn & Co. and Rothschild, Inc. Akbar earned a B.A. from the University of Pennsylvania and an M.B.A. from Harvard Business School.

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
1.40%
最高管理費
1.40%
遞延費
-
最高遞延費
0.00%

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/