基本資料

投資策略

本主要基金投资于政府债券公司，惟也可能投资于政府债券及本美国以外的发行人（包括已开发及新兴市场基金）所发行的美国债券。为达成目标，在正常的市场条件下，经理预期维持本基金曝于美国发行公司人，以及本基金的资产净值于高收益及相关债券衍生性商品。本基金对于非美元计价之固定收益证券之投资将不超过其净资产之10%。

基金經理人

• Schwartz Robert
• 資歷 1年(2022-01-01 至今)

• Robert Schwartz is a Senior Vice President and Corporate Credit Research Analyst, covering specialty finance, automotive, aerospace/defense and industrial companies. Prior to joining AB in 2012, he analyzed the same industries as a senior credit analyst at Citadel Investment Group and Bell Point Capital Management. Before beginning his investing career in 2005, Schwartz was a project leader with Boston Consulting Group, where he advised industrial and financial companies on corporate strategy. He started his career as an automotive engineer working in Detroit, where he was awarded two patents. Schwartz holds a BS in mechanical engineering (summa cum laude) from the University of Michigan and an MBA (with high distinction) from the University of Michigan’s Stephen M. Ross School of Business. Location: New York

• Smith William
• 資歷 6年(2017-10-17 至今)

• Will Smith is a Senior Vice President and Director of US High Yield Credit, one of the lead portfolio managers for multi-sector credit strategy. He is also a member of the High Income Portfolio Management Team. Mr. Smith joined AB in 2012 and spent 2014 in London as part of the European High Yield Portfolio Management Team. He started his career with UBS Investment Bank in 2009, working first as an analyst with the Credit Risk team and then later on the Fixed Income sales and trading desk. Mr. Smith holds a BA in economics from Boston College and is a CFA charterholder.

• Distenfeld Gershon
• 資歷 11年(2012-03-29 至今)

• Distenfeld先生負責聯博所有固定收益基金在高收益債券的投資佈局，同時擔任加強型阿法策略(Enhanced Alfa)、全球高收益與全球公司債投資組合管理團隊成員。Distenfeld先生於 1998年加入聯博，加入聯博之前曾在雷曼兄弟擔任營運分析師，支援新興市場相關服務。他擁有耶緒華大學 (Yeshiva University) Sy Syms商學院的財務學理學士學 位。擁有美國特許金融分析師執照(CFA)。任職地點：紐約

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