基本資料

投資策略

本基金的投資目標為實現較高之風險調整後報酬。 本基金主要投資於美國公司債券，惟亦可能投資於政府債券及 美國以外之發行人（包含已開發及新興市場）所發行之債券。 為達成該目標，在正常市場條件下，投資經理預期維持本基金 至少三分之二之淨資產曝險於美國公司發行人，及本基金至少 三分之二之淨資產於高收益債券及相關衍生性商品。本基金對 於非美元計價之固定收益證券之投資將限於其淨資產之 10%。

基金經理人

• Schwartz Robert
• 資歷 2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(2017-10-01 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 12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

基金費用

聯絡資訊