摩根士丹利新興市場國內債券基金ARM

12.14美元0.04(0.33%)
2021/03/02更新
績效 / 
1月2.72%
3月1.57%
1年2.37%
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 - 本地貨幣
基金家族
MSIM Fund Management (Ireland) Limited
公開說明書基準指數
JPM GBI-EM Global Diversified TR USD
晨星組別基準指數
JPM GBI-EM Global Diversified TR USD
基金規模
134.15百萬截至 2021-03-01
年初至今報酬率
4.40%
殖利率
6.11
晨星評等
成立日期
2012-05-07

投資策略

新興市場國內債券基金之投資目標,乃透過主要投資於新興市場債券和其他新興市場債務證券的投資組合,從而尋求以當地發行貨幣計值時之最高總回報。

本基金擬將資產投資於提供高水平經常性收入而同時保有資本升值潛力的新興市場債務證券。

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 5年(2015-10-30 至今)
  • Sahil is a member of the Fixed Income team. He joined Morgan Stanley in 2004 and has 12 years of investment experience. Sahil received a B.A. from Brandeis University in Economics and holds the Chartered Financial Analyst designation.
  • Mar Warren
  • 資歷 6年(2014-12-01 至今)
  • Warren is a portfolio manager and head of Emerging Markets Corporate Debt strategies. He joined Morgan Stanley in 2012 and has 21 years of investment experience. Prior to joining the firm, Warren was the global head of Emerging Markets Corporate Research & Strategy at J.P. Morgan Chase. Under his leadership, the team ranked #1 in Euromoney?s Fixed Income Research Poll for each of 2010, 2011 and 2012. Previously, he has worked in a number of global locations and has held positions at Investment New Zealand, BNP Paribas and Riyad Bank. Warren received a Bachelor of Commerce from the University of Auckland.
  • Nystedt Jens
  • 資歷 6年(2014-12-01 至今)
  • Jens is a Portfolio Manager and Head of Sovereign Research for the Emerging Markets Debt Team. Prior to joining Morgan Stanley, Jens was a Chief Economist, Global Strategist, and Portfolio Manager at Moore Capital Management. Before Moore, Jens held senior positions at GLG Partners, the International Monetary Fund (IMF) and Deutsche Bank, where he was Chief Economist for EMEA and Head of Local Markets Strategy. Jens holds a Ph.D. in International Economics and Finance and an MSc in International Finance from the Stockholm School of Economics, Sweden.

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/