駿利亨德森資產管理基金 - 駿利亨德森非投資等級債券基金 V3 月配 澳幣避險

6.66澳幣0.02(0.3%)
2022/12/06更新
績效 / 
1月3.31%
3月0.64%
1年14.58%
晨星評等
-

基本資料

基金公司/總代理人
駿利亨德森證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
澳幣
基金組別
其他債券
基金家族
Janus Henderson Investors
公開說明書基準指數
-
晨星組別基準指數
BBgBarc US Corporate High Yield TR USD
基金規模
560.24百萬截至 2022-12-05
年初至今報酬率
15.90%
殖利率
6.48
晨星評等
-
成立日期
2012-09-28

投資策略

本基金之主要投資目標是獲取高息回報。資本增值是其次目標。本基金主要投資於美國。

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

  • Olson Brent
  • 資歷 3年(2019-06-28 至今)
  • Brent Olson is a Portfolio Manager and Credit Analyst at Janus Henderson Investors. Brent rejoined Janus Henderson in 2017. Prior to this, he was a lead portfolio manager at Scout Investments on a growth equity strategy that emphasised fixed income metrics and credit data points to select stocks. Before Scout, he oversaw high-yield and leveraged equity research as well as managed fixed income products at Three Peaks Capital Management from 2005 until 2013. From 2000 until 2004, he was an investment analyst at Invesco Funds Group.
  • Meyer Seth
  • 資歷 7年(2015-12-31 至今)
  • Seth Meyer is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the High Yield, Global High Yield, Multi-Sector Credit and Short Duration High Yield strategies. He also has co-managed the fixed income portion of the Perkins Value Plus Income strategy since 2018. Seth was promoted to assistant portfolio manager supporting primarily the High Yield and Short Duration High Yield strategies in 2012. He joined Janus in 2004 as a product manager covering a variety of equity and fixed income strategies before becoming a credit analyst. Prior to Janus, he was a consultant relations manager at OppenheimerFunds. Seth received his bachelor of science degree in business administration with a concentration in finance from the University of Colorado. He holds the Chartered Financial Analyst designation and has 21 years of financial industry experience.

基金費用

最低認購金額
2,500澳幣
申購手續費
-
保管費
-
分銷費
-
管理費
1.25%
最高管理費
1.00%
遞延費
-
最高遞延費
3.00%

聯絡資訊

基金投資顧問
駿利亨德森證券投資顧問股份有限公司
聯絡電話
(886) 02 8101-1001
基金顧問地址
台北市信義路五段7 號台北101大樓45樓A-1室
基金顧問網址
zh-tw.janushenderson.com/taiwan/intermediary