基本資料

投資策略

投資於美國及╱或加拿大企業債務證券及股票，以達致長期資本增值及收益。

基金經理人

• Axline K. Mathew
• 資歷 0年(2025-10-01 至今)

• Mr. Axline, Portfolio Manager, is on the income and growth team at Voya IM. Prior to joining Voya IM, he
  was a portfolio manager on the global small-cap team at Macquarie Investment Management. Prior to
  that, Mr. Axline was a portfolio manager at Allianz Global Investors U.S. for the global small-cap, global
  smid-cap, US small-cap, and US micro-cap portfolios. Prior that that, he was an associate with
  Pescadero Ventures, LLC, a business-development manager for Icarian, Inc., and a wealth-management
  advisor with Merrill Lynch, Pierce, Fenner & Smith.

• Turner Ethan
• 資歷 3年(2023-03-15 至今)

• Ethan Turner is a portfolio manager, income and growth at Voya Investment Management. He joined the firm following Voya’s integration of certain assets and teams comprising the substantial majority of Allianz Global Investors U.S. (“AllianzGI”) business, where he was an analyst and vice president with research responsibilities for the income and growth strategies team. Prior to that at AllianzGI, he was a trading assistant. Prior to that, Ethan was a lead analyst covering the financial sector at Relational Investors and a financial analyst at Sunstone Hotel Investors. Ethan earned a BS from San Diego State University and an MBA from the Anderson School of Management at the University of California, Los Angeles. He is a CFA® Charterholder

• Oberto David
• 資歷 4年(2022-03-01 至今)

• Mr. Oberto, Portfolio Manager, joined Voya IM as part of Voya's acquisition of Allianz Global Investors U.S., where he was a portfolio manager and director with portfolio management, research, and trading responsibilities for the income and growth strategies team. At Allianz Global Investors U.S., he served as portfolio manager for the U.S. High Yield Bond strategy and was also responsible for managing multiple closed-end and open-end mutual funds. Prior to that, Mr. Oberto was a portfolio administrator, a credit default swaps account manager and a trade-closer at Bain Capital.

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