駿利亨德森遠見基金-歐元非投資等級債券基金 A2 歐元

176.25歐元0.16(0.09%)
2025/11/07更新
績效 / 
1月0.09%
3月0.43%
1年5.14%
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
盧森堡
計價幣別
歐元
基金組別
歐元高收益債券
基金家族
Janus Henderson Investors
公開說明書基準指數
-
晨星組別基準指數
Morningstar EZN HY Bd GR EUR
基金規模
340.29百萬截至 2025-11-06
年初至今報酬率
3.87%
殖利率
0.00
晨星評等
成立日期
2012-11-19

投資策略

歐元高收益債券基金的投資目標是提供整體高收益及潛在的資本成長。 該基金得投資至少 70%之淨資產於以歐元及英鎊計價,而信用評等相當於或低於 BB+ 級別之非投資等級公司債務證券。該基金得投資於由公司、政府、超國家機構及地方 或區域性機構所發行之固定及浮動利率及指數相關證券。該基金得將其淨資產的 20% 投資於應急可轉債。

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

  • Konwent-Morawski Agnieszka
  • 資歷 0年(2025-06-30 至今)
  • Agnieszka Konwent-Morawski is a Portfolio Manager on the Corporate Credit Team at Janus Henderson Investors, a position she has held since 2024. Before this, she was an associate portfolio manager from 2021 and a portfolio analyst from 2017. Agnieszka joined Henderson in 2014 as a senior analyst, performance measurement. Prior to that, she was a GIPS analyst with Barring Asset Management from 2013. Before Barring, she held various analyst roles with HSBC from 2010. She began her career in 2009 as a trade support analyst with Citigroup.
    Agnieszka has a BA degree and an MSc both with distinction in economics from West Pomeranian University of Technology, Poland, and a BA degree (Hons) in English studies from the College of Modern Languages, Poland. She holds the Chartered Financial Analyst designation
  • Taylor Richard
  • 資歷 1年(2024-06-01 至今)
  • Ross Thomas
  • 資歷 10年(2015-08-01 至今)
  • Tom Ross is Head of High Yield at Janus Henderson Investors, a role he has held since 2022. In this role, Tom is responsible for leading investment strategy and portfolio management of the firm’s high yield franchise. He has served as a portfolio manager on the Corporate Credit Team since 2006. Prior to portfolio management, he specialised in credit trading on Henderson's centralised dealing desk. He joined Henderson in 2002.
    Tom graduated with a BSc degree (Hons) in biology from Nottingham University. He holds the Chartered Financial Analyst designation.

基金費用

最低認購金額
2,500歐元
申購手續費
-
保管費
-
分銷費
-
管理費
0.75%
最高管理費
0.75%
遞延費
-
最高遞延費
-

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