資本集團全球債券基金(盧森堡) Z

17.93歐元0.04(0.22%)
2023/06/08更新
績效 / 
1月0%
3月1.18%
1年3.44%
晨星評等
-

基本資料

基金公司/總代理人
中租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
全球債券
基金家族
Capital International Management Company Sàrl
公開說明書基準指數
-
晨星組別基準指數
Bloomberg Global Aggregate TR USD
基金規模
838.36百萬截至 2023-06-07
年初至今報酬率
0.67%
殖利率
0.00
晨星評等
-
成立日期
2013-04-25

投資策略

장기간 동안 신중한 투자운용을 통해 국가, 국제기관 및 기업 발행인들의 투자등급 채권 및 기타 채무증권에 투자하여 높은 수준의 총투자수익을 얻고자 합니다.

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

  • Reithinger Thomas
  • 資歷 0年(2023-03-01 至今)
  • Chitty Philip
  • 資歷 2年(2021-03-01 至今)
  • Philip Chitty is a fixed income portfolio manager at Capital Group. He has 28 years of investment experience and has been with Capital Group for 18 years. Earlier in his career at Capital, as a fixed income investment analyst, Philip had macroeconomic responsibility for Western Europe, the UK and Japan. Prior to joining Capital, Philip was a senior European economist with ABN AMRO. Before that, he was an economist with HM Treasury. He holds a master’s degree in economics from Birkbeck College, University of London. Philip is based in London.
  • Cormack Andrew
  • 資歷 4年(2019-02-01 至今)
  • Andrew A. Cormack is a fixed income portfolio manager at Capital Group. He has 18 years of investment industry experience and has been with Capital Group for three years. Prior to joining Capital, Andrew worked as a portfolio manager at Western Asset Management. He holds a first-class honours degree in actuarial science from the London School of Economics and Political Science. He also holds the Investment Management Certificate. Andrew is based in London.
    Andrew A. Cormack is a fixed income portfolio manager at Capital Group. He has 18 years of investment industry experience and has been with Capital Group for three years. Prior to joining Capital, Andrew worked as a portfolio manager at Western Asset Management. He holds a first-class honours degree in actuarial science from the London School of Economics and Political Science. He also holds the Investment Management Certificate. Andrew is based in London.

基金費用

最低認購金額
0歐元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
0.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
中租證券投資顧問股份有限公司
聯絡電話
(02)7708-8888
基金顧問地址
台北市忠孝西路一段66號33樓
基金顧問網址
www.ezfunds.com.tw