路博邁投資基金 - NB非投資等級債券基金B累積類股(澳幣)

8.70澳幣0.07(0.8%)
2022/06/28更新
績效 / 
1月5.7%
3月8.74%
1年14.52%
晨星評等
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基本資料

基金公司/總代理人
路博邁證券投資信託股份有限公司
註冊地
愛爾蘭
計價幣別
澳幣
基金組別
其他債券
基金家族
NB Asset Management Ireland Ltd
公開說明書基準指數
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晨星組別基準指數
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基金規模
3,207.40百萬截至 2022-06-27
年初至今報酬率
14.36%
殖利率
0.00
晨星評等
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成立日期
2020-12-10

投資策略

暫無投資策略資料

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

  • Kocinski Christopher
  • 資歷 2年(2019-12-31 至今)
  • Christopher Kocinski, CFA, Managing Director, joined the firm in 2006. Chris is a Senior Portfolio Manager for Non-Investment Grade Credit focusing on U.S. high yield portfolios. In addition, he is a member of the Credit Committee for Non-Investment Grade Credit as well as the firm’s ESG Advisory Committee. Previously, he was the Co-Director of Non-Investment Grade Credit Research and a Senior Research Analyst with a specific focus on the healthcare and gaming sectors. Prior to joining the firm, he was an investment banking analyst at Bank of America Securities. Chris earned a BA from the University of Chicago and has been awarded the Chartered Financial Analyst designation.
  • Lind Joe
  • 資歷 4年(2018-07-30 至今)
  • Doyle Daniel
  • 資歷 10年(2012-11-01 至今)
  • Daniel Doyle, CFA, Managing Director, joined the firm in 2012. Dan serves as a Senior Portfolio Manager for non-investment grade credit portfolios. In addition, he sits on the Credit Committee for high yield bonds and senior floating rate loans. Prior to joining the firm, Dan was a managing director at SunTrust Robinson Humphrey, specializing in high yield sales. He was also a portfolio manager at various firms, including Henderson Global Investors, ING Investment Management and Zurich Scudder Investments. Dan began his career at the Federal Reserve Bank of Chicago. Dan earned a BS from Northern Illinois University and an MBA from the University of Chicago. He has also been awarded the Chartered Financial Analyst designation.

基金費用

最低認購金額
1,000澳幣
申購手續費
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保管費
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分銷費
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管理費
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最高管理費
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遞延費
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最高遞延費
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聯絡資訊

基金投資顧問
路博邁證券投資信託股份有限公司
聯絡電話
02 8726 8280
基金顧問地址
台北市信義區松智路1號10樓
基金顧問網址
www.nb.com/web/taiwan/index.html