基本資料

投資策略

投資於分散的組合，主要包括以美元計值、在美國市場發行的具「BBB-(BBB負)」以下評級的高息債券及其他定息／債務證券（包括「楊基」及「環球」債券）。基金可投資最多20%資產於投資優質證券(即BBB-及以上)。楊基債券指外地發行人在美國本土市場發行的債項。環球債券指同時在歐元債券及美國本地債券市場發行的債項。

基金經理人

• Spielman Adam
• 資歷 4年(2019-08-31 至今)

• Adam Spielman is a senior managing director and head of leveraged credit on the fixed income team at PPM. In this role, he oversees the bank loan and high yield teams and is responsible for investment and allocation decisions for several of the firm’s fixed income strategies, including high yield core and floating rate income which are managed on behalf of investors globally. Prior to his current role, he was head of fixed income research and managed a team of individuals focused on corporate credit and structured security analysis. Prior to joining PPM in 2001, Adam worked in the investment group at a Chicago-based software company. Previously, he was an investment banker at Lehman Brothers, and started his career at Peterson Consulting. Adam earned a master’s degree in accounting and finance from the University of Chicago and a bachelor’s degree in economics from Indiana University.

基金費用

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