聯博-全球非投資等級債券基金BA(穩定月配)澳幣避險級別停止銷售

7.07澳幣0.03(0.43%)
2022/09/08更新
績效 / 
1月3.6%
3月0.14%
1年13.11%
晨星評等
-

基本資料

基金公司/總代理人
聯博證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
澳幣
基金組別
其他債券
基金家族
AllianceBernstein (Luxembourg) S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
ICE BofAML Gbl HY Constnd TR USD
基金規模
20,367.61百萬截至 2023-01-10
年初至今報酬率
14.19%
殖利率
10.48
晨星評等
-
成立日期
2014-01-14

投資策略

基金投資於世界各地(包括美國和新興國家)發行者發行的高收益債券組合,以尋求高額現收益及總回報。本基金投資於以美元及非美元計值的證券。投資經理利用其環球固定收益及高收益隊伍的投資研究。

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

  • DiClementi Christian
  • 資歷 1年(2021-10-05 至今)
  • Christian DiClementi is a Vice President and Portfolio Manager at AB, focusing on local-currency emerging-market debt portfolios. He is a member of the Emerging Market Debt and Global Fixed Income portfolio-management teams, and a member of the Emerging Market Debt Research Review team. Prior to joining the Emerging Market Debt portfolio-management team in early 2013, DiClementi served as a member of the Economic Research Group, focusing mainly on sovereign fundamental research for the Caribbean, Central American and Latin American regions. Previously, he worked as an analyst in the firm’s Quantitative Research Group, focusing primarily on global sovereign return and risk modeling. DiClementi joined AB in 2003 as an associate portfolio manager, responsible for New York–based municipal bond accounts. He holds a BS in mathematics (summa cum laude) from Fairfield University. Location: New York
  • Malik Fahd
  • 資歷 2年(2021-01-01 至今)
  • Fahd Malik is a Portfolio Manager on the fixed income team, focusing primarily on Income Strategies. Prior to taking on this role, he served as a portfolio manager for AB’s Absolute Return fund. Malik joined the firm in 2006 and has extensive experience in systematic, market neutral, risk-mitigating and derivative strategies. He holds a BS in electrical and computer engineering from The Cooper Union for the Advancement of Science and Art and an MS in mathematics in finance from the Courant Institute of Mathematical Sciences at New York University. Location: New York
  • Sheridan Matthew
  • 資歷 6年(2017-01-31 至今)
  • Matthew Sheridan is a Senior Vice President and Portfolio Manager at AB, primarily focusing on the Global Multi-Sector Strategy portfolios. He is a member of the Global Fixed Income, Global High Income and Emerging Market Debt portfolio-management teams. Additionally, Sheridan is a member of the Rates and Currency Research Review team and the Emerging Market Debt Research Review team. He joined AB in 1998 and previously worked in the firm’s Structured Asset Securities Group. Sheridan holds a BS in finance from Syracuse University. He is a CFA charterholder. Location: New York

基金費用

最低認購金額
2,000澳幣
申購手續費
-
保管費
-
分銷費
-
管理費
1.70%
最高管理費
1.45%
遞延費
-
最高遞延費
3.00%

聯絡資訊

基金投資顧問
聯博證券投資信託股份有限公司
聯絡電話
(02)8758-3888
基金顧問地址
台北市信義路五段7號81 樓及81 樓之一
基金顧問網址
www.abfunds.com.tw