基本資料

投資策略

透過主要投資於新興市場投資級別之美元債務證券，並於適當時運用金融衍生工具，以期取得較新興國家投資級別債券市場更高的回報。有關新興市場的釋義，請參閱本銷售文件「釋義」部分。子基金之資產（不包括現金及現金等價物）至少67%將直接或透過運用金融衍生工具投資於新興市場政府或其機構及於新興市場國家成立，或於新興市場國家從事其大部分經濟活動之公司所發行或擔保之投資級別美元債務證券。債務證券會於購入時已被評級為投資級別。然而，本基金可有限度持有於購入後被調低評級、除去評級或其發行人違約而導致之低於投資級別及未經評級的債務證券或可出售該等證券。

基金經理人

• Babayev Emil
• 資歷 8年(2015-09-07 至今)

• Emil Babayev is a member of the GFICC group and is the lead portfolio manager for hard currency debt strategies within the Emerging Markets Debt Team at J.P. Morgan Investment Management, Inc. He has been an employee of JPMIM since 2000 and currently serves as a portfolio manager within the emerging markets debt team.

• McKee Scott
• 資歷 11年(2012-08-02 至今)

• Mr. McKee is a member of GFICC and is primarily responsible for overweight and underweight positions in countries and sectors and for selecting individual securities for the Fund. Before joining JPMIM in 2011, Mr. McKee was Chief Executive and Portfolio Manager at Volterra Investment Management.

• Bareau Pierre-Yves
• 資歷 13年(2010-11-29 至今)

• Pierre-Yves Bareau, Managing Director, a member of JPMIM’s Global Fixed Income, Currency & Commodities group (GFICC), Mr. Bareau supervises the portfolio management team and shares responsibility for the duration, yield curve, and sector allocation strategies for the Fund. Before joining JPMIM in October 2009, Mr. Bareau was the Chief Investment Officer for Fortis Investments for emerging markets debt for more than 10 years.

基金費用

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