基本資料

投資策略

透过主要投资于债务证券的投资组合，以期提供收益。本基金旨在按市场状况投资于投资经理人认为具有高潜力产生经风险调整之回报的多个债券市场和行业，同时亦寻求从资本增长机会中受益，以实现其目标。本基金将透过积极管理投资利用在相关市场的机会。研究团队检讨基本分析数据、技术分析数据和估值指标透过比较收益对照风险来认定具有高潜力产生经风险调整之回报的债务市场和行业。于某些国家、行业、货币及债务证券的信贷评级之投资可能有所不同，可能时而集中。

基金經理人

• Hauser Thomas
• 資歷 3年(2020-07-01 至今)

• Thomas Hauser, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Indianapolis, he is the co-lead portfolio manager within the High Yield Fixed Income Team and is responsible for overseeing high yield total return strategies, sub-advised mutual fund assets and absolute return credit products. Prior to joining the firm in 2004, Thomas was at 40|86 Advisors, most recently serving as a co-portfolio manager on three mutual funds and as the co-head of the Collateralized Bond Obligation (CBO) Group.

• Headley Andrew
• 資歷 6年(2017-03-30 至今)

• Andrew Headley, Managing Director, is the Head of Mortgages for Macro Driven strategies within the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, he is responsible for overseeing the agency & non-agency mortgage-backed securities, commercial mortgage-backed securities and commercial mortgage loan (CML) investment teams. He is also responsible for managing mortgage portfolios as well as developing and implementing mortgage strategies for multi-sector portfolios. An employee since 2005, Drew previously worked as a portfolio manager at Bear Stearns Asset Management, overseeing the mortgage and asset-backed sectors for the core fixed income strategies. Prior to this, Drew was a portfolio manager at Fischer Francis Trees & Watts (a subsidiary of BNP Paribas Asset Management) for eleven years, specializing in mortgage and broad market portfolios. Drew holds a B.S. in economics from the Wharton School of the University of Pennsylvania and is a CFA charterholder.

• Norelli J. Andrew
• 資歷 9年(2014-06-02 至今)

• Mr. Norelli has managed the Fund since its inception and is an employee of the JPMIM since 2012. As part of that responsibility, the portfolio managers establish and monitor the overall duration, yield curve, and sector allocation strategies for the Fund. Mr. Norelli is a portfolio manager within the GFICC’s investment team, where he focuses on multi-asset class portfolios, asset allocation, macroeconomic strategy, and global market dynamics.Prior to joining JPMIM in 2012, Andrew was at Morgan Stanley for eleven years where he most recently served as co-head of the firm emerging markets credit trading desk. Andrew holds an A.B. in economics from Princeton University.

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