摩根士丹利環球高收益債券基金ARM(美元)

24.96美元0.08(0.32%)
2021/09/20更新
績效 / 
1月1.3%
3月0.91%
1年9.66%
晨星評等
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基本資料

基金公司/總代理人
國泰證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
全球高收益債券
基金家族
MSIM Fund Management (Ireland) Limited
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
689.83百萬截至 2021-09-17
年初至今報酬率
3.55%
殖利率
5.85
晨星評等
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成立日期
2014-07-03

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

  • Harrison Sarah
  • 資歷 3年(2018-12-31 至今)
  • Sarah is a portfolio manager on the Global Fixed Income team. She joined Morgan Stanley in 2009 and has ten years of investment experience. Sarah received a B.B.A. (Hons) in finance from the Schulich School of Business.
  • Cimarosa Jack
  • 資歷 5年(2017-01-31 至今)
  • Jack is a portfolio manager on the High Yield Fixed Income team. He joined Morgan Stanley in 2012 and has been with financial industry since 2005. Prior to joining the firm, Jack was a trader at Guggenheim Partners focused on leveraged debt. Previously, he worked in high yield at Maple Stone Capital Advisors and The Airlie Group. He began his career at UBS, where he worked on a sales desk focusing on non-dollar rates and currencies. Jack received a B.A. in media studies from New School University.
  • Lindquist Richard
  • 資歷 10年(2011-11-18 至今)
  • Richard is Co-head of Leveraged Credit and head of the Global High Yield Fixed Income team at Morgan Stanley Investment Management. He joined the firm in 2011 and has been with financial industry since 1982. Prior to joining Morgan Stanley, Richard was a managing director and co-head of U.S. High Yield at Guggenheim Partners responsible for portfolio management, asset gathering, client service and overseeing all high yield trading. Previously, he was a managing director and head of the U.S. and Global High Yield Fixed Income team responsible for managing the firm’s high yield assets for pension funds, mutual funds and insurance companies, as well as globally marketing the strategy and servicing existing high yield clients at both HSBC Halbis Partners (HSBC Global Asset Management) and Credit Suisse Asset Management. Richard received a B.S. in finance from Boston College and an M.B.A. in finance from the University of Chicago. He holds the Chartered Financial Analyst designation.

基金費用

最低認購金額
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申購手續費
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保管費
-
分銷費
-
管理費
-
最高管理費
1.00%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
國泰證券投資顧問股份有限公司
聯絡電話
(02)7710-9696
基金顧問地址
台北市信義區信義路5段108號6樓
基金顧問網址
www.cathayconsult.com.tw/