鋒裕匯理長鷹多元收益基金 IHE-QD (季配息)
828.4歐元1.71(0.21%)
2021/02/19更新
本基金之目標係提供符合長期資本成長之當前收益增長。 為達到此目標，本基金尋求將其 80%之淨資產配置於可帶來收益之可轉讓證券及工具。運用由下而上 之基本分析構成之價值方法以辨識可帶來收益之股票及債務證券，其可提供相較於其風險程度具吸引力之預期收益。 本基金應投資於：股票及股票連結工具、可轉換債券、債務證券，包括最高將其 20%之淨資產投資於資產擔保證券及抵押擔保證券、存款、UCITS 及/或 UCIs 之單位/股份 （最高為其淨資產之 10%）。本基金從事之投資將不受到地理區域配置、市值、產業、評等或到期時間之限制。 為避險及有效率投資組合管理，本基金得：投資於衍生性金融商品，包括作為買方購入信用違約交換(CDS)以保障違約風險；依公開說明書中譯本第 II 部分第 IV 節「一般投資限制及投資方法」B 點「投資方法」所訂條件及限制使用可轉讓證券及貨幣市場工具相關之方法及工具。惟子基金不得進行證券借貸交易。 本基金之基本貨幣為美元。
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Robert Hordon joined JOHCM in October 2017. Robert is a Senior Fund Manager for JOHCM's Multi Asset Value team. Prior to joining JOHCM, he was most recently a Portfolio Manager and Senior Analyst with First Eagle Investment Management where he co-managed the First Eagle Global Income Builder Fund and the First Eagle Amundi Income Builder Fund. Robert joined First Eagle in 2001 as a Risk Arbitrage Analyst, moving to the firm’s Global Value team in 2008 as a Research Analyst. Before graduate school, he was an Equity Research Analyst with Credit Suisse First Boston. Robert holds a BA in Politics from Princeton University and an MBA from Columbia Business School. He also holds the Chartered Financial Analyst (CFA) designation.