鋒裕匯理基金策略收益債券U美元

53.16美元0.25(0.47%)
2024/03/01更新
績效 / 
1月1.1%
3月3.06%
1年3%
晨星評等

基本資料

基金公司/總代理人
鋒裕匯理證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
美元債券 - 靈活策略
基金家族
Amundi Luxembourg S.A.
公開說明書基準指數
-
晨星組別基準指數
Morningstar US Core Bd TR USD
基金規模
2,076.91百萬截至 2024-02-29
年初至今報酬率
1.16%
殖利率
0.00
晨星評等
成立日期
2015-04-28

投資策略

本子基金投資不少於其資產之80%於債務與債務相關投資工具,包含抵押相關與資產基礎證券,追求提供中長期高 水準之當期收益。本子基金於債券市場的大範圍內,選擇不同發行公司與領域之任何計價貨幣商品,靈活調整投資 配置。外匯風險將以美元或歐元避險。本子基金得持有任何有關其投資之非美元部位,包含作為管理相關貨幣曝險之手段。

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

  • Komenda Bradley
  • 資歷 3年(2021-02-01 至今)
  • Brad Komenda is Managing Director, Director of Investment Grade Corporates, and Portfolio Manager. As Director of Investment Grade Corporates, he leads a team that supports the management of high-grade credit exposure across all fixed income portfolios managed by Amundi US, including crossover and high-grade CDS exposure. He is a member of the team managing stand-alone long duration and high-grade credit strategies, including portfolios with ESG mandates. Brad is also responsible for managing multi-sector fixed income portfolios.
    
    Prior to joining Amundi US in 2008, Brad spent ten years as an Investment Grade and High Yield Analyst at Columbia Management. He began his career with General Electric Capital and Assurance as an investment grade and high yield research associate where he worked for five years.
    
    He holds a B.A. in Accounting and Business Administration from Central Washington University (1991). He is a CFA® charterholder.
  • Scott Jonathan
  • 資歷 6年(2018-06-08 至今)
  • Jonathan Scott is a Senior Vice President, Deputy Director of Multi-Sector Fixed Income, and Portfolio Manager. As Deputy Director of Multi-Sector Fixed Income, he helps oversee a team of investment professionals who are responsible for managing multi-sector fixed income strategies and retail funds for US and international investors. He is also a member of portfolio management teams responsible for managing Multi-Sector Fixed Income portfolios.
    
    Jonathan joined Amundi US in 2008, working first in the firm’s Fund Accounting department, and in 2011 as a Fixed Income Risk Analyst for the Investment Risk Management Team, where he worked closely with the Fixed Income team. He joined the Fixed Income team in 2012 as an Investment Associate where he supported portfolio construction and traded Investment Grade Corporate bonds. He was promoted to Associate Portfolio Manager in 2016 and in 2018, was named as a Multi-Sector Portfolio Manager. He also assumed portfolio management responsibilities for a US TIPS portfolio. In 2021, he was promoted to Deputy Director of Multi-Sector Fixed Income.
    
    Jonathan holds a B.A. in Economics and East Asian Studies with a concentration in Chinese from Colby College. He is a CFA® charterholder.
  • Taubes. Kenneth
  • 資歷 21年(2003-04-04 至今)
  • 鋒裕投資美國投資團隊總監,擁有33 年的資產管理經驗,加入鋒裕投資17 年.

基金費用

最低認購金額
11/1000 Share
申購手續費
-
保管費
-
分銷費
1.00%
管理費
1.00%
最高管理費
1.00%
遞延費
-
最高遞延費
3.00%

聯絡資訊

基金投資顧問
鋒裕匯理證券投資信託股份有限公司
聯絡電話
(02)8101-0696
基金顧問地址
台北市信義區信義路5段7號32樓之一
基金顧問網址
investments.miraeasset.com.tw