鋒裕匯理基金美國高收益債券T美元(月配息)

41.73美元0.07(0.17%)
2021/05/12更新
績效 / 
1月0.38%
3月1.07%
1年21.47%
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
美元高收益債券
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
BBgBarc US Corporate High Yield TR USD
基金規模
803.30百萬截至 2021-05-12
年初至今報酬率
2.53%
殖利率
6.11
晨星評等
成立日期
2015-05-13

投資策略

該子基金之目標,是透過收入和資本增值而取得最大總回報。子基金主要投資於高收益(低於投資級別)債務證券,並以從屬形式投資於美國發行機構之優先股。子基金至少將70%淨資產投資於美國發行機構之高收益債務證券及優先股。子基金最多只可將30%資產投資於加拿大發行機構之證券。此外,子基金亦可將最多15%資產投資於非美國及非加拿大發行機構之證券,包括已發展及新興市場之公司發行之債務和股本證券以及政府發行機構之債務證券。

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

  • Monaghan Kenneth
  • 資歷 2年(2019-09-30 至今)
  • Kenneth J. Monaghan is Managing Director, Co-Director of High Yield, and Portfolio Manager at Amundi Pioneer. Based in Durham, he is a Portfolio Manager on US high yield and global high yield strategies. Ken is also Co-Director of a team of portfolio managers who specialize in identifying and capitalizing on high yield and bank loan opportunities globally. The team also provides insight and recommendations for a number of multi-sector fixed income strategies managed by the US fixed income team.
    Prior to joining Amundi Pioneer in 2014, Ken was at Rogge Global Partners where he was Partner and Portfolio Manager responsible for US high yield and was an integral part of Rogge’s global high yield strategy; he also ran Rogge’s New York office. He joined Rogge in 2008 from ING Investment Management where he was Managing Director and Portfolio Manager responsible for US high yield. Ken brought ING’s institutional US high yield strategy to Rogge. He co-founded the strategy in 1996 at a predecessor organization to ING and was co-portfolio manager of the strategy from its inception and the sole senior portfolio manager of the strategy from 2007 through June 2014 when he left Rogge. Prior to becoming a portfolio manager, Ken spent 13 years at Salomon Brothers starting as a high yield analyst eventually heading Salomon’s high yield research effort in New York. He subsequently spent five years in London as head of Salomon’s London credit research team and upon his return to New York in 1991 launched Salomon’s nascent distressed credit effort. He spent his final years at Salomon as a Director of Institutional Sales. He began his career as a credit analyst at Lord, Abbett & Co.
    Ken is a graduate of Colgate University and holds both a Master of Business Administration (MBA) degree in Finance and a Master of Public Administration (MPA) degree from New York University.
  • Shulkin Matthew
  • 資歷 4年(2017-09-29 至今)
  • MATTHEW B. SHULKIN, CFA
    VICE PRESIDENT
    PORTFOLIO MANAGER
    Joined Amundi Pioneer: 2013 
    Investment Experience: Since 1996 
    Matt Shulkin is a Vice President and a member of the Amundi Pioneer High Yield portfolio management team in Boston. He focuses on US High Yield investments as a co-manager of several Amundi Pioneer US High Yield portfolios. In addition to his primary role as portfolio manager for these strategies, he helps in selecting US high yield investments for both Global High Yield and Multi-Sector strategies. 
    Prior to joining Amundi Pioneer, Matt spent five years as a high yield analyst covering a wide variety of sectors at MAST Capital Management, a credit hedge fund in Boston. Before MAST, Matt was the sole member of the U.S. credit operation for Tisbury Capital, a London-based hedge fund. At Tisbury, in coordination with the credit team in London, he invested in distressed and high-yield corporate bonds, bank loans and asset-backed securities. Prior to Tisbury, Matt was a Vice President as part of Putnam Investments’ high yield analyst team. In addition to his high yield sector coverage at Putnam, Matt was named the group’s primary distressed analyst in January 2006. Prior to Putnam, Matt worked as a high yield analyst at Morgan Stanley Dean Witter, as part of a five-person team managing a fund. Matt started his career as a junior research analyst on the high yield sales and trading desk at CIBC World Markets in New York City, where he worked from 1996 through 1999. 
    Matt earned his B.A. from Cornell University in 1996, and his M.B.A. from The Wharton School in 2003. He is a CFA® charterholder.
  • Feltus Andrew
  • 資歷 14年(2007-04-02 至今)
  • ANDREW D. FELTUS, CFA
    MANAGING DIRECTOR
    CO-DIRECTOR OF HIGH YIELD, PORTFOLIO MANAGER
    Joined Amundi Pioneer: 1994 
    Investment Experience Since: 1991 
    Andrew Feltus is a Managing Director, Portfolio Manager, and Co-Director of the Amundi Pioneer High Yield team based in Boston. In addition to his role as a Portfolio Manager on U.S. high yield, global high yield, and multisector portfolios, Andrew co-leads a team of portfolio managers who specialize in identifying and capitalizing on high yield and bank loan opportunities globally. The team also provides insight and recommendations for a number of multisector fixed income strategies managed by the U.S. fixed income team. 
    Andrew has been actively managing fixed income portfolios since 1994. He has extensive experience managing a wide range of debt securities globally, including emerging markets and foreign exchange. His experience includes analyzing and managing derivatives since 1992. Andrew joined Amundi Pioneer as a Fixed Income Analyst and became a Portfolio Manager in 2001. Prior to joining Amundi Pioneer, he worked on the bond desk at Massachusetts Financial Services. He holds a B.A. in quantitative economics and philosophy from Tufts University. He is a CFA® charterholder.

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
1.20%
最高管理費
1.20%
遞延費
-
最高遞延費
2.00%

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