基本資料

投資策略

此主動管理之子基金根據 JP Morgan Asian Credit Non-Investment Grade Index USD 績效指標以達到投資組合建置、績效衡量 以及風險管理之目的。類股名稱中有「避險」，將使用貨幣避險版本（若有）之績效指標。雖然部分投資組合可能投資於與績效 指標相同的投資工具並且採用與績效指標相同的比重，基金經理人不被績效指標所選擇之投資工具所限制。尤其，基金經理人可 基於有效地利用投資機會自行決定是否投資於績效指標不包含之債券發行人或者建置與績效指標不同比重之產業比例。因此在市 場波動時，此子基金之績效可能一定程度的偏離績效指標。

基金經理人

• Gui Raymond
• 資歷 1年(2022-08-31 至今)

• Raymond has lead Income Partners’ RMB fixed income investment team since 2010, and is a key member of the firm’s Investment Committee. He has over 12 years’ professional work experience in global fixed income markets, with extensive exposure and work experience with Chinese regulators and various Chinese institutions. He launched a first-to-market offshore pure investment grade RMB product followed by an offshore high yield RMB product at Income Partners for institutional investors, and proactively set up a “reverse enquiry model” in order to expand the offshore CNH primary bond issuance market.

• Rastogi Smit
• 資歷 2年(2022-01-19 至今)

基金費用

聯絡資訊