摩根基金-JPM環球策略債券(美元)-A股(每月派息)

基本資料

投資策略

發掘債券及貨幣市場之投資機會，適時運用衍生性金融工具，期取得超過指標(benchmark) 之報酬。

基金經理人

• Headley Andrew
• 資歷 1年(2020-07-01 至今)

• Andrew Headley, managing director, is the Head of Mortgages for the Global Fixed Income , Currency & Commodities (GFICC) group. Based in New York, he is responsible for overseeing the agency & non-agency mortgage-backed securities, commercial mortgage-backed securities and commercial mortgage loan (CML) investment teams. He is also responsible for managing mortgage portfolios as well as developing and implementing mortgage strategies for multi-sector portfolios. An employee since 2005, Drew previously worked as a portfolio manager at Bear Stearns Asset Management, overseeing the mortgage and asset-backed sectors for the core fixed income strategies. Prior to this, Drew was a portfolio manager at Fischer, Francis, Trees & Watts for eleven years, specializing in mortgage and broad market portfolios. Drew holds a B.S. in economics from the Wharton School of the University of Pennsylvania and is a CFA charterholder.

• Hutz Jeff
• 資歷 1年(2020-07-01 至今)

• Coleman Lisa
• 資歷 1年(2020-07-01 至今)

• Ms. Coleman is the head of the Global Investment Grade Corporate Credit team in the New York/London Global Fixed Income, Currency & Commodities group (GFICC). Prior to joining J.P. Morgan Asset Managementin 2008, Ms. Coleman was at Schroder Investment Management for eight years, serving as the head of Global Credit Strategies and the head of European Fixed Income.

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