安聯美元短年期非投資等級債券基金-AM穩定月收類股(美元)

9.72美元0.02(0.16%)
2024/12/09更新
績效 / 
1月1.28%
3月2.7%
1年11.25%
晨星評等
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基本資料

基金公司/總代理人
安聯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
Allianz Global Investors GmbH
公開說明書基準指數
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晨星組別基準指數
Morningstar US HY Bd TR USD
基金規模
2,602.76百萬截至 2024-12-06
年初至今報酬率
9.50%
殖利率
5.86
晨星評等
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成立日期
2015-12-10

投資策略

投資於美國債券市場的短存續期高收益評級企業債券,以達致長期收益及降低波幅,同時採取可持續發展關鍵績效指標策略(絕對)(「關鍵績效指標策略(絕對)」),以達致可持續發展關鍵績效指標。

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

  • Kass Justin
  • 資歷 3年(2022-03-01 至今)
  • Justin Kass is chief investment officer, co-head of income and growth at Voya Investment Management. Prior to joining Voya, he was a portfolio manager, managing director, CIO and co-head of U.S. income and growth strategies at Allianz Global Investors, where he held portfolio management, research and trading responsibilities for the income and strategies team. Prior to that at Allianz Global Investors, Justin held portfolio manager responsibilities for the U.S. convertible strategy and was a lead portfolio manager for the income and growth strategy since its inception and was also responsible for managing multiple closed-end and open-end mutual funds. Justin earned a BS from the University of California, Davis and an MBA from the UCLA Anderson School of Management. He is a CFA® Charterholder.
  • Dudnick James
  • 資歷 9年(2015-06-01 至今)
  • James Dudnick is a lead portfolio manager, income and growth at Voya Investment Management. Prior to joining Voya, he was a portfolio manager and director at Allianz Global Investors, where he held portfolio management and research responsibilities for the short duration high income team. Previously, James was a financial advisor at Merrill Lynch, working with both individual and institutional clients. Prior to that, he worked at Goldman Sachs as a financial analyst in the investment management division, where he conducted research and executed trades. James earned a BBA with high distinction in business administration from the University of Michigan Business School. He is a CFA® Charterholder.
  • Gish Steven
  • 資歷 9年(2015-06-01 至今)
  • Steven Gish is a lead portfolio manager, income and growth at Voya Investment Management. Prior to joining Voya, he was a portfolio manager and director at Allianz Global Investors, where he held portfolio management and research responsibilities on the short duration high income team. Prior to that, Steven was a senior research analyst with Roth Capital Partners. Previously, he worked in credit at a division of Deutsche Bank Group. Steven earned a BA from the University of New Mexico and an MBA from the University of Colorado. He is a CFA® Charterholder.

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.29%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
安聯證券投資信託股份有限公司
聯絡電話
(02)8770 9888
基金顧問地址
台北市中山區中山北路二段42號8樓
基金顧問網址
www.allianzgi.com.tw

基金篩選

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