基本資料

投資策略

本基金是美盛環球基金系列於( 愛爾蘭註冊成立的開放

式傘子投資公司)的子基金。本基金將其資產總值至少

70%投資於在美國受監管市場上市或買賣的投資級別

債務證券， 並透過資本增值及收益取得最大總回報。

基金經理人

• Scholnick Julien
• 資歷 17年(2007-04-20 至今)

• – Western Asset Management Company, LLC – Portfolio Manager, 2003-
  – Salomon Smith Barney – Associate, Private Client Group, 2000-2001
  – Digital Coast Partners – Senior Analyst, 1999-2000
  – Arthur Andersen, LLP – Senior Analyst, 1997-1999
  – Cornell University, M.B.A.
  – University of California, Los Angeles, B.A., magna cum laude
  – Chartered Financial Analyst

• Bellows John
• 資歷 17年(2007-04-20 至今)

• – Western Asset Management Company, LLC – Portfolio Manager, 2012- 
  – U.S. Department of the Treasury – Acting Assistant Secretary for Economic Policy; Deputy Assistant
   Secretary for Microeconomic Analysis; Senior Advisor in the Office of Economic Policy, 2009-2011
  – University of California, Berkeley, PhD Economics
  – Dartmouth College, B.A. Economics, magna cum laude
  – Chartered Financial Analyst

• Leech Ken
• 資歷 17年(2007-04-20 至今)

基金費用

聯絡資訊