瑞萬通博基金-環球非投資等級債券基金AMH(澳幣避險月配)

77.43澳幣0.07(0.09%)
2024/12/09更新
績效 / 
1月0.75%
3月2.11%
1年9.07%
晨星評等
-

基本資料

基金公司/總代理人
瀚亞證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
澳幣
基金組別
其他債券
基金家族
Vontobel Asset Management S.A.
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl HY Bd GR Hdg EUR
基金規模
318.75百萬截至 2024-12-09
年初至今報酬率
6.76%
殖利率
5.96
晨星評等
-
成立日期
2016-04-01

投資策略

本子基金目標,在於達成以歐元計價之最理想可能投資報酬。

於考慮風險分散原則之同時,子基金之資產主要投資於以歐元計價之公部門及/或非公部門借款人所發行之各種債券及相似的固定及變動利率工具等,包含可轉換債券及附認股權債券,惟債券評等須介於標準普爾BB+與CCC-評等之間(或其他信評機構的同等評級)。

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

  • Ma Stella
  • 資歷 3年(2021-07-01 至今)
  • Stella Ma joined Vontobel Asset Management in April 2021 and is lead portfolio manager for the Global High Yield strategy in our Corporate Bonds team.
    
    Prior to joining Vontobel, she was the Lead Global High Yield Fund Manager at Julius Baer Investment Management. She joined Julius Baer in March 2016 to set up and manage the global high yield fund.
    
    Stella started her career in credit and fixed income 20 years ago as a credit research analyst at ING Financial Markets, followed by three years at Morgan Stanley in London as a high yield credit analyst. After, she joined Bluecrest Capital Management as a portfolio manager / credit analyst in London and was offered capital allocation to run a credit long/short portfolio within the Bluecrest multi-strategy credit fund; she was promoted to Partner at Bluecrest in 2010.
    
    Stella Ma holds a Master of Science degree in Accounting and Finance from the London School of Economics and Political Science. She is a CFA charterholder.
  • Bettaieb Mondher
  • 資歷 5年(2019-07-15 至今)

基金費用

最低認購金額
0澳幣
申購手續費
-
保管費
-
分銷費
-
管理費
1.50%
最高管理費
1.60%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
瀚亞證券投資信託股份有限公司
聯絡電話
(02)87586699
基金顧問地址
台北市信義區松智路1 號4 樓
基金顧問網址
www.eastspring.com.tw

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