基本資料

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)。

基金經理人

• Bettaieb Mondher
• 資歷 3年(2021-07-01 至今)

• 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.

基金費用

聯絡資訊