安聯全球機會債券基金-AMg穩定月收總收益類股(美元)

8.26美元0.02(0.25%)
2026/01/16更新
績效 / 
1月0.08%
3月0.69%
1年7.52%
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
環球債券 - 靈活策略 - 美元對沖
基金家族
Allianz Global Investors GmbH
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Core Bd GR Hdg USD
基金規模
866.52百萬截至 2026-01-16
年初至今報酬率
0.30%
殖利率
5.72
晨星評等
-
成立日期
2016-12-01

投資策略

投資於環球債券市場,以達致長期資本增值及收益。作為投資程序的一部份,投資經理採用機會主義策略,尤其提供一系列的宏觀和信貸投資機會。

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

  • Zeng Jenny
  • 資歷 0年(2025-09-19 至今)
  • Jenny Zeng is Co-Head of Asia Pacific Fixed Income and a portfolio manager. She manages Asian Income Opportunity, RMB Income Plus and other Asian strategies. Zeng is also a member of the Emerging-Market Debt Portfolio Management team. Prior to her current role, she was the head of credit research in Asia, specializing in Asian high-yield credits. Before joining the firm in 2013, Zeng was at Citigroup for seven years, most recently serving as a vice president and credit-sector specialist covering Asian corporate credit. During her years with Citigroup, she was ranked as one of the top three research analysts for overall credit research in the Asiamoney Fixed Income Poll. Zeng is a CFA charterholder. Location: Hong Kong
  • Saroliya Gaurav
  • 資歷 1年(2025-04-09 至今)
  • Gaurav joined AllianzGI in July 2021 as a portfolio manager in Macro Unconstrained fixed income. His main focus has been to help develop the team’s global macro views and develop new unconstrained global-macro strategies. He is currently part of the Global Markets team and acts as a deputy portfolio manager on some of the team’s funds. Gaurav has 20 years’ investment experience. Prior to joining AllianzGI, he was head of global macro strategy at Oxford Economics. Gaurav began his career managing absolute return fixed income strategies at Union Bancaire Privée. Gaurav has a PhD in Economics from York University.
  • Schwarz Thomas
  • 資歷 1年(2025-04-09 至今)
  • Thomas Schwarz is an Associate Portfolio Manager in AllianzGI’s Core Fixed Income – Global Markets Team. He has three years of investment industry experience. Thomas joined the firm in 2021 as an intern with the Business Management Team in Tokyo focusing on data analysis and client reporting on Global Fixed Income portfolios – he speaks fluently in German and English, as well as business proficiency in Japanese. In 2023, Thomas joined the Global Markets Team as an Associate Portfolio Manager.
    Thomas holds two separate Master’s degrees in Economics from the University of Bonn and the Institut Polytechnique de Paris.

基金費用

最低認購金額
4,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.14%
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

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