基本資料

投資策略

透過投資於全球債券市場，以獲取超越 3 個月期倫敦銀行同業美元拆款利率（ LIBOR） 的長期報酬。

基金經理人

• Lieuw-Kie-Song Frits
• 資歷 1年(2022-10-01 至今)

• Mr. Lieuw-Kie-Song is a portfolio manager and a director with Allianz Global Investors; he joined the firm in 2016 following the acquisition and integration of Rogge Global Partners, which he joined in 2014. He has portfolio management and credit research responsibilities for the high-yield strategies. Mr. Lieuw-Kie-Song has more than 30 years of investment-industry experience. He was previously a high-yield co-portfolio manager at Channel Capital Advisors. Before that, Mr. Lieuw-Kie-Song worked at Britton Hill Capital, LKS Capital, SGS Asset Management, Nomura and Yamaichi. He has a B.Sc. from the London School of Economics.

• Butler David
• 資歷 3年(2020-09-04 至今)

• DAVID BUTLER
  27 years’ industry experience
  •20 years with team
  •Began in the credit research team, covering industrials and financials, before heading Financials research, also credit selection on high yield and subordinated financials portfolios. Moved to a Portfolio Management role in 2020
  •Previously Senior Analyst, Fixed Income Credit Group at NatWest Markets 
  •Prior to that, Credit Analyst at NatWest Corporate Banking Services 
  •BA in History & French (Hons), University of Reading, UK

• Newman David
• 資歷 7年(2016-10-31 至今)

• DAVID NEWMAN
  CIO Global High Yield
  32 years’ industry experience analysing credit 
  11 years with Global Fixed Income team
  Number 1 ranked High Yield strategist and HY industrials analyst by Euromoney, Credit Magazine and Extel (2004)*
  Previously Managing Director, Head of Fixed Income Credit Research and Co-Head Credit Trading at Citigroup
  Prior to that, Head of High Yield Credit Research at UBS
  Lecturer at ISMA (now ICMA - International Capital Markets Association)
  MBA, Cass Business School, UK
  BA (Hons) in Geography, University College London, UK

基金費用

聯絡資訊