基本資料

投資策略

基金的投資目標是在總回報基礎上超越彭博巴克萊美國企業投資級債券指數（下稱「基準」）。在追求這一目標的同時，投資經理人亦將採用如本文所述的「社會責任」投資任務。無法保證該等目標將會被達成。該基金將主要投資於固定收益證券，如公司債券、政府債券、商業不動產抵押證券（CMBS）和市政債券， 該等證券需在全球認可市場上市或交易， 並由任何國家認可的統計評等機構（下稱「NRSRO」）評為投資等級，或如果沒有被評等，由投資經理人決定為與如此評等之證券具有可比性質之等級。投資級證券是指購買時評等為BBB- / Baa3 或更高的證券。基金持有低於投資等級的總額不得超過基金淨資產價值的5％。這5％的限額不包括未經NRSRO 評等的證券。然而，基金對未經NRSRO 評等的證券的投資不得超過5％的淨資產價值。

基金經理人

• Shah Rajat
• 資歷 0年(2024-12-10 至今)

• Rajat Shah, CFA, is a Principal and portfolio manager for PGIM Fixed Income's Investment Grade Corporate Team and is responsible for our global corporate strategy. Previously, he was an associate in PGIM Fixed Income's Credit Research Group , covering the investment grade technology and high yield aerospace/defense sectors. Prior to that, Mr. Shah helped three senior analysts cover the investment grade cable, media, and telecom sectors, as well as the high yield technology and wireless sectors. Mr. Shah joined Prudential Financial in 1999 as an analyst in Prudential Funding, where he assisted with the pricing and issuance of long-term and short-term debt. Earlier, he was a structured finance analyst at Arthur Andersen. Mr. Shah received a BS in Finance from Rutgers University and holds the Chartered Financial Analyst (CFA) designation.

• Del Vecchio David
• 資歷 5年(2019-12-31 至今)

• David Del Vecchio is a Managing Director and portfolio manager for PGIM Fixed Income’s U.S. Investment Grade Corporate Bond Team. Mr. Del Vecchio’s responsibilities include corporate strategies as well as corporate security selection in multi-sector strategies. Prior to his current role, Mr. Del Vecchio was a taxable money markets portfolio manager for the Money Markets Group, responsible for managing proprietary fixed income accounts, as well as the securities lending portfolios. Prior to joining the Money Markets Group in 2000, he was responsible for the lending/repurchase agreements of U.S. government, agency, and STRIP securities in PGIM Fixed Income’s Securities Lending Group. Mr. Del Vecchio joined the Firm in 1995. He received a BS in Business Administration with a specialization in Finance from The College of New Jersey, and an MBA in Finance from New York University.

• Davis Alyssa
• 資歷 6年(2019-04-25 至今)

• Alyssa Davis is a Vice President and portfolio manager for PGIM Fixed Income's Investment Grade Corporate Team. Prior to her current role, Ms. Davis was a credit analyst in PGIM Fixed Income's Credit Research Group. As an analyst, Ms. Davis helped cover the retail, supermarket, consumer products, gaming, food and beverage, tobacco, leisure, and lodging sectors for investment grade and non-investment grade bond portfolios. Previously, she was an investment analyst for PGIM Fixed Income’s Investment Strategy Team, and an investment operations specialist for two different investment management product teams. Ms. Davis joined the Firm in 1997. She received a BS in Finance from Bryant College.

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