安盛環球基金-美國高收益債券基金A Dis (澳幣避險) (月配息)

基本資料

投資策略

本子基金的目標在於透過投資固定及浮動利率證券以獲取高收益，資本成長為次要考量。

本子基金之典型投資人追求高美元計價收益。

為達成子基金目標，投資管理公司會固定將至少三分之二的總資產，投資於投資以下評等（即評等低於S&P 之BBB-級，或Moody的Baa3 評等，或若未評等，則由投資管理公司認定為如此者）之固定收益可轉讓債券所構成的多樣化投資組合，證券發行機構需為設立於美國之國營或民間企業。投資管理公司將不得以超過三分之一的資產投資於加拿大或歐洲市場發行或上市之證券。

基金經理人

• Houle Robert
• 資歷 0年(2021-08-13 至今)

• Robert Houle, CFA® is a U.S. High Yield Portfolio Manager/Analyst at AXA IM.  Prior to joining AXA IM in 2005, Rob was a trader on the institutional equity trading desk at Lehman Brothers, where he most recently traded energy related stocks. Rob holds a B.A. from Williams College and has the CFA professional designation.
  
  
  "

• Graham Michael
• 資歷 4年(2017-10-20 至今)

• "Michael is a portfolio manager/analyst with AXA IM. Prior to joining AXA IM in 2007, he was an analyst in the fixed income division of Bear, Stearns & Company, where he performed financial analysis and quantitative support for the Public Power group. Michael holds a B.A. from Williams College and has the CFA professional
  designation.
  
  "

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