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 2年(2021-08-13 至今)

• Rob is a Portfolio Manager/ Analyst within the US High Yield team, a role he has held since 2008. In addition to managing core high yield portfolios, he is also responsible for research coverage of the basic industry sector.
  Rob joined AXA IM in 2005 as a US High Yield Credit Analyst. Before joining AXA IM, he was a Trader for three years on the institutional equity trading desk at Lehman Brothers where he traded energy related stocks.
  
  Robert holds a Bachelor’s degree in Economics and Psychology from Williams College; and is also a CFA charterholder.

• Graham Michael
• 資歷 2年(2021-08-13 至今)

• Michael is a Portfolio Manager within the US high yield team in fixed income, responsible for managing core strategies, a role he has held since 2010. In addition, he is responsible for covering the energy sector research, a responsibility he has held since joining AXA IM in 2007. 
  
  Prior to AXA IM, he was an Analyst for two years in the fixed income division of Bear Stearns, where he performed financial analyses and quantitative support for the Public Power group.
  
  Michael holds a Bachelor’s degree in Economics from Williams College; and he is also a CFA charterholder

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