基本資料

投資策略

本基金的投資目標是提供高水準的當前收入和長期資本增長。本基金主要通過投資追求其投資目標，其中至少 65%淨資產淨值將投資於以下項目：(i) 美國政府、其機構 和部門發行的債務證券，(ii) 標準普爾公司評定為至少 A-或穆迪公司評定為 A3 的債務證券（購買時），如 沒有信用評級，則由投資經理判斷為具有相當質量的債務證券，以及(iii) 現金和貨幣市場工具。然而，本基 金對未被評級的證券投資將不超過基金資產淨值的 30%。 本基金還可以將其淨資產的最多 35%投資於標準普爾評定為 BBB+至 BBB-包括或穆迪評定為 Baa1 至 Baa3 的債務證券，或在購買時具有相當質量的債務證券。

基金經理人

• Brady Jason
• 資歷 7年(2017-05-03 至今)

• Jason Brady is president and CEO of Thornburg Investment Management. He is responsible for the company’s overall strategy and direction. He is also the head of the firm’s global fixed income investment team and a portfolio manager on multiple strategies. He joined the firm in 2006, was made portfolio manager and managing director in 2007, and president and CEO in 2016. His book Income Investing: An Intelligent Approach to Profiting from Bonds, Stocks and Money Markets is a step-by-step guide to income investing.
  
  Jason holds a BA with honors in English and environmental biology from Dartmouth College, and an MBA with concentrations in analytical finance and accounting from Northwestern’s Kellogg Graduate School of Management. He is a CFA charterholder. Prior to joining Thornburg, Jason was a portfolio manager with Fortis Investments in Boston, and has held various positions at Fidelity Investments and Lehman Brothers.
  
  Jason holds a BA with honors in English and environmental biology from Dartmouth College, and an MBA with concentrations in analytical finance and accounting from Northwestern’s Kellogg Graduate School of Management. He is a CFA charterholder. Prior to joining Thornburg, Jason was a portfolio manager with Fortis Investments in Boston, and has held various positions at Fidelity Investments and Lehman Brothers.

• Erickson Lon
• 資歷 7年(2017-05-03 至今)

• Lon Erickson is portfolio manager for Thornburg Investment Management. He joined Thornburg in 2008 and was made portfolio manager and managing director in 2010.
  
  Lon earned a BA in business administration with a minor in economics from Illinois Wesleyan University and an MBA from the University of Chicago’s Graduate School of Business. He is a CFA charterholder. Prior to joining Thornburg Investment Management, Lon spent almost 11 years as an analyst for State Farm Insurance in the equity and corporate bond departments.

• Klingelhofer Jeff
• 資歷 7年(2017-05-03 至今)

• Jeff Klingelhofer is co-head of investments for Thornburg Investment Management. He is responsible for driving the investment process at the firm level. Jeff is also a portfolio manager on multiple strategies. He joined the firm in 2010, then was promoted to associate portfolio manager in 2012. In 2015, Jeff was made portfolio manager and managing director. 
  
  Jeff earned a BA in economics with a minor in business from the University of California at Irvine, and an MBA from the University of Chicago Booth School of Business in 2010. He is also a CFA charterholder. Prior to joining Thornburg Investment Management, Jeff spent four years with PIMCO, where he was responsible for monitoring portfolio leverage and risk tolerances. Jeff also worked as a commercial mortgage-backed securities intern with ratings agency DBRS and interned with the CalPERS alternative assets team.

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