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

• Hoffmann Christian
• 資歷 2年(2023-01-02 至今)

• Christian Hoffmann is head of fixed income and a portfolio manager for Thornburg Investment Management. He joined the firm in 2012 as a fixed income analyst and was promoted to associate portfolio manager in 2014. Christian was named a managing director in 2017, was promoted to portfolio manager in 2018, and to head of fixed income in 2024.
  
  Prior to joining Thornburg, Christian served as a senior credit analyst with H.I.G. Capital in Miami, Florida, where he specialized in distressed debt investments and credit driven special situations. He began his career in the investment banking division of Lehman Brothers and later spent several years working on the high yield research desk at the firm. Christian holds a bachelor’s degree in economics from New York University. He is also a CFA charterholder.

• Erickson Lon
• 資歷 8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.

基金費用

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