鋒裕匯理基金美元綜合債券A2美元(穩定月配息)

48.33美元0(0%)
2021/09/21更新
績效 / 
1月0.27%
3月1.02%
1年2.59%
晨星評等
-

基本資料

基金公司/總代理人
鋒裕匯理證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
美元多元化債券
基金家族
Amundi Luxembourg S.A.
公開說明書基準指數
-
晨星組別基準指數
BBgBarc US Agg Bond TR USD
基金規模
2,300.87百萬截至 2021-09-20
年初至今報酬率
0.41%
殖利率
4.66
晨星評等
-
成立日期
2017-06-07

投資策略

本子基金追求以主要投資於由美元計價之投資級債務及債務相關工具之多樣化投資組合以追求資本及收益之中長期增長。

本子基金可以

(1) 最高不超過基金總資產之10%,投資於股權或股權連結工具;

(2) 最高不超過基金總資產之25%,投資於可轉換證券;

(3) 最高20%之資產投資於次投資級債券及債務相關工具。

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Rowe Timothy
  • 資歷 3年(2018-06-08 至今)
  • Tim Rowe is Managing Director, Deputy Director of Multi-Sector Fixed Income, and Portfolio Manager, based in Durham. Tim is the lead portfolio manager for investment grade core bond portfolios, which he has managed at the firm since 1994, and works with the sector teams to construct portfolios that meet clients’ risk and return objectives. As Deputy Director of Multi-Sector Fixed Income, he oversees a team of investment professionals who are responsible for managing institutional strategies and retail funds for US and international investors.
    His previous responsibilities at the firm include managing agency mortgage-backed security portfolios and leading the Securitized Credit team. Before joining the firm in 1988, Tim was an Assistant Economist at the Federal Reserve Bank of Richmond, Virginia.
    He holds a Master of Business Administration with specialization in Finance from the University of Chicago Booth School of Business and a Bachelor of Arts in Economics and History from Duke University.
  • Komenda Bradley
  • 資歷 4年(2018-02-01 至今)
  • Brad Komenda is Senior Vice President, Portfolio Manager, and Deputy Director of Investment Grade Corporates, based in Boston. As Deputy Director of Investment Grade Corporates, he helps lead a team that supports the management of high-grade credit exposure across all fixed income portfolios managed by Amundi Pioneer, including crossover and high-grade CDS exposure. He is a member of teams managing stand-alone long duration and high-grade credit strategies, including portfolios with ESG mandates.
    Prior to joining Amundi Pioneer in 2008, Brad spent ten years as an Investment Grade and High Yield Analyst at Columbia Management. He began his career with General Electric Capital and Assurance as an investment grade and high yield research associate where he worked for five years.
    He holds a B.A. in Accounting and Business Administration from Central Washington University (1991). He is a CFA® charterholder.
  • Taubes. Kenneth
  • 資歷 16年(2006-02-27 至今)
  • 鋒裕投資美國投資團隊總監,擁有33 年的資產管理經驗,加入鋒裕投資17 年.

基金費用

最低認購金額
11/1000 Share
申購手續費
-
保管費
-
分銷費
0.00%
管理費
-
最高管理費
0.90%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
鋒裕匯理證券投資信託股份有限公司
聯絡電話
(02)8101-0696
基金顧問地址
台北市信義區信義路5段7號32樓之一
基金顧問網址
investments.miraeasset.com.tw