基本資料

投資策略

主要投資於環球企業固定及浮動利率債券，並於適當時運用衍生性金融工具策略，以期取得較環球企業債券市場更高的收益。

子基金之總資產（ 不包括現金及與現金相當之財產） 至少67%將直接或透過金融衍生工具投資於固定及浮動利率之全球性公司債券。該等債券之發行人可能位於任何國家， 包含新興市場。

基金經理人

• Naeem Usman
• 資歷 9年(2015-08-01 至今)

• Michalitsianos Andreas
• 資歷 11年(2013-04-01 至今)

• Andreas Michalitsianos, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in London, he is a portfolio manager within the Global Investment Grade Corporate Credit Team, focusing on sterling, European and unconstrained bond portfolios. An employee since 2002, Andreas previously worked as a portfolio manager in the Long Duration group in New York where he managed a range of strategies including credit, government and inflation protected bond mandates. Andreas received a B.Sc. (Hons.) in Biochemistry from the University of Warwick in England. He is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.

• Napolitano Lorenzo
• 資歷 13年(2012-03-01 至今)

• Lorenzo Napolitano, Executive Director and CFA, are responsible for establishing and monitoring the overall duration, yield curve, sector allocation, the overweights and underweights of the Fund’s portfolio versus the benchmark.
  Mr. Napolitano is a member of GFICC and a portfolio manager within the Investment Grade Corporate Credit Team. Prior to joining J.P. Morgan Investment Management Inc. in 2012, he was an associate portfolio manager at Lord, Abbett & Co. LLC where he traded and provided research analysis for institutional and retail portfolios within Investment Grade Credit.

基金費用

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