匯豐投資信託基金-匯豐亞洲非投資等級債券基金AM3H-AUD

4.68澳幣0(0.06%)
2024/04/22更新
績效 / 
1月0.93%
3月1.32%
1年3.39%
晨星評等
-

基本資料

基金公司/總代理人
滙豐證券投資信託股份有限公司
註冊地
香港
計價幣別
澳幣
基金組別
其他債券
基金家族
HSBC Investment Funds (HK) Limited
公開說明書基準指數
-
晨星組別基準指數
Markit iBoxx Asian USD HighYld Bd TR USD
基金規模
1,116.13百萬截至 2024-04-19
年初至今報酬率
1.17%
殖利率
8.94
晨星評等
-
成立日期
2014-04-03

投資策略

本基金旨在透過主要投資於由收益較高的固定收益證券(包括主要以美元計值,並由亞洲市場的發行人買賣或發行的投資級別、非投資級別及

未獲評級的債券)組成的多元化投資組合,達致高水平的回報及資本增值。

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

  • Leap Ming
  • 資歷 3年(2021-02-01 至今)
  • Ming Leap is an Associate Director in the Asian Fixed Income team and has been working in the industry since 2005. Before joining the team in 2011, Ming was a Quantitative Investment Manager at Sinopia Asset Management (HSBC’s former quantitative specialist) in Hong Kong, focusing on Global Bonds strategies. Prior to joining HSBC in 2007, Ming worked as an Assistant Dealer at AXA Investment Managers in Paris. He holds a Bachelor’s degree in Economics and Management and a Master’s degree in Global Market Finance from the University of Paris IX Dauphine. Ming also holds a "DEUG Mathematiques Appliquées aux Sciences Sociales", a two-year university degree in Mathematics applied to Social Sciences from Paris I, the Pantheon-Sorbonne University.
  • Mui Alfred
  • 資歷 13年(2011-05-20 至今)
  • Alfred Mui is the Head of Asian Credit in the Asian Fixed Income team within HSBC Asset Management in Hong Kong and has been working in the financial industry since 1996. Within the team, Alfred heads the Asian credit capabilities. Prior to re-joining HSBC in June 2010, Alfred worked as a director of credit trading at Myo Capital and a director at UBS Global Credit Strategies Group. Before first joining HSBC in 2000, Alfred worked as an investment advisor at Matheson InvestNet Ltd. and Jardine Fleming Holdings Ltd. and market risk management at Daiwa Securities (HK) Ltd and Chase Manhattan Bank. Alfred holds an MBA from the University of Ottawa and a Bachelor of Science with Distinction from the University of Toronto. Alfred is a CFA charterholder.

基金費用

最低認購金額
1,500澳幣
申購手續費
-
保管費
-
分銷費
-
管理費
1.25%
最高管理費
2.50%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
滙豐證券投資信託股份有限公司
聯絡電話
(02)2325-7888
基金顧問地址
台北市敦化南路二段99 號24 樓
基金顧問網址
https://www.assetmanagement.hsbc.com.tw