基本資料

投資策略

本基金的目標是賺取高收益及達致長期資本增值。本基金尋求透過主要（本基金最少70%的資產淨值）投資於大部分為企業發行機構發行的全球非投資級別債務證券（包括新興市場）以達致其目標。該等證券乃基於基本信貸研究連同風險評估進行甄選，以評估某個工具的相對吸引力。雖然投資範圍及授權具有全球性，但目前美國佔投資範圍較大部分，因此本基金將可能會集中投資美國發行機構。

基金經理人

• Susser Philip
• 資歷 4年(2021-07-30 至今)

• Philip Susser, Portfolio Manager, who has been responsible for the Fund since 2021, and has been associated with Invesco and/or its affiliates since 2021. Phil joined the U.S. High Yield Fixed Income team as a senior research analyst in 2001. He has extensive research experience in the cable/satellite, gaming, hotels, restaurants, printing/publishing, telecom, REIT, lodging and distressed sectors. Phil’s investment experience began in 1995 spending three years as a securities lawyer at Cahill Gordon and Shearman & Sterling representing underwriters and issuers of high yield debt.

• Shad Rahim
• 資歷 4年(2021-05-31 至今)

• Rahim Shad is a Portfolio Manager for the Invesco Fixed Income High Yield team.
  Mr. Shad joined Invesco in 2009 as a fixed income research generalist. He joined the high yield
  team as a research analyst in 2010. Mr. Shad began his career in 2000 as a technology
  analyst for AIM Investments (the US retail predecessor to Invesco).
  Mr. Shad earned a BBA degree and an MS in finance from the University of Houston.

• Nordenfelt Niklas
• 資歷 4年(2020-10-30 至今)

• Mr. Nordenfelt joined Invesco in 2020. Prior to joining the firm, he was a managing director, senior portfolio manager, and co-head of US high yield at Wells Fargo Asset Management. Before that, Mr. Nordenfelt was a principal and investment strategist at Barclays Global Investors. Prior to that, he was a quantitative analyst at Fidelity Management Trust Co. and, before that, a portfolio manager at Mellon Capital Management. Mr. Nordenfelt earned a BA degree in economics from the University of California, Berkeley. He is a Chartered Financial Analyst (CFA) charterholder.

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