基本資料

投資策略

本基金之投資目標在利用經常收益與資本增值之投資組合以達高投資報酬。

本基金至少將總資產的51%投資於固定收益有價證券，該等有價證券係在附錄一所臚列之交易所上市或於附錄一所臚列之市場中交易。本基金得投資49%以下之總資產於現金、貨幣市場工具或上揭以外之其它有價

證券。本基金得將不超過20％之總資產投資於特別股，將10%以下之總資產投資於普通股。本基金得將10％以下之淨資產投資於集合投資事業。

基金經理人

• Eagan Matthew
• 資歷 16年(2007-02-01 至今)

• Matthew J. Eagan is an Executive Vice President and a member of the Board of Directors of Loomis Sayles. Mr. Eagan started his investment career in 1989 and joined Loomis Sayles in 1997. Previously, he worked for Liberty Mutual Insurance Company as a senior fixed-income analyst and for BancBoston Financial Company as a senior credit analyst. Mr. Eagan received his BA from Northeastern University and his MBA from Boston University. He is a CFA® charterholder.

• Stokes Elaine
• 資歷 16年(2007-02-01 至今)

• Elaine M. Stokes joined Loomis Sayles in 1988 and is an Executive Vice President, Director, Portfolio Manager and Co‑Head of the full discretion team. She has 33 years of investment industry experience. She is also a Co‑Portfolio Manager of the Loomis Sayles Strategic Alpha Fund and other fixed income funds managed by Loomis Sayles. Prior to becoming a Portfolio Manager in 2000, she had experience working in high yield, global and emerging markets. She has served as a senior fixed income trader and portfolio specialist. She earned a BS from St. Michael’s College.

• Fuss Daniel
• 資歷 25年(1998-07-09 至今)

• Dan Fuss，CFA（特許財務分析師）、CIC（註冊投資顧問）：1958 年開始投資生涯，於 1976 年加入 Loomis Sayles，自基金成立起便負責操盤，擁有馬凱特大學（Marquette University）企管碩士學位。

基金費用

聯絡資訊