施羅德環球基金系列-環球非投資等級債券(美元)U-月配固定
14.86美元0(0%)
2024/10/11更新
本基金旨在通過投資於全球各地發行的低於投資級別的定息和浮息證券,在三年至五年期內扣除費用後提供超過Bloomberg Global HYxCMBSxEMG index USD Hedged 2% cap的收益和資本增值。本基金被積極管理及將最少三分之二的資產投資於信貸評級低於投資級別(按標準普爾的評級或其他信貸評級機構的任何同等評級)的定息和浮息證券。此等證券可由全球各地政府、政府機構、跨國組織和公司發行,並以各種貨幣定值。
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Hugo Squire, a CFA holder, is a Co-Fund Manager at Schroders since joining in 2020. Prior to joining Schroders, Hugo worked at Muzinich & Co from 2013 to 2020. Before his time at Muzinich & Co, Hugo worked at Societe Generale in 2009, and at Macquarie Capital Partners in 2008, and holds a Bachelor of Arts (BA) degree from the University of Warwick.
Michael Davis is Portfolio Manager at Schroders, focusing on Global High Yield (USD). He joined Schroders in 2013 and is based in New York. Michael was Vice President - Global High Yield at AllianceBernstein from 1997 to 2012. Michael was responsible for trading and a team member in portfolio construction for all Global High Income products. Series 6,7,63. Qualifications: BA Accounting University of Massachusetts Amherst; BSc Political Science University of Massachusetts Amherst.
學歷: Mount Holyoke 國際政治經濟學學士學位。 經歷: 於 2010 年 10 月加入施羅德,現在紐約負責環球高收益策略的投資組合管理。現任美國固定收益團隊資深投資組合經理,也是施羅德環球高收益基金聯席經理。她也是美國高收益信貸研究主管。2005 2010 於紐約的瑞士信貸擔任總經理和美國高收益主管。 2000 2005 年在景順擔任總經理和環球高收益債券的投資組合經理。之前也曾在摩根資產管理公司擔任副總裁及高收益投資組合經理。 相關資格:特許財務分析師。