霸菱優先順位資產抵押債券基金-G類歐元避險累積型

103.27歐元0.41(0.4%)
2023/06/02更新
績效 / 
1月0.56%
3月0.04%
1年2.63%
晨星評等
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基本資料

基金公司/總代理人
霸菱證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
歐元
基金組別
全球高收益債券 - 歐元對沖
基金家族
Baring International Fund Mgrs (Ireland) Limited
公開說明書基準指數
-
晨星組別基準指數
ICE BofA Gbl HY Constnd TR USD
基金規模
1,275.74百萬截至 2023-06-02
年初至今報酬率
2.65%
殖利率
0.00
晨星評等
-
成立日期
2018-12-17

投資策略

霸菱環球高級抵押債券基金(「本基金」)是主動型管理的高級抵押債券策略,旨在向投資者提供高流動收益及(如適用)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

  • Burton Kelly
  • 資歷 6年(2017-07-01 至今)
  • Abouchar Craig
  • 資歷 7年(2016-05-09 至今)
  • Craig Abouchar is a Managing Director and a member of Barings’ European High Yield Investments Group and the European High Yield Investment Committee. He is a lead portfolio manager for the firm’s European High Yield Bond business and he is responsible for the portfolio management of numerous strategies. Mr. Abouchar has worked in the industry since 1994 and his experience has encompassed a focus on below-investment-grade assets across all investment types and geographic markets. Prior to joining the firm in 2016, he was Co-CEO, Europe of Castle Hill Asset Management. Prior to Castle Hill, he was a portfolio manager at Ignis Investment Management. Mr. Abouchar was also previously the chairman of the board of directors for the European High Yield Association. He shares principal responsibility for the day-to-day management of the Barings Global High Yield Fund.
  • Sawyer Chris
  • 資歷 7年(2016-03-08 至今)
  • Mr. Sawyer is a Managing Director and member of Barings’ European High Yield Investments Group and the firm’s European High Yield Investment Committee. He is responsible for the portfolio management of several high yield strategies and also manages the firm’s European high yield trading operations. Mr. Sawyer has worked in the industry since 2005. Prior to joining the trading team in 2008, he was a member of the portfolio monitoring team where he was responsible for the performance analysis of individual portfolio assets. Mr. Sawyer holds a B.Sc. in Economics and Business Finance from Brunel University.

基金費用

最低認購金額
1,000歐元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.25%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
霸菱證券投資顧問股份有限公司
聯絡電話
0800-062-068
基金顧問地址
台北市基隆路1段333號21樓
基金顧問網址
www.barings.com/tw