基本資料

投資策略

本附屬基金的投資政策，乃達致長期資本增值和收益。附屬基金將透過主要投資於未達投資級別的美國企業債券以達致投資目標。附屬基金乃將資產投資於附息證券，並可購買指數憑證及其他憑證（若其風險水平通常與附息證券或可供此等資產作分配的投資市場有關連）。按揭證券及資產擔保證券不得超過附屬基金資產價值的20%。附屬基金可在行使可換股債券及附權證債券的認購、轉換及選擇權時取得股票及相若權利，惟必須在六個月內出售。

基金經理人

• Kass Justin
• 資歷 1年(2022-03-01 至今)

• Mr. Kass is a portfolio manager, a managing director, CIO and co-head US Income and Growth Strategies with Allianz Global Investors, which he joined in 2000. He has portfolio management, research and trading responsibilities for the Income and Growth Strategies team. In 2003, Mr. Kass was promoted to portfolio management and began handling day-to-day portfolio manager responsibilities for the firm’s US Convertible strategy in 2005. He is also a lead portfolio manager for the firm’s Income & Growth strategy since its inception in 2007. In addition to management responsibility for institutional clients, Mr. Kass is responsible for managing multiple closed-end and open-end mutual funds. Previous to joining the firm, Mr. Kass interned on the Income and Growth Strategies team, adding significant depth to its proprietary Upgrade Alert Model. He has 24 years of investment industry experience. Mr. Kass has a B.S. from the University of California, Davis, and an M.B.A. from the UCLA Anderson School of Management. He is a CFA charterholder.

• Dudnick James
• 資歷 8年(2015-06-01 至今)

• James Dudnick, CFA
  Director, Portfolio Manager
  Mr. Dudnick is a portfolio manager and a director with Allianz Global Investors, which he joined in 2005. He has portfolio-management and research responsibilities for the AllianzGI Short Duration High Income team. Mr. Dudnick was previously a financial advisor at Merrill Lynch, working with both individual and institutional clients. Before that, he worked at Goldman Sachs as a financial analyst in the investment-management division, where he conducted research and executed trades. Mr. Dudnick has a B.B.A. with high distinction in business administration from the University of Michigan Business School. He is a CFA charterholder.

• Gish Steven
• 資歷 8年(2015-06-01 至今)

• Steven Gish, CFA
  Director, Portfolio Manager
  Mr. Gish is a portfolio manager and a director with Allianz Global Investors, which he joined in 2005. He has portfolio-management and research responsibilities on the AllianzGI Short Duration High Income team. Mr. Gish was previously a senior research analyst with Roth Capital Partners; before that, he worked in credit at a division of Deutsche Bank Group. Mr. Gish has a B.A. from the University of New Mexico and a M.B.A. from the University of Colorado. He is a CFA charterholder.

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