PIMCO美國股票增益基金-機構H級類別(累積股份)

14.23美元0.1(0.71%)
2021/10/19更新
績效 / 
1月1.07%
3月3.74%
1年30.59%
晨星評等
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基本資料

基金公司/總代理人
品浩太平洋證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
美國大型均衡型股票
基金家族
PIMCO Global Advisors (Ireland) Limited
公開說明書基準指數
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晨星組別基準指數
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基金規模
3,211.13百萬截至 2021-09-30
年初至今報酬率
20.26%
殖利率
0.00
晨星評等
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成立日期
2020-01-08

投資策略

暫無投資策略資料

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

  • Yang Jing
  • 資歷 3年(2018-07-30 至今)
  • Ms. Yang is an executive vice president and a mortgage specialist in the structured credit group in the Newport Beach office. Prior to joining Pacific Investment Management Company LLC in 2006, she worked in home equity loan structuring at Morgan Stanley in New York. She has eight years of investment experience and holds a Ph.D. in Bioinformatics and a master's degree in statistics from the University of Chicago.Ms. Yang is an Executive Vice President of Pacific Investment Management Company LLC.
  • Tsu Bryan
  • 資歷 3年(2018-07-30 至今)
  • Mr. Tsu is a senior vice president and portfolio manager in the Newport Beach office, focusing on commercial mortgage-backed securities (CMBS) and collateralized loan obligations (CLOs). Prior to joining Pacific Investment Management Company LLC in 2008, he worked at Bear Stearns in New York, syndicating collateralized loan and collateralized debt obligations and other asset-backed transactions. He has eight years of investment experience and holds a bachelor's degree in economics and operations research from Columbia University.Mr. Tsu is one of Executive Vice Presidents of Pacific Investment Management Company LLC.
  • Fahmi Mohsen
  • 資歷 3年(2018-07-30 至今)
  • Mr. Fahmi is a managing director of PIMCO and generalist portfolio manager in the Newport Beach office, focusing on global fixed income assets. Prior to joining PIMCO in 2014, he was with Moore Capital Management, most recently as a senior portfolio manager and previously as chief operating officer. 
    In London earlier in his career, he was co-head of bond and currency proprietary trading at Tokai Bank Europe, head of leveraged investment at Salomon Brothers and executive director of proprietary trading at Goldman Sachs. Prior to this, he was a proprietary trader for J.P. Morgan in both New York and London, and he also spent seven years as an investment officer at the World Bank in Washington, DC. He has investment experience since 1985.He holds an MBA from Stanford University. He received a master's degree in civil engineering from the Ohio State University and an undergraduate degree from Ain Shams University, Cairo.

基金費用

最低認購金額
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申購手續費
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保管費
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分銷費
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管理費
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最高管理費
0.72%
遞延費
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最高遞延費
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聯絡資訊

基金投資顧問
品浩太平洋證券投資顧問股份有限公司
聯絡電話
866 2 8729 5500
基金顧問地址
40F, No. 68, Sec.5, Zhongxiao E. Rd.,
基金顧問網址
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