Capital Group Global High Income Opportunities (LUX)

美元(0%)
更新
績效 / 
1月5.99%
3月9.81%
1年15.88%
晨星評等
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基本資料

基金公司/總代理人
中租證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
全球債券 - 靈活策略
基金家族
Capital International Management Company Sàrl
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
1,337.16百萬截至 2022-07-01
年初至今報酬率
15.70%
殖利率
5.23
晨星評等
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成立日期
2020-02-27

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

  • Ward Shannon
  • 資歷 1年(2021-06-01 至今)
  • Shannon Ward is a fixed income portfolio manager at Capital Group. She also serves on the Target Date Solutions Committee. She has 29 years of investment industry experience and has been with Capital Group for five years. Prior to joining Capital, Shannon worked as a portfolio manager at Oaktree Capital Management. She holds an MBA from the University of Southern California and a bachelor's degree in psychology from University of California, Santa Barbara. Shannon is based in Los Angeles.
  • Spence Kirstie
  • 資歷 1年(2021-06-01 至今)
  • Kirstie Spence is a fixed income portfolio manager at Capital Group. She has 26 years of investment experience, all with Capital Group. Earlier in her career at Capital, Kirstie was a fixed income investment analyst and her coverage included sovereign debt in emerging markets with a focus on Europe, the Middle East, Africa and Latin America, as well as European telecommunications as a credit analyst. Kirstie began her career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. She holds a master’s degree with honors in German and international relations from the University of St. Andrews, Scotland. Kirstie is based in London.
  • Daigle David
  • 資歷 10年(2012-05-01 至今)
  • David A. Daigle is a fixed income portfolio manager at Capital Group. He has 27 years of investment experience, all with Capital Group. Earlier in his career at Capital, David also had investment analyst responsibilities and covered multiple industries including health care, wireless communications, technology, and transportation. He holds an MBA with honors from the University of Chicago Booth School of Business and a bachelor’s degree in business administration from the University of Vermont. David is based in New York.

基金費用

最低認購金額
0美元
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
0.75%
遞延費
-
最高遞延費
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聯絡資訊

基金投資顧問
中租證券投資顧問股份有限公司
聯絡電話
(02)7708-8888
基金顧問地址
台北市忠孝西路一段66號33樓
基金顧問網址
www.ezfunds.com.tw