基本資料

投資策略

本基金旨在主要透過投資於新興市場政府債券及高收益環球企業債券，提供以流動收益為主的長線高水平總回報，並以美元和各種國家貨幣（包括新興市場貨幣）計價。此外，本基金亦致力維持其碳足跡於較企業指數低至少30%的水平，並透過評估及實施環境、社會及管治（ESG）與標準篩選，執行與投資於企業及主權債券發行人相關的排除政策。

基金經理人

• Ward Shannon
• 資歷 2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 30 years of investment industry experience and has been with Capital Group for six 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 2年(2021-06-01 至今)

• Kirstie Spence is a fixed income portfolio manager at Capital Group. She has 27 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.

• Daigle David
• 資歷 11年(2012-05-01 至今)

• David A. Daigle is a fixed income portfolio manager at Capital Group. He has 28 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.

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