景順環球高評級企業債券基金 E-穩定月配息(澳幣對沖)股 澳幣

7.52澳幣0(0.01%)
2024/03/18更新
績效 / 
1月0.61%
3月0.26%
1年5.66%
晨星評等
-

基本資料

基金公司/總代理人
景順證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
澳幣
基金組別
其他債券
基金家族
Invesco Management S.A.
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl Corp Bd GR Hdg USD
基金規模
1,723.99百萬截至 2024-03-15
年初至今報酬率
0.71%
殖利率
5.07
晨星評等
-
成立日期
2020-03-04

投資策略

本基金旨在達致與股票相比具競爭力的中長線整體投資回報,同時具備相對的資本穩定程度。本基金會將最少三分二的資產淨值投資於投資級別企業債券。本基金的投資並不會針對任何特定企業、界別或行業。

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

  • Booth Michael
  • 資歷 0年(2024-01-31 至今)
  • Greenwood Luke
  • 資歷 11年(2013-08-31 至今)
  • Man Lyndon
  • 資歷 11年(2013-08-31 至今)
  • Lyndon joined Invesco in 2011 and is the principal portfolio manager for Invesco Fixed Income’s global Investment Grade credit funds. He manages portfolios with a range of investment strategies, including active alpha and enhanced beta. Prior to Invesco, Lyndon was with the Government of Singapore Investment Corporation (GIC) where he managed multi-asset as well as fixed income portfolios, specializing on relative value in derivatives – linear and option-related, as well as traditional asset allocation strategies. He began his time at the GIC as a quantitative analyst in 2005, where he led the quantitative platform in the development of pricing models and various quant strategies. Lyndon started off his career at Barclays Capital as a market risk manager in fixed income and emerging markets. Lyndon achieved a Masters in Chemistry and a BA (Hons) in Physical Science at the University of Oxford in 2001 and 2000 respectively. He is a CFA charterholder.

基金費用

最低認購金額
650澳幣
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.00%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
景順證券投資信託股份有限公司
聯絡電話
(02)8729-9999
基金顧問地址
台北市信義區松智路1號22樓
基金顧問網址
www.invesco.com.tw