基本資料

投資策略

投資於廣泛資產類別（尤其是環球股票和環球債券市場），以達致長期收益及資本增值。‧ 本附屬基金最多將70%的資產，根據投資目標 投資於股票 ‧ 本附屬基金最多可將30%的資產投資於高收益 投資類別1（符合可換股債務證券資格的債務 證券將不計入此30%限制，不論其評級為 何），於此限制中，本附屬基金可將資產投資 於評級僅為CC或以下（標準普爾或其他評級 機構的等同評級）（包括最多10%本附屬基金 資產投資於違約證券）的債務證券本附屬基金可將資產投資於新興市場 ‧ 本附屬基金最多可將20%的資產投資於符合可 換股債務證券資格的債務證券，不論其評級為 何 ‧ 本附屬基金合計最多可將50%的資產投資於評 級低於投資級別的債務證券 ‧ 本附屬基金最多可將25%的資產持作存款及╱ 或直接投資於貨幣市場票據及╱或（最多10% 的附屬基金資產）投資於貨幣市場基金 ‧ 本附屬基金最多可將20%的資產投資於中國A 股市場及╱或中國B股市場及╱或中國債券市場 ‧ 非美元貨幣投資最多為20% ‧ 香港限制適用 ‧ 台灣限制適用 ‧ 多元資產附屬基金的GITA限制適用（最少 25%） ‧ 指標：無

基金經理人

• Turner Ethan
• 資歷 3年(2023-03-15 至今)

• Ethan Turner is a portfolio manager, income and growth at Voya Investment Management. He joined the firm following Voya’s integration of certain assets and teams comprising the substantial majority of Allianz Global Investors U.S. (“AllianzGI”) business, where he was an analyst and vice president with research responsibilities for the income and growth strategies team. Prior to that at AllianzGI, he was a trading assistant. Prior to that, Ethan was a lead analyst covering the financial sector at Relational Investors and a financial analyst at Sunstone Hotel Investors. Ethan earned a BS from San Diego State University and an MBA from the Anderson School of Management at the University of California, Los Angeles. He is a CFA® Charterholder

• Oberto David
• 資歷 4年(2022-03-01 至今)

• Mr. Oberto, Portfolio Manager, joined Voya IM as part of Voya's acquisition of Allianz Global Investors U.S., where he was a portfolio manager and director with portfolio management, research, and trading responsibilities for the income and growth strategies team. At Allianz Global Investors U.S., he served as portfolio manager for the U.S. High Yield Bond strategy and was also responsible for managing multiple closed-end and open-end mutual funds. Prior to that, Mr. Oberto was a portfolio administrator, a credit default swaps account manager and a trade-closer at Bain Capital.

• Yee Michael
• 資歷 4年(2022-03-01 至今)

• Michael Yee is a lead portfolio manager, income and growth at Voya Investment Management. He joined the firm following Voya’s integration of certain assets and teams comprising the substantial majority of Allianz Global Investors U.S. (“AllianzGI”) business, where he was a portfolio manager and managing director with portfolio management, research and trading responsibilities for the income and growth strategies team. He served as a lead portfolio manager for the income and growth strategy since inception and was responsible for managing multiple closed-end and open-end mutual funds. Prior to that at AllianzGI, Michael was an analyst for the global and systematic team with responsibilities focused on U.S. large cap equity strategies and worked in global portfolio administration and client service. Previously, he was a financial consultant for Priority One Financial/Liberty Foundation. Michael earned a BS from the University of California, San Diego and an MBA from San Diego State University.

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