基本資料

投資策略

投資於環球債券市場，以達致長期資本增值及收益。作為投資程序的一部份，投資經理採用機會主義策略，尤其提供一系列的宏觀和信

貸投資機會。

本附屬基金主要投資於環球債務證券（例如企業債券及政府債券）。

本附屬基金最多可將40%的資產投資於上文第一段所述的債務證券，該等債務證券在購入時並非投資級別且評級為BB+或以下（按標準普

爾、惠譽或其他評級機構的等同評級），但不包括CC、C或D（標準普爾）、C、RD或D（惠譽）或Ca或C（穆迪），或若未獲評級，則

由投資經理釐定為具有可比較質素的評級。

基金經理人

• Novembri Filippo
• 資歷 0年(2023-05-30 至今)

• COPLEY LUKE
• 資歷 1年(2022-07-25 至今)

• Mistry Jayesh
• 資歷 2年(2021-12-01 至今)

• Portfolio Manager in Allianz Global Investor’s Core Fixed Income – Global Markets Team. Mr. Mistry has over 8 years of investment industry experience. He joined the firm in 2016 following the acquisition and integration of Rogge Global Partners as a Portfolio Analyst and became an Associate Portfolio Manager in 2018. Mr. Mistry was promoted to Portfolio Manager in 2021. Previously, Mr. Mistry was a Graduate Financial Analyst for Corporate Investment Bank at JP Morgan Chase. He holds a BSc in Mathematics from the University of Bristol, United Kingdom. Mr. Mistry is a CFA charterholder, a member of the CFA Society and Chartered Financial Data Scientist (CFDS). Since 2020, he has been a member of U.K. Investment Association’s Next Generation Investment Committee.

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