基本資料

投資策略

本基金的目標是盡量擴大收益及資本增長方面的回報，主要(即以至少90%的基金資產)投資於一個國際性的由主權國家、政府、政府機構、公司、銀行發行的債券及有資產抵押債務及債務相關證券的組合。

基金經理人

• Shepherd Carl
• 資歷 1年(2021-12-03 至今)

• Carl is a portfolio manager in the fixed income team. He focuses predominantly on emerging market government bonds, and manages the emerging market bond portion of the Global Dynamic Bond and Global Bond portfolios. He also manages some gilt portfolios and has previous experience of managing short-dated government bond and money-market funds. In addition to his work as a portfolio manager, Carl is a member of the cash focus, weekly credit, bond/FX and emerging markets strategy groups.
  
  Prior to joining Newton in 2002, Carl worked as a performance specialist in the defined contributions pensions team at Legal & General. Carl has a BA (Hons), an MBA and the IMC certificate. Outside of work, Carl enjoys walking.

• Holder Trevor
• 資歷 1年(2021-12-03 至今)

• Trevor is a portfolio manager in the fixed income team where he manages the emerging market government bond and currency portions of the global dynamic and global bond portfolios. He is also co-manager of the sustainable global dynamic and global bond strategies. Trevor joined Newton in 2006, and is a member of the bond/FX strategy and thematic investment groups.

• Day Jonathan
• 資歷 1年(2021-12-03 至今)

• Jon is a global bond portfolio manager and representative for the fixed income team in relation to Newton’s multi-asset strategies. He has also developed several econometric models for credit markets and other data. Jon is a co-manager on a number of Newton mandates, including the Newton Global Dynamic Bond strategy.
  
  Jon joined the fixed income team at Newton in 2002, prior to which he qualified as a chartered accountant at KPMG, where he was a member of the audit department and specialised in the financial services industry. He became a CFA charterholder in 2005.

基金費用

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