基本資料

投資策略

環球債券基金的投資目標是在保存資本及審慎投資管理原則下賺取最高總回報。 該基金將其最少三分之二的資產投資於一項以全球各種主要貨幣計價的固定收益工具組成的多元化投資 組合。該基金可同時持有非美元計價固定收益工具及非美元計價貨幣持倉。非美元貨幣持倉以總資產的 20%為限。該基金可將不多於 25%的資產投資於可轉換為股本證券的證券。該基金可將不多於 10%的總資產投資於股本證券。

基金經理人

• Balls Andrew
• 資歷 10年(2014-09-26 至今)

• Mr. Balls is PIMCO's CIO Global Fixed Income. Based in the London office, he oversees the firm’s European, Asia-Pacific, emerging markets and global specialist investment teams. He manages a range of global portfolios and is a member of the Investment Committee. Previously, he oversaw European portfolio management, and was a global portfolio manager in the Newport Beach office and the firm’s global strategist.

• Pagani Lorenzo
• 資歷 10年(2014-09-26 至今)

• Dr. Pagani is a managing director and portfolio manager in the London office. He leads the European rates desk and is a member of the global bond and real return portfolio management teams, and is responsible for European and UK liability-driven investing (LDI) portfolio management. Additionally, he is a member of the European portfolio committee, the counterparty risk committee, and the best execution committee. He also serves as lead of talent management for portfolio management outside of the U.S. Dr. Pagani is also a director of PIMCO Europe Ltd. Prior to joining PIMCO in 2004, he was with the nuclear engineering department at the Massachusetts Institute of Technology (MIT) and with Procter & Gamble in Italy. He has 21 years of investment experience and holds a Ph.D. in nuclear engineering from MIT. He graduated from the Financial Technology Option program of MIT/Sloan Business School and holds a joint master of science degree from the Politecnico di Milano in Italy and the Ecole Centrale de Paris in France.

• Gupta Sachin
• 資歷 10年(2014-09-26 至今)

• Mr. Gupta is a managing director in the Newport Beach office, global portfolio manager, and leader of the global desk. He is an advisory member of the Asia-Pacific portfolio committee and has previously served on the Investment Committee, the emerging markets portfolio committee, and European portfolio committee. Previously at PIMCO, he was in the London office managing European liability-driven investment (LDI) portfolios, and in the Singapore office on the global portfolio management team.

基金費用

聯絡資訊