Allianz Global Opportunistic Bond

美元(0%)
更新
績效 / 
1月3.48%
3月0.43%
1年4.96%
晨星評等
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基本資料

基金公司/總代理人
安聯證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
全球債券 - 靈活策略
基金家族
Allianz Global Investors GmbH
公開說明書基準指數
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晨星組別基準指數
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基金規模
368.98百萬截至 2022-12-09
年初至今報酬率
5.02%
殖利率
6.57
晨星評等
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成立日期
2021-02-16

投資策略

暫無投資策略資料

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

  • COPLEY LUKE
  • 資歷 0年(2022-07-25 至今)
  • Mistry Jayesh
  • 資歷 1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.
  • Mann Ranjiv
  • 資歷 2年(2020-07-02 至今)
  • Ranjiv Mann, Director of Research, Global Sovereign Strategy, joined AllianzGI U.S. in 2016 following the acquisition and integration of Rogge Global Partners, which he joined in 2000. Mr. Mann has over 28 years’ industry experience in economic research and sovereign strategy. Previously, Mr. Mann was a Senior Economist at Confederation of British Industry (CBI) and, prior to that, he was responsible for preparing economic forecasts for the Chancellor of the Exchequer’s Panel of Independent Forecasters and Associate lecturer in Economics at Surrey University. Mr. Mann holds an MA in Economics by University of Manchester, UK and is a member of the Society of Business Economists.

基金費用

最低認購金額
5,000美元
申購手續費
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保管費
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分銷費
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管理費
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最高管理費
1.14%
遞延費
-
最高遞延費
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聯絡資訊

基金投資顧問
安聯證券投資信託股份有限公司
聯絡電話
(02)8770 9888
基金顧問地址
台北市中山區中山北路二段42號8樓
基金顧問網址
www.allianzgi.com.tw