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

• 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.

• Mann Ranjiv
• 資歷 3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

聯絡資訊