施羅德環球基金系列-BlueOrchard新興市場氣候債券(美元)A-累積

95.40美元0.08(0.08%)
2024/04/19更新
績效 / 
1月0.41%
3月0.51%
1年5.62%
晨星評等
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基本資料

基金公司/總代理人
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註冊地
盧森堡
計價幣別
美元
基金組別
全球新興市場公司債券
基金家族
Schroder Investment Management (Europe) S.A.
公開說明書基準指數
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晨星組別基準指數
JPM CEMBI Broad Diversified TR USD
基金規模
123.19百萬截至 2024-04-18
年初至今報酬率
0.18%
殖利率
0.00
晨星評等
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成立日期
2021-06-17

投資策略

本基金之目標為通過投資於全球固定及浮動利率證券,在三至五年期間內提供超過ICE 美銀3個月美國國 庫券指數(ICE BofA 3 Month US Treasury Bill Index) + 2.5%的資本增值(扣除費用前*)。本基金將投資於 全球(包含新興市場國家)政府及公司發行,有助於推動採取行動對抗氣候變遷之聯合國永續發展目標,且 投資經理人認為係永續投資之證券。

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

  • Gavtadze Ana
  • 資歷 1年(2023-03-01 至今)
  • Prior to joining Listed Debt team, Ana worked at Private Debt investment and Finance teams at BlueOrchard. Her background includes hands-on experience in financial planning, analysis and strong accounting and reporting practices. She holds a Master’s degree in Financial Management from Vlerick Business School in Belgium.
  • Verchere Evariste
  • 資歷 3年(2021-06-17 至今)
  • Leads the listed-debt portfolio management activities at BlueOrchard since 2017. Evariste worked for over 12 years at Blackrock/Barclays Global Investors in London as a fixed income portfolio manager. He co-managed Emerging Market Fixed Income Bond funds and alpha overlay strategies and also brings significant experience in fixed income asset allocation, European corporate credit and foreign exchange strategies.He worked at Barclays Global Investors from 2004 (merged with Blackrock in 2009) to end of 2016 (trader assistant from 2004-2006, and subsequently PM until 2016). He was not the only responsible individual for the funds but was managing investment strategies implemented on multiples funds. Rather than having a dedicated PM per fund, Blackrock operated in a multiple PM/multi funds environment with PMs being responsible for asset classes/strategies. The main fund he was working on was a hedge fund called Fixed income Global Alpha. He was also co-managing EM hard currency debt mandates, which were not public, from 2009 to 2014.
  • Leutenegger Louis
  • 資歷 3年(2021-06-17 至今)
  • Before joining BlueOrchard, Louis worked at Credit Suisse where he was a Credit Research Analyst for 4 years covering emerging markets.
    He holds a Master’s degree in economics from the University of Zurich and is a CFA Charterholder.

基金費用

最低認購金額
1,000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
1.45%
遞延費
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最高遞延費
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聯絡資訊

基金投資顧問
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聯絡電話
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基金顧問地址
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基金顧問網址
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