景順永續性環球非投資等級債券基金C-穩定月配息股 美元

9.16美元0.05(0.54%)
2024/12/20更新
績效 / 
1月0.13%
3月0.07%
1年7.46%
晨星評等
-

基本資料

基金公司/總代理人
景順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
全球高收益債券
基金家族
Invesco Management S.A.
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl HY Bd GR USD
基金規模
146.92百萬截至 2024-12-19
年初至今報酬率
6.52%
殖利率
6.22
晨星評等
-
成立日期
2022-03-02

投資策略

該基金的目標是賺取高收益及達致長期資本增值,同時維持低於該基金基準(彭博環球高收益企業債券指數美元對沖(總回報))的碳強度。

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

  • Susser Philip
  • 資歷 3年(2021-07-30 至今)
  • Philip Susser, Portfolio Manager, who has been responsible for the Fund since 2021, and has been associated with Invesco and/or its affiliates since 2021. Phil joined the U.S. High Yield Fixed Income team as a senior research analyst in 2001. He has extensive research experience in the cable/satellite, gaming, hotels, restaurants, printing/publishing, telecom, REIT, lodging and distressed sectors. Phil’s investment experience began in 1995 spending three years as a securities lawyer at Cahill Gordon and Shearman & Sterling representing underwriters and issuers of high yield debt.
  • Shad Rahim
  • 資歷 4年(2021-05-31 至今)
  • Rahim Shad is a Portfolio Manager for the Invesco Fixed Income High Yield team.
    Mr. Shad joined Invesco in 2009 as a fixed income research generalist. He joined the high yield
    team as a research analyst in 2010. Mr. Shad began his career in 2000 as a technology
    analyst for AIM Investments (the US retail predecessor to Invesco).
    Mr. Shad earned a BBA degree and an MS in finance from the University of Houston.
  • Nordenfelt Niklas
  • 資歷 4年(2020-10-30 至今)
  • Mr. Nordenfelt joined Invesco in 2020. Prior to joining the firm, he was a managing director, senior portfolio manager, and co-head of US high yield at Wells Fargo Asset Management. Before that, Mr. Nordenfelt was a principal and investment strategist at Barclays Global Investors. Prior to that, he was a quantitative analyst at Fidelity Management Trust Co. and, before that, a portfolio manager at Mellon Capital Management. Mr. Nordenfelt earned a BA degree in economics from the University of California, Berkeley. He is a Chartered Financial Analyst (CFA) charterholder.

基金費用

最低認購金額
1,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
0.75%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
景順證券投資信託股份有限公司
聯絡電話
(02)8729-9999
基金顧問地址
台北市信義區松智路1號22樓
基金顧問網址
www.invesco.com.tw

基金篩選

登入瀏覽我的基金

立即登入
您明瞭且知悉本站之資訊均係由第三方來源所提供,本站不保證資訊之正確性、完整性與即時性。本站資訊僅供您參考,非供您作成交易決定之用,您應自行承擔所有投資風險。詳細資訊來源,請參考使用說明