基本資料

投資策略

本基金的投資目標係透過結合定期收益及資本增值的方式獲得高額的投資總收益。

基金經理人

• Eagan Matthew
• 資歷 11年(2012-12-01 至今)

• Matthew J. Eagan is a member of the Board of Directors of Loomis Sayles. Mr. Eagan started his investment career in 1989 and joined Loomis Sayles in 1997. Previously, he worked for Liberty Mutual Insurance Company as a senior fixed-income analyst and for BancBoston Financial Company as a senior credit analyst. Mr. Eagan received his BA from Northeastern University and his MBA from Boston University. He is a CFA® charterholder.

• Stokes Elaine
• 資歷 11年(2012-12-01 至今)

• Elaine M. Stokes joined Loomis Sayles in 1988 and is a Director, Portfolio Manager and Co‑Head of the full discretion team. She has 33 years of investment industry experience. She is also a Co‑Portfolio Manager of the Loomis Sayles Strategic Alpha Fund and other fixed income funds managed by Loomis Sayles. Prior to becoming a Portfolio Manager in 2000, she had experience working in high yield, global and emerging markets. She has served as a senior fixed income trader and portfolio specialist. She earned a BS from St. Michael’s College.

• Fuss Daniel
• 資歷 26年(1997-06-30 至今)

• Dan Fuss，CFA（特許財務分析師）、CIC（註冊投資顧問）：1958 年開始投資生涯，於 1976 年加入 Loomis Sayles，自基金成立起便負責操盤，擁有馬凱特大學（Marquette University）企管碩士學位。

基金費用

聯絡資訊