安聯投資級公司債基金-AMg穩定月收總收益類股(美元)

10.15美元0(0%)
2024/10/15更新
績效 / 
1月0.97%
3月3.4%
1年13.52%
晨星評等
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基本資料

基金公司/總代理人
德盛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
美元公司債券
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
Morningstar US Corp Bd TR USD
基金規模
537.29百萬截至 2024-10-11
年初至今報酬率
4.80%
殖利率
5.10
晨星評等
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成立日期
2023-05-12

投資策略

本基金至少80%資產投資於投資等級的債務證券,透過投資於美國債券市場的投資級公司債,以獲取長期資本增長及收益。

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

  • Katarya Anil
  • 資歷 1年(2023-04-25 至今)
  • Anil Katarya, CFA—Anil Katarya is global head of investment grade credit and senior portfolio manager at Voya Investment Management. Anil has been with Voya for 22 years and has 24 years of investment experience. Previously at Voya, Anil was the head of credit portfolio management and served as a portfolio manager and credit analyst on the investment grade team. Prior to joining Voya, Anil was a financial analyst for Mirant Inc. He earned an MBA from Georgia State University and a BS in mechanical engineering from Kurukshetra University, India. He is a CFA® Charterholder.
  • King Travis
  • 資歷 1年(2023-04-25 至今)
  • Travis King is head of U.S. investment grade corporates at Voya Investment Management. Travis has been with Voya for 17 years and has 24 years of investment experience. Prior to joining Voya, he was a senior fixed income analyst with Reams Asset Management. Travis earned an MBA from Memorial University, Canada and a BBA from James Madison University. He is a CFA® Charterholder.

基金費用

最低認購金額
0美元
申購手續費
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保管費
-
分銷費
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管理費
-
最高管理費
1.10%
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
德盛安聯證券投資信託股份有限公司
聯絡電話
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基金顧問地址
104臺北市中山區 復興北路378號6樓
基金顧問網址
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