基本資料

投資策略

投資於美國及╱或加拿大企業債務證券及股票，以達致長期資本增值及收益。

基金經理人

• Turner Ethan
• 資歷 2年(2023-03-15 至今)

• Ethan Turner is a portfolio manager, income and growth at Voya Investment Management. He joined the firm following Voya’s integration of certain assets and teams comprising the substantial majority of Allianz Global Investors U.S. (“AllianzGI”) business, where he was an analyst and vice president with research responsibilities for the income and growth strategies team. Prior to that at AllianzGI, he was a trading assistant. Prior to that, Ethan was a lead analyst covering the financial sector at Relational Investors and a financial analyst at Sunstone Hotel Investors. Ethan earned a BS from San Diego State University and an MBA from the Anderson School of Management at the University of California, Los Angeles. He is a CFA® Charterholder

• Oberto David
• 資歷 3年(2022-03-01 至今)

• David Oberto is a lead portfolio manager, income and growth at Voya Investment Management. He joined the firm following Voya’s integration of certain assets and teams comprising the substantial majority of Allianz Global Investors U.S. (“AllianzGI”) business, where he was a portfolio manager and director with portfolio management, research and trading responsibilities for the income and growth strategies team. David served as portfolio manager for the U.S. High Yield Bond strategy and was also responsible for managing multiple closed-end and open-end mutual funds. Prior to that, he was a portfolio administrator, a credit default swaps (CDS) account manager and a trade-closer at Bain Capital. David earned a BSBA with a concentration in finance and a minor in economics from Fordham University and an MS in finance from the D’Amore-McKim School of Business at Northeastern University.

• Kass Justin
• 資歷 3年(2022-03-01 至今)

• Justin Kass is chief investment officer, co-head of income and growth at Voya Investment Management. He joined the firm following Voya’s integration of certain assets and teams comprising the substantial majority of Allianz Global Investors U.S. (“AllianzGI”) business, where he was a portfolio manager, managing director, CIO and co-head of the U.S. income and growth strategies team with portfolio management, research and trading responsibilities for the income and strategies team. Prior to that at AllianzGI, Justin held portfolio manager responsibilities for the U.S. convertible strategy and was a lead portfolio manager for the income and growth strategy since its inception and was also responsible for managing multiple closed-end and open-end mutual funds. Justin earned a BS from the University of California, Davis and an MBA from the UCLA Anderson School of Management. He is a CFA® Charterholder.

基金費用

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