基本資料

投資策略

此主動管理之子基金根據 Bloomberg Barclays Euro Aggregate 500mio+ Corporate Index EUR and Bloomberg Barclays US Corporate Investment Grade Index USD 績效指標以達到投資組合建置、績效衡量以及風險管理之目的。類股名稱中有「避 險」，將使用貨幣避險版本（若有）之績效指標。雖然部分投資組合可能投資於與績效指標相同的投資工具並且採用與績效指標 相同的比重，基金經理人不被績效指標所選擇之投資工具所限制。尤其，基金經理人可基於有效地利用投資機會自行決定是否投 資於績效指標不包含之債券發行人或者建置與績效指標不同比重之產業比例。因此在市場波動時，此子基金之績效可能一定程度 的偏離績效指標。

基金經理人

• Nelson Anders
• 資歷 0年(2024-08-07 至今)

• Anders Nelson is a trader/associate portfolio manager in the US High Yield team in Chicago. His responsibilities include trading and assisting in managing the high yield credit portfolios. Prior to joining the High Yield team in October 2018, Anders was a graduate trainee in UBS Asset Management within Fixed Income based in Zurich. Before joining UBS Asset Management Anders undertook a number of internships with a focus on Fixed Income.

• Wang Moyu
• 資歷 1年(2023-10-16 至今)

• Vignolo David
• 資歷 11年(2014-02-21 至今)

• David Vignolo heads the US Corporate strategy team and is responsible for developing and implementing duration, yield curve, sector and issue selection decisions in US investment grade credit and long duration credit strategies. Prior to joining the firm in 2012, David was the Head of Corporate Strategy at Deutsche Asset Management/DB Advisors. In this role he managed the corporate trading team and was responsible for dedicated corporate bond mandates as well as corporate strategy within Enhanced Core, Core and Gov/Credit mandates. Prior to Deutsche Asset Management/DB Advisors, David was a Portfolio Manager and Senior Corporate Bond Trader at Invesco, where he was responsible for managing the corporate trading team. Previous experience includes fixed income portfolio management roles with Conning Asset Management and ANB Investment Advisors.

基金費用

聯絡資訊