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安聯投資級公司債基金-BT累積類股(美元)
10.48美元0.01(0.1%)
2024/12/20更新
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
484.05百萬截至 2024-12-20
年初至今報酬率
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殖利率
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晨星評等
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成立日期
2024-04-15
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
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基金經理人
- Katarya Anil
- 資歷 2年(2023-04-25 至今)
Anil Katarya is co-head of investment grade credit and senior portfolio manager at Voya Investment Management. Previously, Anil was the head of credit portfolio management and also served as a portfolio manager and credit analyst on the investment grade team since joining Voya in 2000. Prior to joining the firm, Anil was a financial analyst for Mirant Inc. He received a BS in mechanical engineering from Kurukshetra University, India, and an MBA from Georgia State University. Anil holds the Chartered Financial Analyst® designation.
- King Travis
- 資歷 2年(2023-04-25 至今)
Travis King is co-head of investment grade credit at Voya Investment Management. Prior to joining the firm, he was a senior fixed income analyst with Reams Asset Management. Travis received a BBA from James Madison University and an MBA from Memorial University. He holds the Chartered Financial Analyst® designation.
基金費用
最低認購金額
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申購手續費
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保管費
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分銷費
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管理費
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最高管理費
2.10%
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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