路博邁投資基金 - NB策略收益基金E月配息類股(澳幣)

9.96澳幣0.02(0.2%)
2024/05/17更新
績效 / 
1月2.38%
3月
1年
晨星評等
-

基本資料

基金公司/總代理人
-
註冊地
愛爾蘭
計價幣別
澳幣
基金組別
美元債券 - 靈活策略
基金家族
NB Asset Management Ireland Ltd
公開說明書基準指數
-
晨星組別基準指數
Morningstar US Core Bd TR USD
基金規模
4,387.99百萬截至 2024-05-17
年初至今報酬率
-
殖利率
-
晨星評等
-
成立日期
2024-04-02

投資策略

透過憑藉機會在不同的市場環境下投資於定息和浮息債務證券的多元化組合以從高流動收入和長期資本中取得最大的總回報,並注重下行保護。 此投資組合將主要投資於由美國企業或由美國政府和其機構發行的債務證券。該等證券將在認可市場上市、買賣或交易,以及可由認可評級機構評為投資級別或低於投資級別或未獲評級。

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

  • Jonsson Jon
  • 資歷 5年(2019-03-31 至今)
  • Jon Jonsson is a Managing Director of Neuberger Berman Europe Limited . He joined the firm in 2013. Mr. Jonsson is a Senior Portfolio Manager for the Global Fixed Income strategies and is a member of the Investment Grade Fixed Income Senior Portfolio Management Strategy Team. Prior to joining the firm, Jon was employed by another investment firm for 15 years where he worked in similar capacities.
  • Tank Bradley
  • 資歷 6年(2017-12-29 至今)
  • Brad Tank, Managing Director, joined the firm in 2002. Brad is Co-Chief Investment Officer and the Global Head of Fixed Income. He is a member of Neuberger Berman’s Partnership, Investment Risk, Asset Allocation Committees and Fixed Income’s Investment Strategy Committee. From inception in 2008 through 2014, Brad was also Chief Investment Officer of Neuberger Berman’s Multi-Asset Class Investment business. From 1990 to 2002, Brad was director of fixed income for Strong Capital Management in Wisconsin. He was also a member of the Office of the CEO and headed institutional and intermediary distribution. In 1997, Brad was named “Runner Up” for Morningstar Mutual Fund Manager of the Year. From 1982 to 1990, he was a vice president at Salomon Brothers in the government, mortgage and financial institutions areas. Brad earned a BBA and an MBA from the University of Wisconsin.
  • Bhatia Ashok
  • 資歷 6年(2017-12-29 至今)
  • Ashok Bhatia, CFA, Managing Director, joined the firm in 2017. Ashok is Co-Chief Investment Officer for Fixed Income, co-Head of Multi-Sector Fixed Income, and a member of Neuberger Berman's Partnership and Asset Allocation Committees and Fixed Income's Investment Strategy Committee. Previously, Ashok has held senior investment and leadership positions in several asset management firms and hedge funds, including Wells Fargo Asset Management, Balyasny Asset Management and Stark Investments. Ashok has had investment responsibilities across global fixed income and currency markets. Ashok began his career in 1993 as an investment analyst at Morgan Stanley. Ashok received a BA with high honors in Economics from the University of Michigan, Ann Arbor, and an MBA with high honors from the University of Chicago. He has been awarded the Chartered Financial Analyst designation

基金費用

最低認購金額
1,000澳幣
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.00%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
-
聯絡電話
-
基金顧問地址
-
基金顧問網址
-