路博邁投資基金 - NB策略收益基金A月配息類股(南非幣)

101.59南非幣0.19(0.19%)
2025/01/24更新
績效 / 
1月0.72%
3月1.18%
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
南非幣
基金組別
美元債券 - 靈活策略
基金家族
Neuberger Berman Asset Management Ireland Limited
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
87,205.21百萬截至 2025-01-24
年初至今報酬率
0.45%
殖利率
-
晨星評等
-
成立日期
2024-04-11

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

  • Dishner Robert
  • 資歷 0年(2024-12-31 至今)
  • Robert Dishner, Managing Director, joined the firm in 2019. Robert is a Co-Manager on Global Bond Portfolios as well as a Senior Portfolio Manager on the Multi Sector Fixed Income team. Prior to joining the firm, Robert was a Portfolio Manager at Balyasny Asset Management, focused on cross-asset macro investing including Emerging and Developed Market Rates, Credit, Equity and FX. From 2003 to 2010, Robert worked at Stark Investments where he was a Principal of the firm, and held various roles including Co-Head Distressed Trading, Head Equity Long/Short for Europe and the Americas and Co-Head Emerging Markets. Previously, Robert worked at UBS Warburg as a HY Healthcare Analyst as well as in their distressed advisory business, Chilmark Partners (Zell/Chilmark Fund), a distressed buyout and advisory firm and started his career at GE Capital in 1991 in their Corporate Finance Group. Robert holds a BSB from the University of Minnesota Carlson School of Management.
  • Sobanski Thomas
  • 資歷 0年(2024-12-31 至今)
  • Tom Sobanski, CFA, is a Senior Vice President of the Manager. Mr. Sobanski joined the firm in 2015 and is a member of the portfolio management team for the firm’s multi-sector fixed income strategies. Mr. Sobanski has been a Portfolio Manager of the Fund since December 2024.
  • Jonsson Jon
  • 資歷 6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.

基金費用

最低認購金額
10,000南非幣
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
-

基金篩選

登入瀏覽我的基金

立即登入
您明瞭且知悉本站之資訊均係由第三方來源所提供,本站不保證資訊之正確性、完整性與即時性。本站資訊僅供您參考,非供您作成交易決定之用,您應自行承擔所有投資風險。詳細資訊來源,請參考使用說明