基本資料

投資策略

主として、リスク分散の原則に従って投資され、世界各国の株式、短期債、債券、あらゆる種類の資産担保証券、転換社債、ワラント債等に投資する。投資方針は、リスクを低く抑えつつ、米ドル建てで魅力的な水準の収益を収めることを目指すことである。この目的のために、利息が付される資産を中心として、世界中で幅広く分散投資を行う。

基金經理人

• Hammar Daniel
• 資歷 2年(2021-07-31 至今)

• Richner Sebastian
• 資歷 6年(2017-03-20 至今)

• Sebastian is a Portfolio Manager in the Investment Solutions team, located in Zurich. His management duties extend to the UBS Strategy Funds, one of Europe's largest asset allocation family of funds. 
  Prior to UBS, Sebastian was working 8 years at Swiss Life Asset Managers in the Asset Allocation and Equity department. His last role was lead PM for Strategy Funds. Before he was working several years for different financial service companies in Zurich. 
  Sebastian earned the professional designation of Certified International Investment Analyst (CIIA), Certified International Wealth Manager (CIWM) and Swiss-Certified Financial Planner

• Kramer Roland
• 資歷 8年(2015-12-01 至今)

• Roland Kramer is a Portfolio Manager in the Investment Solutions team, based in Zurich. His management duties also extend to UBS Strategy Funds, one of Europe’s largest asset allocation family of funds, and to currency overlay mandates for very large pension funds. Roland joined UBS Global Asset Management in September 2013. Prior to this, he worked for UBS Investment Bank in Zurich as a fixed income trader, where he was responsible for the structured fixed income book. Before this, he started as trader assistant with the UBS Investment Bank on the fixed income trading desk in Zurich and Hong Kong. Roland earned the professional designation of Chartered Alternative Investment Analyst (CAIA®) in 2014.

基金費用

聯絡資訊