MFS全盛基金系列-MFS全盛全球高收益基金 C2(美元)

6.03美元0(0%)
2021/10/19更新
績效 / 
1月1.58%
3月0.51%
1年5.08%
晨星評等

基本資料

基金公司/總代理人
柏瑞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
全球高收益債券
基金家族
MFS Investment Management Company (Lux) S.à.r.l
公開說明書基準指數
-
晨星組別基準指數
ICE BofAML Gbl HY Constnd TR USD
基金規模
346.49百萬截至 2021-09-30
年初至今報酬率
1.39%
殖利率
2.76
晨星評等
成立日期
2002-10-01

投資策略

基金的主要投資目標為以美元計值的高當前收入,次要投資目標為資本增值。基金主要投資低於投資級美國債務證券投資組合。基金通過自下而上的信用揀選,集中物色最具吸引力的風險回報機會,尋求增值。

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

  • Skatrud Michael
  • 資歷 4年(2018-03-01 至今)
  • Michael Skatrud, CFA, is an investment officer and fixed income research analyst at MFS Investment Management (MFS). He is responsible for identifying the most attractive investment opportunities in his assigned coverage universe and he works closely with portfolio managers to ensure ideas are properly positioned within portfolios.
    
    Michael joined MFS in 2013 from Columbia Management, where he had worked as a high yield analyst for four years. Previously, he was a senior credit analyst at Oppenheimer Funds, Inc., for two years and spent seven years as a corporate bond analyst at Putnam Investments. He began his career in the financial services industry in 1996.
    
    Michael earned a Bachelor of Science from the University of Wisconsin and holds a Master of Business Administration from the University of Pennsylvania's Wharton School of Business. He is a CFA charter holder and a member of the CFA Society Boston.
  • Ryan Matthew
  • 資歷 7年(2014-09-29 至今)
  • Matthew W. Ryan, CFA, is an investment officer and a portfolio manager of Massachusetts Financial Services Company. Before joining the firm in 1997, Matt worked for four years as an economist at the International Monetary Fund and for five years as an international economist with the U.S. Department of the Treasury. He was named a portfolio manager at MFS in 1998.
    He is a graduate of Williams College and earned a master's degree in international economics and foreign policy from Johns Hopkins University. Matt also holds the Chartered Financial Analyst (CFA) designation.
  • Cole David
  • 資歷 15年(2006-10-09 至今)
  • David P. Cole, CFA, is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager at the firm.
    David employed in the investment area of MFS since 2004 after working for five years as a High Yield Analyst for Franklin Templeton Investments. Prior to this, he served as a financial economist/treasury market analyst for Thomson Financial Services and two years as an economist for Standard and Poor's. 
    David has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation.

基金費用

最低認購金額
5,000美元
申購手續費
-
保管費
-
分銷費
1.00%
管理費
0.75%
最高管理費
0.75%
遞延費
-
最高遞延費
1.00%

聯絡資訊

基金投資顧問
柏瑞證券投資信託股份有限公司
聯絡電話
(02)2516-7883
基金顧問地址
台北市民權東路二段144號10樓
基金顧問網址
www.pinebridge.com.tw