聯博-全球非投資等級債券基金A股美元

3.17美元0.01(0.32%)
2024/12/20更新
績效 / 
1月0.04%
3月0.41%
1年7.78%
晨星評等

基本資料

基金公司/總代理人
聯博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
AllianceBernstein (Luxembourg) S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
Morningstar Gbl HY Bd GR USD
基金規模
16,211.18百萬截至 2024-12-19
年初至今報酬率
6.46%
殖利率
7.13
晨星評等
成立日期
1997-09-22

投資策略

該基金的投資目標是主要通過投資於世界各地發行人的高收益債務證券(包括美國及新興市場國家發行人),獲取高額的當前收入及整體總回報。

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

  • Smith Will
  • 資歷 2年(2023-02-08 至今)
  • Will is the Senior Fund Manager for City Natural Resources High Yield Trust. He is also adviser to New City High Yield Trust, Geiger Counter Limited, New City Energy Limited and Golden Prospect Precious Metals. Prior to joining CQS in 2008, Will was responsible for running Landsbanki Securities Proprietary Trading in global equities. Previously, he was Head of FTSE 250 Market Making for Panmure Gordon. Prior to that, he had 11 years experience trading UK
    equities at UBS, and 10 years at Morgan Grenfell Securities.
  • DiClementi Christian
  • 資歷 3年(2021-10-05 至今)
  • Christian DiClementi is a Vice President and Portfolio Manager at AB, focusing on local-currency emerging-market debt portfolios. He is a member of the Emerging Market Debt and Global Fixed Income portfolio-management teams, and a member of the Emerging Market Debt Research Review team. Prior to joining the Emerging Market Debt portfolio-management team in early 2013, DiClementi served as a member of the Economic Research Group, focusing mainly on sovereign fundamental research for the Caribbean, Central American and Latin American regions. Previously, he worked as an analyst in the firm’s Quantitative Research Group, focusing primarily on global sovereign return and risk modeling. DiClementi joined AB in 2003 as an associate portfolio manager, responsible for New York–based municipal bond accounts. He holds a BS in mathematics (summa cum laude) from Fairfield University. Location: New York
  • Malik Fahd
  • 資歷 4年(2021-01-31 至今)
  • Fahd Malik is a Portfolio Manager on the fixed income team, focusing primarily on Income Strategies. Prior to taking on this role, he served as a portfolio manager for AB’s Absolute Return fund. Malik joined the firm in 2006 and has extensive experience in systematic, market neutral, risk-mitigating and derivative strategies. He holds a BS in electrical and computer engineering from The Cooper Union for the Advancement of Science and Art and an MS in mathematics in finance from the Courant Institute of Mathematical Sciences at New York University. Location: New York

基金費用

最低認購金額
2,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.70%
最高管理費
1.45%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
聯博證券投資信託股份有限公司
聯絡電話
(02)8758-3888
基金顧問地址
台北市信義路五段7號81 樓及81 樓之一
基金顧問網址
www.abfunds.com.tw

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