基本資料

投資策略

基金的投資目標為以美元計值的總報酬。基金主要（至少70%）投資於新興市場債務工具。基金通常重點投資於新興市場的美元計值債務工具，但也可投資於以其他貨幣發行的新興市場債務工具。此等新興市場國家包括位於拉丁美洲、亞洲、非洲、中東，以及以東歐為主之歐洲發展中國家。

基金經理人

• Arora Neeraj
• 資歷 5年(2019-09-01 至今)

• Neeraj Arora is an investment officer and fixed income research analyst for MFS Investment Management® (MFS®). He is a member of the portfolio management team for the firm's Strategic Income strategy, responsible for managing the emerging market debt securities within the strategy. He is a member of the firm's emerging market debt team and works closely with MFS' emerging markets debt portfolio management team to identify attractive investment opportunities.
  
  Neeraj joined MFS in 2011. He was previously a vice president and research analyst at J.P. Morgan. He added portfolio management responsibilities in 2018.
  
  He earned a bachelor's degree from Marquette University and holds a Master's of Business Administration from Georgetown University.

• Brown Ward
• 資歷 15年(2009-03-26 至今)

• Ward Brown, CFA, Ph.D., is an investment officer and fixed income portfolio manager at MFS Investment Management® (MFS®). He is a member of the Emerging Markets Debt team, and his duties include managing the firm's emerging market debt strategies in addition to conducting macroeconomic research and individual credit analysis.
  Ward joined MFS in 2005 as a fixed-income research analyst and was named portfolio manager in 2008. Prior to joining MFS, he served as an economist for the International Monetary Fund for eight years. Ward spent four years as a research and teaching assistant for the Financial Markets Group at the London School of Economics and Political Science and later served as a lecturer at the school in the Economics Department.
  Ward earned his bachelor's degree from McGill University and holds a master's and a doctoral degree in Economics from the London School of Economics and Political Science. He holds the Chartered Financial Analyst designation.

• Ryan Matthew
• 資歷 22年(2002-10-01 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.

基金費用

聯絡資訊