基本資料

投資策略

在盡可能保存資本的前提下尋求收益, 以獲取長期的資本增長。本基金主要投資於美國,其中40% - 60% 的資產投資於股票，另外40% - 60% 的資產投資於固定收益證券。

基金經理人

• Chung David
• 資歷 3年(2020-06-30 至今)

• Wilensky Greg
• 資歷 3年(2020-02-01 至今)

• Greg Wilensky is Head of US Fixed Income and Portfolio Manager at Janus Henderson Investors, a position he has held since 2020. He is responsible for co-managing the Core Plus and Short Duration strategies as well as the fixed income portion of the Balanced strategy, all since 2020. Additionally, he co-manages the Sustainable & Impact Core Bond ETF. Prior to joining the firm, Greg served as senior vice president, director of the US multi-sector fixed income team and held several director and portfolio manager positions that spanned short duration, inflation-protected fixed income, securitised assets, and multi-asset strategies at AllianceBernstein from 1996 to 2019. Prior to that, he was a treasury manager – corporate finance at AT&T Corp. from 1993 to 1996.
  Greg received his bachelor of science degree in business administration from Washington University, graduating magna cum laude. He also earned an MBA with high honours from the University of Chicago. Greg holds the Chartered Financial Analyst designation and has 30 years of financial industry experience.

• Keough Michael
• 資歷 3年(2019-12-03 至今)

• Michael Keough is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the Core Plus, Global Investment Grade, Short Duration, and Intermediate Fixed Income strategies. Additionally, he co-manages the U.S. Corporate Credit, Long Duration strategies and the Sustainable Corporate Bond ETF. Michael has also co-managed the fixed income portion of the Balanced strategy since 2019. He joined Janus as a research analyst in 2007. Prior to his investment management career, he served as a captain in the United States Air Force working as a defense acquisition officer.
  Michael received his bachelor of science degree in business management from the United States Air Force Academy, where he was recognised as a Distinguished Graduate in the management department. He has 17 years of financial industry experience.

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