駿利亨德森資產管理基金 - 駿利亨德森靈活入息基金 A3 月配 美元

8.93美元0.05(0.56%)
2023/06/02更新
績效 / 
1月0.13%
3月2.07%
1年3.45%
晨星評等

基本資料

基金公司/總代理人
駿利亨德森證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
美元多元化債券
基金家族
Janus Henderson Investors
公開說明書基準指數
-
晨星組別基準指數
Bloomberg US Agg Bond TR USD
基金規模
513.78百萬截至 2023-06-02
年初至今報酬率
1.91%
殖利率
3.30
晨星評等
成立日期
1998-12-24

投資策略

透過投資於多種有息證券,尋求吸引的收益及長期資本增值。本基金主要投資於美國。

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

  • 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 7年(2015-12-31 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.

基金費用

最低認購金額
2,500美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.25%
最高管理費
1.00%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
駿利亨德森證券投資顧問股份有限公司
聯絡電話
(886) 02 8101-1001
基金顧問地址
台北市信義路五段7 號台北101大樓45樓A-1室
基金顧問網址
zh-tw.janushenderson.com/taiwan/intermediary