摩根士丹利新興市場債券基金 I (美元)

116.37美元0.1(0.09%)
2024/12/20更新
績效 / 
1月0.53%
3月0.44%
1年12.23%
晨星評等
-

基本資料

基金公司/總代理人
國泰證券投資顧問股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
全球新興市場債券
基金家族
MSIM Fund Management (Ireland) Limited
公開說明書基準指數
-
晨星組別基準指數
Morningstar EM Sov Bd GR USD
基金規模
216.40百萬截至 2024-12-19
年初至今報酬率
11.48%
殖利率
0.00
晨星評等
-
成立日期
1995-04-01

投資策略

透過投資於新興市場(見下文定義)國家之政府及與政府有關發行人所發行之固定收益證券(例如債券),連同投資位於新興市場(見下文定義)國家內之企業發行人、根據新興市場國家之法律組織成立之企業發行人或在新興市場國家設有主要辦事處的企業發行人之固定收益證券,尋求以美元計算之最高總回報。

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

  • Tandon Sahil
  • 資歷 9年(2015-10-30 至今)
  • Sahil, Managing Director of MSIM Limited, is a member of the Fixed Income team. He joined Morgan Stanley in 2004 and has 12 years of investment experience.
    Mr. Tandon has been associated with the Sub-Adviser in an investment management capacity since August 2019. Prior to August 2019, Mr. Tandon was associated with the Adviser in an investment capacity from 2004.
    Sahil received a B.A. from Brandeis University in Economics and holds the Chartered Financial Analyst designation.
  • Lee Kyle
  • 資歷 30年(1995-04-01 至今)
  • Kyle Lee is Vice President of Eaton Vance and BMR. Kyle Lee is a portfolio manager on the Emerging Markets team. He is responsible for buy and sell decisions, portfolio construction, and risk management for the team’s emerging markets strategies. He is also responsible for the analysis of macroeconomics, politics, and financial markets of Asia, Western Europe and the Dollar Bloc and the management of regional investments in various emerging markets debt portfolios. He began his career in the investment industry with Eaton Vance in 2007. Morgan Stanley acquired Eaton Vance in March 2021. Kyle earned a B.A. from Wesleyan University. He holds the Chartered Financial Analyst designation.
  • Causer Akbar
  • 資歷 30年(1995-04-01 至今)
  • Akbar Causer is a portfolio manager on the Emerging Markets team. He is responsible for buy and sell decisions, portfolio construction, and risk management for the team’s emerging markets strategies. He joined Eaton Vance in 2017. Morgan Stanley acquired Eaton Vance in March 2021. Akbar began his career in the investment industry in 2005. Before joining Eaton Vance, he was a Senior Analyst at DDJ Capital Management. Previously, he was affiliated with Littlejohn & Co. and Rothschild, Inc. Akbar earned a B.A. from the University of Pennsylvania and an M.B.A. from Harvard Business School.

基金費用

最低認購金額
0美元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
-
最高管理費
0.65%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
國泰證券投資顧問股份有限公司
聯絡電話
(02)7710-9696
基金顧問地址
台北市信義區信義路5段108號6樓
基金顧問網址
www.cathayconsult.com.tw/

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