鋒裕匯理基金策略收益債券I2歐元

136.61歐元0.01(0.01%)
2021/10/22更新
績效 / 
1月0.21%
3月1.72%
1年9.13%
晨星評等

基本資料

基金公司/總代理人
鋒裕匯理證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
歐元
基金組別
美元債券 - 靈活策略
基金家族
Amundi Luxembourg S.A.
公開說明書基準指數
-
晨星組別基準指數
BBgBarc US Agg Bond TR USD
基金規模
2,694.86百萬截至 2021-10-21
年初至今報酬率
7.28%
殖利率
0.00
晨星評等
成立日期
2003-04-04

投資策略

這項工作的目的,子基金,是要提供一個高層次當前的收入. 分基金,將投資至少80%的淨資產在債務證券 . 小組基金的靈活投資於一個廣泛發行的債券市場 . 小組基金的投資分配給以下兩個環節的債務市場 :非投資等級 (高產 )證券 , 投資級證券 .

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

  • Scott Jonathan
  • 資歷 3年(2018-06-08 至今)
  • Jonathan Scott is a Vice President, Portfolio Manager and a member of the Amundi Pioneer Multi-Sector Fixed Income team in Boston. He joined the Fixed Income team in 2012 as an Investment Associate, and was promoted to Associate Portfolio Manager in 2016. In 2018, Jonathan assumed portfolio management responsibilities for a US TIPS portfolio. His responsibilities for the Multi-Sector strategies include managing agency MBS and Investment Grade Corporate exposures, as well as duration and yield curve hedging. As an Investment Associate, Jonathan supported portfolio construction and traded Investment Grade Corporate bonds. Jonathan joined Amundi Pioneer in 2008, working first in the firm’s Fund Accounting department, and in 2011, as a Fixed Income Risk Analyst for Investment Risk Management Team, where he worked closely with the Fixed Income team.
    Jonathan holds a B.A. in Economics and East Asian Studies with a concentration in Chinese from Colby College. He is a CFA® charterholder.
  • Taubes. Kenneth
  • 資歷 19年(2003-04-04 至今)
  • 鋒裕投資美國投資團隊總監,擁有33 年的資產管理經驗,加入鋒裕投資17 年.
  • Feltus Andrew
  • 資歷 19年(2003-04-04 至今)
  • ANDREW D. FELTUS, CFA
    MANAGING DIRECTOR
    CO-DIRECTOR OF HIGH YIELD, PORTFOLIO MANAGER
    Joined Amundi Pioneer: 1994 
    Investment Experience Since: 1991 
    Andrew Feltus is a Managing Director, Portfolio Manager, and Co-Director of the Amundi Pioneer High Yield team based in Boston. In addition to his role as a Portfolio Manager on U.S. high yield, global high yield, and multisector portfolios, Andrew co-leads a team of portfolio managers who specialize in identifying and capitalizing on high yield and bank loan opportunities globally. The team also provides insight and recommendations for a number of multisector fixed income strategies managed by the U.S. fixed income team. 
    Andrew has been actively managing fixed income portfolios since 1994. He has extensive experience managing a wide range of debt securities globally, including emerging markets and foreign exchange. His experience includes analyzing and managing derivatives since 1992. Andrew joined Amundi Pioneer as a Fixed Income Analyst and became a Portfolio Manager in 2001. Prior to joining Amundi Pioneer, he worked on the bond desk at Massachusetts Financial Services. He holds a B.A. in quantitative economics and philosophy from Tufts University. He is a CFA® charterholder.

基金費用

最低認購金額
5,000,000歐元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
0.65%
最高管理費
0.65%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
鋒裕匯理證券投資信託股份有限公司
聯絡電話
(02)8101-0696
基金顧問地址
台北市信義區信義路5段7號32樓之一
基金顧問網址
investments.miraeasset.com.tw