摩根士丹利環球可轉換債券基金 I (美元)

62.49美元0.19(0.3%)
2023/02/07更新
績效 / 
1月5.45%
3月8.74%
1年3.86%
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
可轉換債券 - 全球美元對沖
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
-
基金規模
542.51百萬截至 2023-02-06
年初至今報酬率
5.98%
殖利率
0.00
晨星評等
-
成立日期
2002-07-17

投資策略

暫無投資策略資料

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

  • Roth Christian
  • 資歷 13年(2010-03-31 至今)
  • Chris is Global Head of Credit. He joined Morgan Stanley in 1991 and has 26 years of investment experience. Prior to joining the firm, he was a senior associate in the merchant banking group of Dean Witter Capital Corporation. Chris received a B.S. in economics from the Wharton School of the University of Pennsylvania. He holds the Chartered Financial Analyst designation and is a member of the UK Society of Investment Professionals.
  • Wills Tom
  • 資歷 13年(2010-03-31 至今)
  • Tom is a portfolio manager of the Global Convertible Bond strategy. He joined Morgan Stanley in 2010 and has 16 years of investment experience. Prior to joining the firm, he was a senior fund manager of global convertibles at Aviva Investors. Tom received a B.Comm in finance from the University of Toronto, and an M.B.A. from Oxford University. Tom is also a Canadian Chartered Accountant and a Chartered Financial Analyst.

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
0.60%
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/