基本資料

投資策略

基金的投資目標為符合保本的以美元計值的當前收入。基金由團隊管理，主要投資於美國財政部及機構的債務投資組合，旨在為投資者提供高信用質素的固定收益投資組合。基金透過在不同政府證券間的行業輪換尋求增值，該等證券包括：美國國庫債券、政府房屋貸款協會債券（Ginnie Maes）、聯邦住宅貸款公司債券（Freddie Macs）、聯邦國家抵押貸款協會（Fannie Maes）、學生貸款協會（Sallie Maes），及其他美國機構和組織的證券。

基金經理人

• Stone Jake
• 資歷 5年(2018-09-01 至今)

• Jake Stone has been employed in the investment area of MFS since July 2018; Vice President, Portfolio Analyst, Fixed Income Portfolio Management Team, Wellington Management Company, LLP from September 2013 to July 2018

• Schechter Geoffrey
• 資歷 17年(2006-04-01 至今)

• Geoffrey L. Schechter, CFA, CPA, is an investment officer at MFS Investment Management® (MFS®) and a portfolio manager of the firm's government securities and municipal bond portfolios.
  
  Geoff joined MFS as an investment officer in 1993 after working as a municipal credit analyst with a major insurance company. He was named portfolio manager in 1993.
  
  Geoff is a graduate of the University of Texas and has an MBA degree from Boston University. He holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations.
  
  Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.

基金費用

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