MFS全盛基金系列-MFS全盛全球資產配置基金C1(美元)

34.57美元0.29(0.83%)
2021/05/11更新
績效 / 
1月2.56%
3月4.56%
1年26.53%
晨星評等

基本資料

基金公司/總代理人
柏瑞證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
美元平衡型股債混合
基金家族
MFS Investment Management Company (Lux) S.à.r.l
公開說明書基準指數
-
晨星組別基準指數
Cat 50%Barclays US Agg TR&50%FTSE Wld TR
基金規模
1,968.20百萬截至 2021-04-30
年初至今報酬率
6.05%
殖利率
0.00
晨星評等
成立日期
2005-09-26

投資策略

該基金的主要投資目標是總回報率,來衡量美元。這個團隊管理的基金投資組合交融混合的大型價值股的股本證券及投資級政府債務證券的全球發行人,與歷史撥款大約60 %的股本證券及40 %的債務證券。該基金的嘗試,為產品增值,主要是通過自底向上的股本證券選擇在股票部分,並通過自頂向下的國家選擇和貨幣管理方面的債務安全配置。

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

  • Peabody Henry
  • 資歷 2年(2019-09-01 至今)
  • HENRY L. PEABODY, CFA, AVP, Research Analyst, B.A. Trinity College.
    Mr. Peabody is a Vice President and investment grade credit analyst in Eaton Vance’s investment grade fixed income group. Prior to joining Eaton Vance in 2013, Mr. Peabody served as a credit research analyst with Merganser Capital Management (2010 - 2013) and as an analyst and trader with Emerson Investment Management (2004 - 2010). Mr. Turgel is a Vice President and senior credit analyst and has been a member of Eaton Vance’s bank loan group for more than five years.
    Henry joined Merganser in 2010 and is a research analyst working with the credit sector team.
    Prior to joining Merganser, Henry worked at Emerson Investment Management as a Senior Analyst/Trader. He covered high grade and high yield credit and led the Core Investment Grade management team. In addition to credit research and portfolio management responsibilities, Henry also traded fixed income securities. Henry is currently pursuing his M.B.A. at Boston College. 
    Henry holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Securities Analyst Society.
  • Li Andy
  • 資歷 2年(2019-02-01 至今)
  • Li joined MFS in 2018 as a fixed income portfolio manager primarily focused on non–US dollar credit securities. His prior experience includes four years as a portfolio manager at Man GLG, six years as a portfolio manager at ECM Asset Management and two years as a management consultant at Accenture. He earned a Bachelor of Engineering degree with honors in computer science from Imperial College, London.
  • Murfin Owen
  • 資歷 3年(2017-11-27 至今)

基金費用

最低認購金額
5,000美元
申購手續費
-
保管費
-
分銷費
1.00%
管理費
1.05%
最高管理費
1.05%
遞延費
-
最高遞延費
1.00%

聯絡資訊

基金投資顧問
柏瑞證券投資信託股份有限公司
聯絡電話
(02)2516-7883
基金顧問地址
台北市民權東路二段144號10樓
基金顧問網址
www.pinebridge.com.tw