基本資料

投資策略

基金的投資目標為以美元計值的總投資回報。基金投資於主要為投資級美國債

務證券的多元化投資組合。基金由MFS的研究分析家團隊管理，採用自下而上

的信用揀選及固定收益資產類別的資產分配，來建立一個代表其對總投資回報

最佳意見的投資組合。

基金經理人

• Mackey Alexander
• 資歷 3年(2019-12-31 至今)

• Alexander M. Mackey, CFA, is an investment officer and fixed income portfolio manager with MFS Investment Management(r) (MFS(r)). He has portfolio management responsibilities on the firm's limited duration and multi-sector fixed income strategies. He also has research analyst responsibilities. Alexander joined MFS in 1998 as a financial control assistant and was promoted to section manager in 2000. He joined the Fixed Income Department as a research associate in 2001 was promoted to fixed income research analyst in 2004. He took on portfolio management responsibilities in 2017. Alexander has a bachelor's degree from Trinity College and holds the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Society of Boston.

• Marston Joshua
• 資歷 13年(2009-12-31 至今)

• Joshua P. Marston, Portfolio Manager, is an Investment Officer, Director of Fixed Income, and Director of Structured & Financial Research at MFS Investment Management® (MFS®). Josh's responsibilities include managing MFS' fixed income portfolio management team as well as oversight of MFS' structured product strategy, dedicated structured product portfolios, and portfolio management responsibilities for several of the firm's other fixed income strategies. Mr. Marston has been employed in the investment area of MFS since 1999 as a credit analyst.

• Persons Robert
• 資歷 16年(2006-12-27 至今)

• Robert D. Persons, CFA, is an investment officer of MFS Investment Management® (MFS®) and a fixed income portfolio manager.
  Robert joined MFS in 2000 as an investment grade fixed income research analyst. Prior to joining MFS, he served six years as a bond analyst/portfolio manager for Scudder Kemper Investments; three years as an investment manager for The Travelers Insurance Company; and three years as an investment analyst for Bailard, Biehl & Kaiser.
  He earned a Bachelor of Arts degree from Bucknell University and a Master of Business Administration degree from Northwestern University.

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