MFS全盛基金系列-MFS全盛通脹調整債券基金C2(美元)

11.87美元0.01(0.08%)
2021/10/22更新
績效 / 
1月0.07%
3月0.91%
1年3.64%
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
美元通膨連結債券
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
BBgBarc Gbl Infl Linked US TIPS TR USD
基金規模
249.79百萬截至 2021-09-30
年初至今報酬率
2.21%
殖利率
1.71
晨星評等
成立日期
2005-09-26

投資策略

基金的投資目標是總回報率超過通貨膨脹率作為衡量的,在美國就長期而言,衡量美元。該基金主要投資於投資組合的通貨膨脹保護證券,側重於美國財政部通貨膨脹保護證券(提示) ,因為它旨在提供固定收益的投資者的保護措施對通貨膨脹風險。

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

  • Schechter Geoffrey
  • 資歷 4年(2017-04-12 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.
  • Weisman Erik
  • 資歷 17年(2004-06-09 至今)
  • Erik Weisman, is an investment officer and portfolio manager at MFS Investment Management®. He manages the firm's inflation-adjusted bond, strategic income, global bond, global total return, and global government portfolios. He joined the firm in 2002 as a global sovereign fixed-income research analyst. Previously, he served for two years as assistant to the U.S. Executive Director and for two years as an international economist in the U.S. Department of the Treasury. Erik earned a bachelor's degree from the University of Michigan and master's and Ph.D. degree from Duke University.

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
0.50%
最高管理費
0.50%
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