基本資料

投資策略

本基金的目標是在保存資本及審慎投資管理的原則下，賺取最高總回報（即透過深入研究及慎重考慮，確立及施行一些 貫徹一致、規律嚴格並具成本效益的投資的策略，以及持續監察個別證券與總投資組合的風險）。 

本基金將其最少三分之二的資產投資於一項由不同年期的固定收益工具（可包括由政府、主權機構、企業等發行的證券 ）組成的多元化投資組合。本基金主要投資於投資級別固定收益工具，惟可將其資產最多達 10%投資於低於穆迪的 Baa 評級或標準普爾的 BBB 評級或獲惠譽給予的同等評級，但最少獲穆迪或標準普爾給予 B 評級或獲惠譽給予同等評級（ 或若未有評級，則須獲投資顧問視為具備相若質素）的固定收益工具。本基金可無限額投資於非美國發行機構的美元計 價固定收益證券。

基金經理人

• Seidner Marc
• 資歷 1年(2022-10-07 至今)

• Mr. Seidner is CIO Non-traditional Strategies, a managing director and head of portfolio management in the New York office. He is also a generalist portfolio manager and a member of the Investment Committee. He rejoined PIMCO in November 2014 after serving as head of fixed income at GMO LLC. Prior to joining PIMCO in 2009, he was a managing director and domestic fixed income portfolio manager at Harvard Management Company. Previously, he was director of active core strategies at Standish Mellon Asset Management. He holds an undergraduate degree in economics from Boston College.

• Schneider Jerome
• 資歷 9年(2014-09-26 至今)

• Managing Director, PIMCO. Mr. Schneider joined PIMCO in 2008. Prior to joining PIMCO, he served as Senior Managing Director with Bear Stearns, specializing in credit and mortgage-related funding transactions. Mr. Schneider joined Bear Stearns in 1995. He holds an undergraduate degree in economics and international relations from the University of Pennsylvania and an MBA from the Stern School of Business at New York University.

基金費用

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