基本資料

投資策略

本基金的目标是在保存资本及审慎投资管理的原则下，赚取最高总回报（即透过深入研究及慎重考虑，确立及施行一些贯彻一致、规律严格并具成本效益的投资的策略，以及持续监察个别证券与总投资组合的风险）。

本基金将其最少三分之二的资产投资于一项以全球各种主要货币计价的固定收益工具（可包括由政府、主权机构、企业 等发行的证券）组成的多元化投资组合。本基金主要投资于投资级别固定收益工具，惟可将其资产最多达10%投资于评级低于穆迪的Baa 或标准普尔的BBB 评级或获惠誉给予的同等评级，但最少须获穆迪或标准普尔给予B 评级或获惠誉给予同等评级（或若未有评级，则须获投资顾问视为具备相若质素）的固定收益工具，但并无最低信贷评级规定的按揭保证证券例外。虽然对按揭证券并无最低信贷评级规定，但在计算低于投资级别证券的上述 10%限额时将计及低于投资 级别的按揭证券。

基金經理人

• Balls Andrew
• 資歷 9年(2014-09-26 至今)

• Mr. Balls is PIMCO's CIO Global Fixed Income. Based in London, he oversees the firm’s European, Asia-Pacific, emerging markets and global specialist investment teams. Previously, he was head of European portfolio management, a global portfolio manager in the Newport Beach office and the firm’s global strategist. Prior to joining PIMCO in 2006, he was an economics correspondent and columnist for the Financial Times and a lecturer in economics at Keble College, Oxford. He holds a bachelor's degree from Oxford and a master's degree from Harvard University.

• Pagani Lorenzo
• 資歷 9年(2014-09-26 至今)

• Lorenzo Pagani, Ph.D., is a member of the team responsible for investment decisions for the EQ/PIMCO Global Real Return Portfolio. Dr. Pagani is a managing director and portfolio manager in the London office and head of the European rates desk. He is a member of the global bond and global real return portfolio management teams. Additionally, he is a member of the European Portfolio Committee, the Counterparty Risk Committee, and the Best Execution Committee. He also serves as head of talent management for portfolio management outside of the U.S. Prior to joining PIMCO in 2004, he was with the nuclear engineering department at the Massachusetts Institute of Technology (MIT) and with Procter & Gamble in Italy. He holds a Ph.D. in nuclear engineering from MIT. He graduated from the Financial Technology Option program of MIT/Sloan Business School and holds a joint master of science degree from the Politecnico di Milano in Italy and the Ecole Centrale de Paris in France.

• Gupta Sachin
• 資歷 9年(2014-09-26 至今)

• Sachin Gupta is Managing Director, PIMCO. Mr. Gupta joined PIMCO in 2003. He has previously managed European LDI portfolios and served on the global portfolio management team in PIMCO’s Singapore office. Mr. Gupta has focused on investments in government bonds, sovereign credit derivatives and interest rate derivatives across developed markets. Prior to joining PIMCO, Mr. Gupta was in the fixed income and currency derivatives group at ABN AMRO Bank. He has investment experience since 1997 and holds an MBA from XLRI, India.

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