基本資料

投資策略

本子基金未來將兼顧經常性收益和資本增值，追求最大之總和報酬率。為達到此一目標本子基金將主要(至少總資產之百分之五十)鎖定投資等級以下由美國及非美國發行人所發行之高收益債權證券從事投資操作，包括新興市場之政府及公司發行人所發行者。這些債券證券於購買時的評等將等同或低於標準普爾BB級，或其他國際認可之證券評等機構之相等評等，或投資經理人視為相同之評等者。

基金經理人

• Shulkin Matthew
• 資歷 4年(2019-09-30 至今)

• Mr. Shulkin, a Senior Vice President, joined Amundi US in 2013 as a member of the U.S. fixed income team and has twenty years of investment experience. 
  
  Prior to joining Amundi US, Mr. Shulkin spent five years at Mast Capital Management as an analyst focusing on the paper and forest products, packaging and homebuilding sectors. Previously, Mr. Shulkin was a credit analyst at Tisbury Capital and a member of the high yield team at Putnam Investments. Mr. Shulkin has served as a portfolio manager of the portfolio since 2017.
  
  Matt earned his B.A. from Cornell University in 1996, and his M.B.A. from The Wharton School in 2003. He is a CFA® charterholder.

• Monaghan Ken
• 資歷 6年(2017-09-29 至今)

• KEN MONAGHAN, Partner, Portfolio Manager, Head of US High Yield 
  31 years’ industry experience
  Managing Director, ING Ghent Asset Management LLC, New York 
  Director of High Yield sales, Salomon Brothers High Yield department
  Director, Head of High Yield Research Salomon Brothers
  High Yield credit analyst, Salomon Brothers, London and New York
  Credit Analyst, Lord, Abbett & Co

• Feltus Andrew
• 資歷 17年(2007-04-02 至今)

• ANDREW D. FELTUS, CFA
  MANAGING DIRECTOR
  CO-DIRECTOR OF HIGH YIELD, PORTFOLIO MANAGER
  Joined Amundi Pioneer: 1994 
  Investment Experience Since: 1991 
  Andrew Feltus is a Managing Director, Portfolio Manager, and Co-Director of the Amundi Pioneer High Yield team based in Boston. In addition to his role as a Portfolio Manager on U.S. high yield, global high yield, and multisector portfolios, Andrew co-leads a team of portfolio managers who specialize in identifying and capitalizing on high yield and bank loan opportunities globally. The team also provides insight and recommendations for a number of multisector fixed income strategies managed by the U.S. fixed income team. 
  
  Andrew has been actively managing fixed income portfolios since 1994. He has extensive experience managing a wide range of debt securities globally, including emerging markets and foreign exchange. His experience includes analyzing and managing derivatives since 1992. Andrew joined Amundi Pioneer as a Fixed Income Analyst and became a Portfolio Manager in 2001. Prior to joining Amundi Pioneer, he worked on the bond desk at Massachusetts Financial Services. 
  
  He holds a B.A. in quantitative economics and philosophy from Tufts University. He is a CFA® charterholder.

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