MFS全盛基金系列-MFS全盛新興市場債券基金 A2(美元)

17.84美元0.04(0.23%)
2021/06/18更新
績效 / 
1月1.18%
3月2.39%
1年8.18%
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
全球新興市場債券
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
JPM EMBI Global TR USD
基金規模
3,217.54百萬截至 2021-05-31
年初至今報酬率
1.17%
殖利率
3.20
晨星評等
成立日期
2002-10-01

投資策略

基金的投資目標為以美元計值的總投資回報。基金採用自上而下深入研究的方式,主要投資於新興市場債務證券。國家揀選是投資過程的基石。證券揀選透過使用定量模式而得以強化。公司債務證券的投資由MFS的研究分析家作出。

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

  • Arora Neeraj
  • 資歷 2年(2019-09-01 至今)
  • Neeraj Arora is an investment officer and fixed income research analyst for MFS Investment Management® (MFS®). He is a member of the portfolio management team for the firm's Strategic Income strategy, responsible for managing the emerging market debt securities within the strategy. He is a member of the firm's emerging market debt team and works closely with MFS' emerging markets debt portfolio management team to identify attractive investment opportunities.
    
    Neeraj joined MFS in 2011. He was previously a vice president and research analyst at J.P. Morgan. He added portfolio management responsibilities in 2018.
    
    He earned a bachelor's degree from Marquette University and holds a Master's of Business Administration from Georgetown University.
  • Brown Ward
  • 資歷 12年(2009-03-26 至今)
  • Ward Brown, CFA, Ph.D., is an investment officer and fixed income portfolio manager at MFS Investment Management® (MFS®). He is a member of the Emerging Markets Debt team, and his duties include managing the firm's emerging market debt strategies in addition to conducting macroeconomic research and individual credit analysis.
    Ward joined MFS in 2005 as a fixed-income research analyst and was named portfolio manager in 2008. Prior to joining MFS, he served as an economist for the International Monetary Fund for eight years. Ward spent four years as a research and teaching assistant for the Financial Markets Group at the London School of Economics and Political Science and later served as a lecturer at the school in the Economics Department.
    Ward earned his bachelor's degree from McGill University and holds a master's and a doctoral degree in Economics from the London School of Economics and Political Science. He holds the Chartered Financial Analyst designation.
  • Ryan Matthew
  • 資歷 19年(2002-10-01 至今)
  • Matthew W. Ryan, CFA, is an investment officer and a portfolio manager of Massachusetts Financial Services Company. Before joining the firm in 1997, Matt worked for four years as an economist at the International Monetary Fund and for five years as an international economist with the U.S. Department of the Treasury. He was named a portfolio manager at MFS in 1998.
    He is a graduate of Williams College and earned a master's degree in international economics and foreign policy from Johns Hopkins University. Matt also holds the Chartered Financial Analyst (CFA) designation.

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
0.50%
管理費
0.90%
最高管理費
0.90%
遞延費
-
最高遞延費
-

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