MFS全盛基金系列-MFS全盛全球資產配置基金A1(歐元)

24.45歐元0.03(0.12%)
2021/10/19更新
績效 / 
1月1.45%
3月2.3%
1年15.84%
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
歐元
基金組別
美元平衡型股債混合
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
Cat 50%Barclays US Agg TR&50%FTSE Wld TR
基金規模
1,655.59百萬截至 2021-09-30
年初至今報酬率
11.97%
殖利率
0.00
晨星評等
成立日期
2005-09-26

投資策略

該基金的主要投資目標是總回報率,來衡量美元。這個團隊管理的基金投資組合交融混合的大型價值股的股本證券及投資級政府債務證券的全球發行人,與歷史撥款大約60 %的股本證券及40 %的債務證券。該基金的嘗試,為產品增值,主要是通過自底向上的股本證券選擇在股票部分,並通過自頂向下的國家選擇和貨幣管理方面的債務安全配置。

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

  • Peabody Henry
  • 資歷 2年(2019-09-01 至今)
  • Henry Peabody, CFA 
    - Investment Officer
    - Fixed Income Portfolio Manager
    - As a Fixed Income Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions.
    - Joined MFS in 2019
    - Previous experience includes 6 years as Vice President, Portfolio Manager and Research Analyst at Eaton Vance Management; 3 years as Vice President, Research Analyst at Merganser Capital Management; 6 years as Research Analyst and Trader at Emerson Investment Management.
    - Member of several portfolio management teams, primarily focused on US credit investing in core, core plus, global aggregate, global aggregate opportunistic and global credit strategies
    - Affiliations include Boston Security Analyst's Society, CFA Institute
    - Boston College, Carroll School of Management, Master of Business Administration 
    - Trinity College, Bachelor of Arts
  • Li Andy
  • 資歷 3年(2019-02-01 至今)
  • Andy Li, CFA 
    - Fixed Income Portfolio Manager
    - As a Fixed Income Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions.
    - Joined MFS in 2018
    - Previous experience includes 4 years as Portfolio Manager at Man GLG; 6 years as Portfolio Manager at ECM Asset Management; 2 years as Management Consultant at Accenture.
    - Imperial College, London, Bachelor of Engineering, Honors
  • Murfin Owen
  • 資歷 4年(2017-11-27 至今)

基金費用

最低認購金額
4,000歐元
申購手續費
-
保管費
-
分銷費
0.65%
管理費
1.05%
最高管理費
1.05%
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