基本資料

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。

基金經理人

• Li Andy
• 資歷 5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 6年(2017-11-27 至今)

• Narula Vipin
• 資歷 6年(2017-10-01 至今)

• Investment Officer of MFS. Employed in the investment area of MFS since 2010

基金費用

聯絡資訊