基本資料

投資策略

基金的主要投資目標為尋求符合審慎投資風險的以美元計值的高當前收入，次要投資目標為保本。基金投資於投資級美國固定收益證券（主要是短期至中期證券）投資組合。基金透過投資於較短期證券以減低波動幅度，並試圖透過證券及行業揀選尋求增值。

基金經理人

• Mackey Alexander
• 資歷 6年(2017-02-01 至今)

• Alexander M. Mackey, CFA, is an investment officer and fixed income portfolio manager with MFS Investment Management(r) (MFS(r)). He has portfolio management responsibilities on the firm's limited duration and multi-sector fixed income strategies. He also has research analyst responsibilities. Alexander joined MFS in 1998 as a financial control assistant and was promoted to section manager in 2000. He joined the Fixed Income Department as a research associate in 2001 was promoted to fixed income research analyst in 2004. He took on portfolio management responsibilities in 2017. Alexander has a bachelor's degree from Trinity College and holds the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Society of Boston.

• Burgener Philipp
• 資歷 6年(2017-02-01 至今)

• Philipp S. Burgener, CFA, is an investment officer and fixed income portfolio manager with MFS Investment Management(r) (MFS(r)). He is a member of the firm's limited duration portfolio management team. He also has research analyst responsibilities. Philipp joined MFS in 2000 as an inside wholesaler and transferred to the Fixed Income Department in 2002 as an analytic support associate in the Quantitative Group. In 2003 he joined the Structured Products Group and was promoted to an Investment Grade Research Analyst in 2005. He took on portfolio management responsibilities in 2017. Philipp earned a Bachelor of Arts degree from Colgate University and his Master of Science degree from Boston University. He is also a member of the CFA Institute and Boston Security Analysts Society, Inc.

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