基本資料

投資策略

PIMCO 總回報債券基金的投資目標是在保本及審慎投資管理原則下賺取最高總回報。本基金將其最少三分之二的資產投資於一項由不同年期的固定收益證券組成的多元化投資組合。本基金的平均投資組合年期通常由三至六年不等，按投資顧問對利率所作預測而定。

基金經理人

• Mittal Mohit
• 資歷 3年(2019-12-10 至今)

• Mr. Mittal is a managing director and portfolio manager in the Newport Beach office, and a senior member of the liability driven investment and credit portfolio management teams. He manages multi-sector portfolios with added specialization in long credit, investment grade credit and unconstrained bond portfolios. He joined PIMCO in 2007 and holds an MBA from the Wharton School of the University of Pennsylvania and an undergraduate degree in computer science from Indian Institute of Technology (IIT) in Delhi, India.

• Kiesel Mark
• 資歷 8年(2014-09-26 至今)

• Mark R. Kiesel is CIO Global Credit at Pacific Investment Management Company LLC (“PIMCO”) and a managing director in the Newport Beach office. He is a member of the Investment Committee, a generalist portfolio manager and the global head of corporate bond portfolio management. He joined PIMCO in 1996 and previously served as PIMCO’s global head of investment grade corporate bonds and as a senior credit analyst. He holds an MBA from the University of Chicago’s Graduate School of Business. He received his undergraduate degree from the University of Michigan.

• Mather Scott
• 資歷 8年(2014-09-26 至今)

• Mr. Mather is CIO U.S. Core Strategies and a managing director in the Newport Beach office. He is a member of the Investment Committee and a generalist portfolio manager. Mr. Mather also oversees ESG portfolio integration in the U.S. Previously he was head of global portfolio management. Before that, he led portfolio management in Europe, managed euro and pan-European portfolios and worked closely with many Allianz-related companies. He also served as a managing director of Allianz Global Investors KAG. Prior to these roles, Mr. Mather co-headed PIMCO's mortgage- and asset-backed securities.

基金費用

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