基本資料

投資策略

環球高孳息債券基金的投資目標是在審慎投資管理原則下賺取最高總回報。該基金將其最少三分之二的總淨資產投資於一項高孳息固定收益工具組成的多元化組合，該等工具以全球各種主要貨幣計價及評級低於穆迪的Baa或標準普爾的BBB或惠譽的同等評級。該基金可將其總淨資產最多達20%投資於獲穆迪評為Caa或以下評級或獲標準普爾評為CCC或以下評級或獲惠譽評為相同評級（或若未有評級，則須獲投資顧問視為具備相若質素）的高孳息固定收益工具。該基金可將不多於25%的資產投資於可轉換為股本證券的證券。該基金可將不多於10%的總資產投資於股本證券。該基金可將其淨資產最多達10%投資於其他集體投資計劃的單位或股份。該基金亦可將其淨資產最多達10%投資於非流通證券及構成貨幣市場票據的貸款參與及貸款轉讓。該基金可將其資產最多達15%投資於新興市場證券。

基金經理人

• Watford Charles
• 資歷 5年(2020-10-01 至今)

• Executive Vice President, PIMCO. Mr. Watford is a portfolio manager focusing on high yield. He is also a research analyst focused on the European automotive and real estate sectors. Prior to joining PIMCO in 2007, Mr. Watford was a management consultant at McKinsey & Company and an investment banking analyst at Morgan Stanley. He has investment experience since 2002 and holds an MBA from the Wharton School of the University of Pennsylvania. He also holds a master’s degree in chemistry from the University of Oxford.

• Pier Sonali
• 資歷 6年(2019-07-31 至今)

• Managing Director, PIMCO. Ms. Pier is a portfolio manager focusing on multisector credit opportunities. She contributes to the Diversified Income and Global Credit Opportunities Funds, and she has served as a rotating member on the firm's Investment Committee and Americas Portfolio Committee. Prior to joining PIMCO in 2013, she was a senior credit trader at J.P. Morgan, trading cash, recovery and credit default swaps across various sectors. She holds an undergraduate degree in economics from Princeton University.

• Forgash David
• 資歷 6年(2019-04-01 至今)

• Executive Vice President, PIMCO. Mr. Forgash is a portfolio manager and head of global leveraged loans. In addition to being the lead portfolio manager for leveraged loans, he is also a member of the high yield and multi-sector credit teams. Prior to joining PIMCO in 2018, he
  was a senior portfolio manager at Millennium Capital Partners, investing across European credit. Previously, he was an executive director of European credit trading at Morgan Stanley, a managing director of U.S. credit trading at Greenwich Capital and a vice president in credit
  trading at Lehman Brothers. He has investment experience since 1994 and holds an MBA from the Stern School of Business at New York University. He received an undergraduate degree in economics from the University of Delaware.

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