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17.970
+0.110
+0.62%
- 晨星評級:
- 總資產: 1.28B
Capital Group Global Allocation Fund LUX Z
17.970
+0.110
+0.62%
0P00012TZS綜觀
你可在本頁找到深入的資本集團全球資產配置基金（盧森堡）Z公司檔案，包括0P00012TZS的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
投資策略
該基金力求均衡達到以下三個目標：長期資本增長、保本及經常收益。一般而言，該基金將力求至少以其總淨資產的 45%投資於股票，25%投資於投資級債券(包括貨幣市場工具)。該基金可以不超過其淨資產的 15%投資於資產抵押證券/按揭抵押證券。該基金最多可以 2%投資於財困證券。該基金可以不超過其淨資產的 5%投資於應急可換股債券。該基金最多可以基金淨資產的 5%直接地或透過債券通投資於中國銀行間債券市場。該基金可將不多於 15%的淨資產用作證券借貸。
聯絡資訊
地址
avenue John F. Kennedy, L-1855
Kennedy,
Luxembourg
Kennedy,
Luxembourg
電話
-
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Philip Chitty | Portfolio Manager | 2023 | now |
| 自傳 | Philip Chitty is a fixed income portfolio manager at Capital Group. He has 29 years of investment experience and has been with Capital Group for 19 years. Earlier in his career at Capital, as a fixed income investment analyst, Philip had macroeconomic responsibility for Western Europe, the UK and Japan. Prior to joining Capital, Philip was a senior European economist with ABN AMRO. Before that, he was an economist with HM Treasury. He holds a master's degree in economics from Birkbeck College, University of London. Philip is based in London. | ||
| Andrew A. Cormack | Portfolio Manager | 2021 | now |
| 自傳 | Andrew A. Cormack is a fixed income portfolio manager at Capital Group. He has 19 years of investment industry experience and has been with Capital Group for four years. Prior to joining Capital, Andrew worked as a portfolio manager at Western Asset Management. He holds a first-class honours degree in actuarial science from the London School of Economics and Political Science. He also holds the Investment Management Certificate. Andrew is based in London. | ||
| Anirudh A. Samsi | Portfolio Manager | 2019 | now |
| 自傳 | Anirudh Samsi is an equity portfolio manager at Capital Group. He has 26 years of investment experience and has been with Capital Group for 17 years. Earlier in his career at Capital, he was an equity investment analyst covering U.S. money centers, investment banks and global IT services, the U.S. insurance industry, as well as asset managers. Prior to joining Capital, Anirudh was an investment analyst for Franklin Templeton Investments. | ||
| Tomonori Tani | Partner | 2016 | now |
| 自傳 | Tomonori Tani is an equity portfolio manager at Capital Group. He has 25 years of investment industry experience and has been with Capital Group for 19 years. Earlier in his career at Capital, he was an equity investment analyst covering Asian (excluding Australia and India) banks and financials. Prior to joining Capital, he was an analyst and team leader for the Japanese financial sector with Fidelity Investments Japan and a portfolio manager of Fidelity Select Financial Service Fund. | ||
| Hilda L. Applbaum | Senior Vice President | 2014 | now |
| 自傳 | Hilda L. Applbaum is a portfolio manager at Capital Group. She also serves on the Global Solutions Committee. She has 37 years of investment industry experience and has been with Capital Group for 29 years. Earlier in her career, as an equity investment analyst at Capital, Hilda covered global convertible securities. Before joining Capital, she was a principal investment officer and director of research for the California Public Employees Retirement System, and a research analyst and economist at Federal Farm Credit Banks Funding Corp. in New York. | ||
| Paul Flynn | Senior Vice President | 2014 | 2023 |
| 自傳 | Paul Flynn is a portfolio manager at Capital Group. He has 26 years of investment experience and has been with Capital Group for 24 years. Earlier in his career, as an equity investment analyst at Capital, Paul covered the global auto industry, as well as European business services and beverage companies. Prior to joining Capital, Paul was a consultant with Bain and Company. He holds an MBA from Harvard Business School. Paul is based in Hong Kong. | ||
| Thomas H. Høgh | Vice President | 2019 | 2023 |
| 自傳 | Thomas H. Høgh is a fixed income portfolio manager at Capital Group. He has 36 years of investment experience and has been with Capital Group for 32 years. Earlier in his career, as a fixed income investment analyst at Capital, Thomas covered Yankee bonds, as well as various non-U.S. bond markets. Prior to joining Capital, Thomas held a number of positions at Privatbanken (now Nordea). He holds an MBA in finance, international business and management from Columbia Business School. | ||
| Robert H. Neithart | Executive Vice President | 2014 | 2021 |
| 自傳 | Robert H. Neithart is a fixed income portfolio manager at Capital Group. He is chair of Capital Strategy Research, Inc., and serves on the Fixed Income Management Committee. Rob’s investment responsibilities are focused on emerging market debt and global high-income portfolios. He has 35 years of investment experience, all with Capital Group. Rob began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor’s degree in economics from Occidental College graduating cum laude. | ||
| Mark A. Brett | Director | 2014 | 2019 |
| 自傳 | Mark A. Brett is a fixed income portfolio manager at Capital Group. He has 40 years of investment experience and has been with Capital Group for 25 years. Prior to joining Capital, Mark was an economist and strategist with Barclays de Zoete Wedd (formerly de Zoete and Bevan) in London. In addition, he was a director of BZW Capital Markets Ltd. and a member of the London Stock Exchange. Currently, he is a member of the CFA Institute U.K. and is a fellow of the Chartered Institute for Securities and Investment. Mark is based in London. | ||
| Joanna F. Jonsson | Senior Vice President | 2014 | 2016 |
| 自傳 | Joanna F. Jonsson is an equity portfolio manager at Capital Group. She is also president of Capital Research and Management Company and serves on the Capital Group Management Committee and the Target Date Solutions Committee. She has 34 years of investment experience and has been with Capital Group for 32 years. Earlier in her career, as an equity investment analyst at Capital, Jody covered insurance, U.S. household & personal care, restaurants & lodging and cruise lines companies. | ||
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