尋求從一個積極管理的債券投資組合,取得以美元計價的高收益。資本增長為次要目標。附屬基金接受積極管理,以透過主要投資於屬於洲際交易所美銀 已發展市場高收益受限基準指數(「基準」)領域一部分的證券, 捕捉國際高收益企業債務市場中的機遇。作為投資過程的一部分, 投資經理對附屬基金投資組合的組成成分擁有廣泛酌情權,並可 以根據其投資信念,對不包含在基準內的公司、國家或界別作出 投資參與或持有在存續期、地理分佈及/或界別或發行人挑選方 面不同於基準的持倉,儘管基準的成分一般為附屬基金投資組合 的代表。因此,與基準的偏差可能屬重大。 附屬基金投資於主要由歐洲或美洲公司發行的國際定息及浮息證 券。 具體而言,附屬基金主要(即最少為淨資產的 51%)投資於企業 高孳息債券。附屬基金可將淨資產最多 100%投資於次投資級別 或如未獲評級(即證券本身及其發行人均無信貸評級)則被投資 經理視為相當於該等級別的評級的固定收益債務證券。附屬基金 並不將淨資產 10%以上投資於由單一國家(包括該國家的政府及 任何公營或當地機關)發行或擔保的次投資級別證券。 附屬基金可投資於或投資參與可贖回債券的總資產並無任何特定 限制。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Chris Ellis | - | 2022 | now |
Robert J. Houle | Portfolio Manager/Analyst | 2021 | now |
自傳 | Rob is a Portfolio Manager/ Analyst within the US High Yield team, a role he has held since 2008. In addition to managing core high yield portfolios, he is also responsible for research coverage of the basic industry sector. Rob joined AXA IM in 2005 as a US High Yield Credit Analyst. Before joining AXA IM, he was a Trader for three years on the institutional equity trading desk at Lehman Brothers where he traded energy related stocks. Robert holds a Bachelor’s degree in Economics and Psychology from Williams College; and is also a CFA charterholder. | ||
Michael Graham | Portfolio Manager | 2021 | now |
自傳 | Michael is a Portfolio Manager within the US high yield team in fixed income, responsible for managing core strategies, a role he has held since 2010. In addition, he is responsible for covering the energy sector research, a responsibility he has held since joining AXA IM in 2007. Prior to AXA IM, he was an Analyst for two years in the fixed income division of Bear Stearns, where he performed financial analyses and quantitative support for the Public Power group. Michael holds a Bachelor’s degree in Economics from Williams College; and he is also a CFA charterholder | ||
Yves Berger | - | 2021 | now |
Carl Whitbeck | Head | 2012 | 2021 |
自傳 | Carl Whitbeck, CFA® is the Global Head of High Yield and US Active Fixed Income at AXA IM.. Mr. Whitbeck joined AXA IM in 2002 as a U.S. high yield analyst. Since joining AXA IM, he has served in various capacities within the U.S. High Yield team, including research analyst, head of research as well as portfolio manager for U.S. High Yield portfolios and several Global High Yield portfolios. Prior to joining AXA IM in 2002, Carl was an analyst in the investment banking division of Lehman Brothers, where he performed financial analysis on companies in the consumer and retail sectors, and worked on a variety of M&A and high yield transactions. Carl holds a B.A. from Williams College and has the CFA professional designation. | ||
James Gledhill | Head | 2012 | 2021 |
自傳 | James is a Portfolio Manager within the EU and Global High Yield team in fixed income. In addition to leading the European High Yield team, he is responsible for managing core high yield portfolios, a role which he has held since joining AXA IM in 2011. Prior to joining AXA IM, James worked at Henderson Global Investors (previously Henderson New Star), as the Head of Fixed Income for four years; he also launched and managed a range of high yield funds for another six years. Prior to that, James worked for M&G and Prudential M&G for eight years, where he launched and managed their flagship high yield funds. James holds a Bachelor’s degree in Material Sciences from Trinity College, Oxford; and is an associate of the Institute of Investment Management & Research. | ||
Andrew Wilmont | - | 2006 | 2012 |
自傳 | Andrew specialises in corporate bonds, particularly in (global) high yield and cross-over credits. Prior to joining AXA IM, Andrew held positions at Pareto Partners, New Flag Asset Management and Saudi International Bank, having started his career in London as a fundamental (Credit and equity) analyst. Andrew holds a MA in business and a LLM both from the Vrije Universiteit in Amsterdam, The Netherlands and is a CFA® Charterholder. |
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