本基金主要投資於世界各地的投資級固定收益(例如債券)及其他相近類型證券組成的多元化投資組合,旨在取得總回報。本基金將尋求主要投資於在成熟市場發行的證券及經合組織國家的貨幣。 本基金可將其最多20%的淨資產投資於非投資級固定收益證券。本基金不會將其多於10%的淨資產投資於由任何信貸評級低於投資級別的單一主權發行人發行或擔保的證券。 投資中國在岸固定收益證券包括但不限於以人民幣計價、在中華人民共和國(「中國」)境內發行及在中國銀行間債券市場買賣的在岸固定收益證券。本基金可透過債券通及/或中國銀行間債券市場計劃投資於中國銀行間債券市場。本基金可將其最多10%的淨資產投資於由(其中包括)市級及當地政府、公司及政策銀行發行的中國在岸債券。 本基金可將不超過20%的淨資產投資於在新興市場發行的固定收益證券。 本基金可將其最多30%的淨資產投資於資產抵押證券(「資產抵押證券」)及按揭證券(「按揭證券」)。 本基金可將少於其淨資產的30%投資於具有損失吸收特點的債務工具(包括或然可轉換證券)。本基金可將其最多10%淨資產投資於或有可轉換證券,惟預期不會超過5%。 本基金亦可投資於金融衍生工具,例如期貨、期權、掉期(包括但不限於信用違約掉期)及遠期貨幣合約。本基金擬將該等衍生工具用於(當中包括)管理利息和信用風險及貨幣持倉,以及在投資顧問認為投資於金融衍生工具將有助本基金實現其投資目標時用於提升回報。本基金不擬為投資目的而廣泛運用金融衍生工具。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Ernst Josef Osiander | Head | 2014 | now |
自傳 | Ernst Osiander is Head of Global Bonds and Currencies at Blackfriars Asset Management, formly known as WestLB Mellon Asset Management (UK) Ltd. He is the lead portfolio manager of the WestLB Mellon Global Bond Fund and has over 14yrs of experience anaylsing fixed income and currency markets. He is a graduate of Economics from Ludwig-Maximillans University, Munich. | ||
Guy Dunham | Trader | 2011 | 2014 |
自傳 | Guy Dunham is a strategist and lead portfolio manager in the International Fixed Income Group. He focuses on pan-European bond strategies, and is heads of the European, UK and Global ex-US Portfolio Management Team. An employee since 1997, he previously managed a range of European and global fixed income portfolios. Prior to this, he spent five years at Lazard Asset Management where he was initially a member of the Performance and Risk Analysis Team, before moving to the Fixed Income desk, where he covered global bond markets. Before Lazard, Guy worked as an actuarial associate in the Employee Benefits division of Towers Perrin. He obtained an MA (Hons) in Mathematics from Cambridge University. | ||
Azim MEGHJI | Head | 2008 | 2011 |
自傳 | Mohamed Azim Meghji, Head of Fixed Income at Santander Asset Management UK, has 17 years’ experience in fund management. He joined Santander Asset Management UK in October 2011. Prior to joining, Azim worked at HSBC Global Asset Management where he had overall responsibility for all credit investment funds in London – this included Sterling, US and Global credit products for both retail and institutional clients. During his time at HSBC, Azim was also a member of various committees including the Global Strategic and Credit Committees as well as being the chair of the Global Credit Asset Allocation Committee. Prior to this, Azim was a Credit Research Analyst both in London and New York. He began his career with Deutsche Bank in 2000 as an analyst having just graduated with a First Class honours degree in Economics. He holds the IMC and SFA qualification and is also a CFA Charterholder. | ||
Gregg Diliberto | CEO, global Head | 2005 | 2008 |
自傳 | Gregg Diliberto is Chief Executive Officer of Halbis (US), Global Head of Fixed Income and has been working in the industry since 1985. Prior to joining Halbis in 2004, Gregg was employed by Citigroup Global Investments as Head of Fixed Income, for Credit Suisse Asset Management as Managing Director and Head of Core Fixed Income, and for BEA Associates. Gregg holds a BA from the State University of New York. | ||
David I. Fisher | Chairman | 2005 | 2008 |
自傳 | David is an equity portfolio manager at Capital Group. He is chairman emeritus of Capital Group International, Inc. He has 47 years of investment experience and has been with Capital Group for 43 years. Before joining Capital, he was an officer of Smith Barney & Co. and a marketing executive with General Electric Company. David holds a master’s degree from the University of Missouri , and a bachelor’s degree from the University of California, Berkeley. He serves as a member of the Los Angeles Society of Financial Analysts and the International Society of Security Analysts. | ||
Laurent Hirsch | global bond Portfolio Manager | 2002 | 2005 |
自傳 | Laurent manages global fixed income portfolios and sits on the committee responsible for setting duration policy across all fixed income mandates. Prior to joining CCF Capital Management in 1999, Laurent worked as a global bond portfolio manager at Credit Suisse. Laurent began his career in 1988 at Louis Dreyfus Spain as a grain trader, he then joined the US grain trading desk (Kansas City) at Louis Dreyfus Corporation in 1989. | ||
James Lark | - | 2000 | 2002 |
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