本基金主要投資於由全球在新興市場設有註冊辦事處的公司所發行且主要以美元計價,或由新興市場的政府、政府機構、半政府實體、國家支持企業、當地或地區政府(包括國家、省級及市級政府及政府實體)及超國家組織所發行或擔保的投資級別及非投資級別固定收益(例如:債券)以及其他相近類型證券組成的多元化組合,旨在取得總回報。 本基金投資於單一非投資級別主權發行人所發行或擔保的證券可達其淨資產10%以上但最多30%。這是由於本基金的參考基準JP摩根新興市場債券指數可能包含非投資級別的主權發行人。投資顧問可決定投資於某特定的非投資級別主權發行人及/或側重於(就參考基準而言)某一特定的非投資級別主權發行人。 該等可被本基金投資達其淨資產最多30%的非投資級別主權發行人包括但不限於土耳其及菲律賓。然而,此名單可能會基於以下原因而隨時改變:信貸評級改變、本基金的基準比重改變、投資顧問決定對某一特定基準成分股及/或市場走勢分配較高或較低的淨資產比例。 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%的淨資產投資於可轉換債券(不包括或有可轉換證券)。 本基金可將其最多10%的淨資產投資於或有可轉換證券,惟預期不會超過5%。 本基金可使用金融衍生工具作對沖用途。本基金亦可使用金融衍生工具作投資目的,但不可廣泛使用。本基金獲准使用的金融衍生工具包括但不限於期貨、期權、掉期(如信貸違約掉期及總回報掉期)及外匯遠期(包括非可交付遠期)。金融衍生工具亦可嵌入於本基金可投資的其他工具。 本基金可將其最多10%的淨資產投資於總回報掉期,惟預期不會超過5%。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Jaymeson Paul Kumm | - | 2020 | now |
Scott Davis | - | 2020 | now |
Zeke Anurag Diwan | Senior Portfolio Manager | 2017 | 2020 |
自傳 | Zeke Diwan, Senior Vice President, Senior Portfolio Manager, is a senior portfolio manager on the Emerging Markets Debt Team. Mr. Diwan focuses on emerging markets hard currency sovereign and corporate strategies. Prior to joining the Emerging Markets Debt Team at HSBC in December 2016, Mr. Diwan worked for Allianz Global Investors from 2013 to 2016, where he was responsible for running a broad range of emerging market debt strategies. Before this, Mr. Diwan was with Rogge Global Partners from 2011 to 2013 and Pioneer Investment Management from 2004 to 2011 | ||
Nishant Upadhyay | Senior Vice President | 2015 | 2020 |
自傳 | Nishant Upadhyay, Senior Vice President, Head of Emerging Markets Debt Portfolio Management. He joined HSBC in September 2015 from PIMCO. During his time at PIMCO, Mr. Upadhyay spent time as an associate to PIMCO’s Global Bond portfolio management team. Prior to joining PIMCO in 2004, Mr. Upadhyay held positions at Citibank and ABN AMRO Bank. He has been working in the financial industry since 2000. Mr. Upadhyay has a Bachelor of Science from the Hindu College, Delhi University (India) and an MBA from the Indian Institute of Management, Indore, India. | ||
Lisa M. Chua | Portfolio Manager | 2011 | 2016 |
自傳 | Lisa Chua is a portfolio manager on the emerging-markets debt team. Prior to joining Man GLG, Lisa was a senior vice president and portfolio manager on the emerging-markets debt team at HSBC Global Asset Management (USA) Inc. where she was responsible for external markets. Prior to HSBC, Lisa worked as a research analyst at Delaware Investments, where she focused on emerging markets debt and private investments since 2003. She holds a BA from the University of Pennsylvania and is a CFA charterholder. | ||
Guillermo Ariel Ossés | Head | 2011 | 2015 |
自傳 | Guillermo Ossés joins HSBC as its Managing Director for all global emerging markets debt portfolios at HSBC. Prior to HSBC, he was a senior emerging markets fixed income portfolio manager at PIMCO. He had worked at Barclays Capital responsible for proprietary trading and market making of emerging markets currencies and also held a trading position in Latin American Local Markets at Deutsche Bank. He received a BA from Universidad Catolica de Cordoba in Argentina and holds an MBA from the MIT Sloan School of Management. | ||
Peter N. Marber | Portfolio Manager | 2010 | 2011 |
自傳 | Peter N. Marber, PhD. Peter Marber is a Portfolio Manager, CIO of New World Opportunities Fund and Head of Emerging Markets at Aperture Investors in New York. Peter began his career at UBS, and later was President of the emerging market subsidiaries at Wasserstein Perella & Co. He founded the Atlantic Funds in 1999, which was acquired by HSBC in 2005. Marber then became Senior Portfolio Manager and Chief Business Strategist for emerging markets at HSBC Global Asset Management until 2013. He then served as Head of Emerging Market Investments at Loomis, Sayles & Co. in Boston. Prior to joining Aperture Investors, he directed the Global Economy program at NYU. An acknowledged expert on globalization, Marber has published six books and has taught at Columbia, Johns Hopkins, Harvard, and NYU. He serves or has served on boards for Columbia University, the Emerging Markets Trade Association, New America, St. John’s College, and the World Policy Institute. Marber earned his bachelor’s degree from Johns Hopkins, his masters from Columbia, and PhD. from the University of Cambridge. | ||
Arif T. Joshi | portfolio manager | 2007 | 2010 |
自傳 | Arif T. Joshi,CFA, portfolio manager/analyst on the Lazard Asset Management LLC ’s Emerging Markets Debt team, has been with the Portfolio since February 2011. Prior to joining Lazard in 2010, Arif was with HSBC Asset Management (formerly Halbis) where he served as Senior Vice President and Portfolio Manager. At HSBC, Arif was responsible for global emerging markets, focusing on corporate and sovereign credit analysis, risk management and quantitative modeling. He began this role at The Atlantic Advisors LLC (acquired by HSBC in 2005). Prior to HSBC, he was an associate at Strategic Management Group where he advised Fortune 500 companies on finance and corporate strategy. Arif has an MBA in Finance from Columbia Business School and a BS in Economics from the Wharton School at the University of Pennsylvania. | ||
Denise S. Simon | Lead Portfolio Manager | 2005 | 2010 |
自傳 | Denise S. Simon, a Managing Director of Lazard Asset Management LLC, is a portfolio manager/analyst on Lazard’s Emerging Markets Debt team. Prior to joining Lazard in 2010, Ms. Simon was a Managing Director and portfolio manager at HSBC Asset Management. She also was associated with The Atlantic Advisors, Dresdner Kleinwort Wasserstein, Bayerische Vereinsbank, Lehman Brothers, Kleinwort Benson and UBS. | ||
Nicholas Richard William Timberlake | Senior Portfolio Manager | 2005 | 2007 |
自傳 | Nick Timberlake is Global Head of Emerging Markets for Halbis Ltd and has been working in the industry since 1992. Prior to joining Halbis in 2005 Nick was employed by F&C Asset Management as a Senior Global Emerging Market Portfolio Manager.He has an MA(Hons) Degree in Geography and Economics from the University of Dundee and qualified as an associate of the Institute of Investment Management in 1993. |
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