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本基金的目標,是透過一項由世界各地政府、跨國組織、地方機構、全國性公共機構及企業所發行的債券或其他債務工具(包括高息債券)所組成的多元化投資組合以達致長期資本增值。 本基金不得將合共超過三分之一的總資產投資於貨幣市場工具、銀行存款或可轉換債券及附認股權證債券。可轉換債券及附認股權證債券投資合共所佔本基金總資產的比例不得超過25%。本基金不會投資於股本證券。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Jack Parker | - | 2015 | now |
Stuart Edwards | - | 2010 | now |
Michael Matthews | - | 2005 | 2010 |
自傳 | Michael Matthews joined the Financial Trust team as of May 2013. Mike supports the firm’s investment process by building research tools and conducting quantitative research used in evaluating and implementing the firm’s active investment strategies. Prior to coming on board, Mr. Matthews earned his B.S. in Finance and Economics from the University of Central Florida. Upon graduating he worked in the proprietary trading industry in both New York City and South Florida. | ||
Paul Read | Co-Head | 2004 | 2010 |
自傳 | Paul began his career with UBS (Securities) Ltd, then moved to Merrill Lynch International in 1986. Paul initially worked on the bond sales desk, covering institutional investment managers, before moving onto debt trading and working as a director of fixed income trading in Tokyo from 1991 and in Paris from 1993. Paul joined Perpetual's Fixed Interest team in 1995 and is Joint Head of Fixed Interest Investment with Paul Causer. | ||
Paul Causer | Co-Head | 2004 | 2010 |
自傳 | Paul is based in our Henley office. He began his investment experience in 1983, prior to which he achieved a BSc in Economics at the London School of Economics. He joined the group in 1994 and Co-Heads the Fixed Income Team. | ||
Mark Dow | Portfolio Manager | 2000 | 2004 |
自傳 | Dow is a portfolio manager with MFS Investment Management, his employer since 1999. Prior to joining MFS, he worked for two years as a senior sovereign analyst at Putnam Investments, and prior to that he worked as an economist at the International Monetary Fund. |
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