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本子基金之投資目標在利用高經常收益與資本增值之投資組合以達高投資報酬。 本子基金主要投資於全球各地公司所發行高債信評等之固定收益有價證卷。本子基金至少將總資產的三分之二投資於全球各地公司所發行,信用評等達投資等級之債券與其他性質相類之固定收入有價證券。固定收入有價證券之信用評等等級至少需達BBB-(標準普爾信用評等)、Baa3(穆迪信用評等)、惠譽國際信用評等相當前兩類之信評等級者,或其他雖未經信評,但基金投資經理公司認等級相當者。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Heather Ridill | Co-Portfolio Manager | 2022 | now |
自傳 | Heather Ridill is a global credit strategist on the global fixed income team at Loomis, Sayles & Company. She is also a co-portfolio manager for the global credit and global corporate strategies. Heather joined Loomis Sayles as a credit research associate in 2007. Beginning in 2012, she spent three years at Loomis Sayles Investments Limited, the firm's London-based entity, as a credit research analyst and later, as a senior credit research analyst. During this time, Heather covered European utilities, global chemicals, and European consumer credits. In 2015, she joined the global fixed income team. Prior to Loomis Sayles, Heather was an equity research assistant at Merrill Lynch. Previously, she was a fund accountant at State Street Bank. Heather earned a BA from Fordham University and an MBA from Boston College. | ||
Scott M. Service | Vice President | 2011 | now |
自傳 | Scott Service is a portfolio manager and co-head of the global fixed income team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Global Bond Fund. In addition, Scott co-manages global bond and global credit accounts as well as a suite of products outside the US. Scott joined Loomis Sayles in 1995 and was promoted to credit analyst in 1999. Between 2001 and 2003, Scott worked in Paris for Loomis Sayles’ parent company, Natixis Investment Managers, covering European credits across various industries and honing his international credit analysis skills. He returned to the Loomis Sayles fixed income team in 2003 and became leader of the global credit sector team. In 2004, Scott joined the global bond team. Previously, he held financial accounting positions at both State Street Bank and PNC Bank. Scott earned a BS from Babson College and an MBA from Bentley College. | ||
Lynda L. Schweitzer | Vice President | 2009 | now |
自傳 | Lynda Schweitzer is a portfolio manager and co-head of the global fixed income team at Loomis, Sayles & Company. With 37 years of investment industry experience, Lynda co-manages the Loomis Sayles Global Bond Fund, in addition to a suite of products outside the US and multiple global bond portfolios. She is also a member of the macro strategies, developed markets sovereign and global credit sector teams. Prior to joining Loomis Sayles in 2001 as a global portfolio specialist and trader, Lynda worked at Putnam Investments as a global bond trader for both developed and emerging markets. In her tenure at Putnam, Lynda was also a global fixed income trading assistant and custody operations supervisor. Previously, Lynda worked for State Street Bank and Trust Co. as a fund accountant, responsible for custody and pricing of global fixed income funds. She earned a BA from the University of Rochester and an MBA from Boston University. | ||
David W. Rolley | Vice President | 2009 | now |
自傳 | David Rolley is a Vice-President, Portfolio Manager and Co-Team Leader of the Global Fixed Income Group and Emerging Market Debt Group at Loomis Sayles. David has over 35 years of investment industry experience and is Co-Portfolio Manager for IA Clarington Loomis Global Allocation Fund. Prior to joining Loomis Sayles in 1994, he was a Principal and Director of International Capital Market Research at DRI/McGraw-Hill. His responsibilities included international interest rate and currency forecasting, and risk management consulting. | ||
Kenneth M. Buntrock | Vice President | 2009 | 2019 |
自傳 | Mr. Buntrock began his investment career in 1974 and joined Loomis Sayles in 1997. Mr. Buntrock holds the designations of Chartered Financial Analyst® and Chartered Investment Counselor. He earned a B.A. from Pennsylvania State University, an M.B.A. from the University of Pittsburgh. |
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