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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 | - | 2022 | now |
Scott M. Service | Vice President | 2011 | now |
自傳 | Scott Service is a Portfolio Manager within the global fixed-income product team. He joined Loomis Sayles in 1995 and was promoted to analyst in 1999. From 2001 to 2003, he worked in Paris for Loomis Sayles' parent company, Natixis Global Asset Management. When he returned to Boston, he was asked to join the global fixed-income product team and became the team leader of the global credit sector team. Mr. Service earned a BS from Babson College and an MBA from Bentley College. He is a CFA® charterholder. | ||
Lynda L. Schweitzer | Vice President | 2009 | now |
自傳 | Lynda Schweitzer is a Portfolio Manager for the global fixed-income group. She joined Loomis Sayles in 2001 as a global portfolio specialist and trader. She previously worked for State Street Bank and Trust Co. as a fund accountant responsible for custody and pricing of global fixed-income funds, a global bond trader for both developed and emerging markets for Putnam Investments. Ms. Schweitzer earned her BA from the University of Rochester and her MBA from Boston University. She is a CFA® charterholder. | ||
David W. Rolley | Vice President | 2009 | now |
自傳 | David Rolley is the Co-Team Leader of the Global Fixed Income group and Emerging Market Debt group at Loomis, Sayles & Company. Prior to joining the firm in 1994, he was a principal and director of international capital market research at DRI/McGraw-Hill. He served previously as corporate vice president and senior U.S. economist for the institutional equity group at Drexel Burnham Lambert, and chief financial economist at Chase Econometrics. Mr. Rolley earned a BA from Occidental College and studied postgraduate economics at the University of Pennsylvania. | ||
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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