基本資料

投資策略

美元高入息債券基金藉著主要投資於以美元計值及產生收益的債務證券、優先股及可換股證券，側重高孳息市場中評級較高的層份，尋求達致資本增值。在一般情況下，該組合基金會將其資產至少三分之二投資在評級低於投資級別的債務證券多元化投資組合。低於投資級別債務證券乃評級低於穆迪「Baa3」級，標準普爾「BBB-」級或獲另NRSRO 等值評級，或未獲評級及相信屬類似質素的債務證券。該組合基金一般不會購入評級低於標準普爾或穆迪的「B」級或獲另一NRSRO等值評級或未獲評級及相信屬類似質素的債務證券。所有評級在作出投資之時適用。若某一證券的評級在購入之後有變動，該證券可由組合基金經理酌情決定繼續持有。

基金經理人

• de Leon Jennifer
• 資歷 3年(2015-05-06 至今)

• Jennifer Ponce de Leon is a senior portfolio manager and head of the High Yield Fixed-Income Sector Team at Columbia Threadneedle Investments. Ms. Ponce de Leon joined one of the Columbia Threadneedle Investments legacy firms in 1997 as a senior credit analyst covering high yield bonds and was promoted to portfolio manager in 2000. She assumed her current role in 2003. Previously, Ms. Ponce de Leon worked at T. Rowe Price Associates as a vice president and senior credit analyst covering high yield bonds. Prior to that, Ms. Ponce de Leon held a similar position at Stein Roe & Farnham. She has been a member of the investment community, specializing in high yield bonds, since 1989. Ms. Ponce de Leon received a B.A. in business administration from Augustana College and an MBA with a concentration in finance from DePaul University.

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