基本資料

投資策略

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新興市場國家之固定收入有價證券及其衍生性商品，與以新興市場國家貨幣為主之貨幣市場工具以及貨幣衍生性商品。

本子基金至少將總資產之三分之二投資於：

1. 在新興市場國家註冊或從事主要營業活動者所發行之固定收入有價證券與以新興市場國家貨幣為主之貨幣市場工具；

2. 連結固定收入有價證券之衍生性商品，該固定收入有價證券係由在新興市場國家註冊或從事主要營業活動者所發行，以及連結新興國家市場貨幣之衍生性商品。

基金經理人

• Frick Peter
• 資歷 7年(2012-12-31 至今)

• Peter Frick is a vice president of Loomis, Sayles & Company and portfolio manager for the Natixis Loomis Sayles Emerging Debt & Currencies Fund, in addition to multiple emerging market portfolios. Peter began his investment industry career in 1986 and joined Loomis Sayles in 2004 as a global bond product manager. He was promoted to portfolio manager in 2012. Prior to Loomis Sayles, he worked at Fleet Boston Financial as director of foreign exchange and interest rate risk management, with a focus on emerging markets. Previously, he was assistant vice president in the foreign exchange and interest rate risk management department at Banque Bruxelles Lambert in Paris, France, and also worked in the capital markets department of UBS in both Zurich, Switzerland and New York. Peter earned a Master of Economics from the University of St. Gallen, Switzerland.

• Sternberg Edgardo
• 資歷 12年(2007-09-26 至今)

• Edgardo Sternberg：1990 年開始投資生涯，於 2005 年加入 Loomis Sayles，自基金成立起便負責操盤，擁有麻省理工學院企管碩士學歷。

• Rolley David
• 資歷 12年(2007-09-26 至今)

• David Rolley，CFA（特許財務分析師）：1980 年開始投資生涯，於 1994 年加入 Loomis Sayles，自基金成立起便負責操盤，擁有西方學院（Occidental College）文學士學位。

基金費用

聯絡資訊