基本資料

投資策略

將其資產至少三分之二投資於由巴西政府、設立巴西或主要於巴西從事活動之國際與超國家組織、國有企業、私人借款人與半官方發行人所發行之債券商品與憑證。

若係投資於政府債券，則子基金得將其資產之100%投資於單一政府所發行之標的上。該等政府債券必須至少分成六次不同發行，投資於同一次發行之政府債券之金額不得超過該子基金淨資產總額的30%。在減去流動資產之後，子基金可投資其資產之至少三分之一於貨幣市場商品上。其最多可以投資其資產之25%於可轉換債券、可交換債券以及與認股權證連結之債券以及可轉換公司債上。

基金經理人

• Fehm Uta
• 資歷 0年(2016-06-01 至今)

• Uta Fehm is responsible for analysis and management of investments in emerging market sovereign debt portfolios at UBS Asset Management. She has portfolio strategy responsibility and manages the development of emerging market products.She also serves as the Deputy Head for Emerging Market debt.
  Prior to joining the firm, Uta worked at Deutsche Asset Management in the Client Relation department and in Fixed Income Portfolio Management. She has investment industry experience since 1991 and is specialized in emerging markets since 1999. Uta holds a Master’s degree in Economics from the Technical University of Dresden (Germany).

• Arsenin Igor
• 資歷 1年(2015-10-15 至今)

• Kaune Federico
• 資歷 1年(2015-10-13 至今)

• As Head of Emerging Markets Fixed Income, Federico Kaune oversees the management of all emerging markets portfolios, including research, formulation and implementation of investment strategy, and trading. 
  
  Prior to joining UBS Asset Management in July 2015, Federico was Senior Portfolio Manager for Emerging Market Debt and Global Asset Allocation strategies at Baffin Advisors. 
  From 2002 to 2014, he held various roles at Morgan Stanley Investment Management (MSIM), including five years as Co-Head of Emerging Market Debt and Senior Portfolio Manager responsible for managing both hard and local currency emerging market debt portfolios. 
  
  Before joining MSIM, Federico was Senior Andean Economist at Goldman Sachs for five years, and prior to that, he served as an Economist at the International Monetary Fund (IMF) in Washington D.C.
  
  Federico holds a Ph.D. and Masters in Economics from the University of Chicago. He is a member of the American Economic Association.

基金費用

聯絡資訊