基本資料

投資策略

本子基金之目標主要係藉由投資全球企業所發行的高收益公司債，該全球企業尤指註冊於北美與歐洲者，透過債券利息收入和資本增值以達成目標報酬。

為了實現投資目標，將可能投資公司所發行之債劵，和金融衍生工具如期貨、選擇權、交換合約、交換選擇權、遠期外匯合約、店頭外匯選擇權和信用違約交換，並可在通過認可的交易所或店頭市場交易。

本子基金最少三分之二之總資產（排除流動性資產）將投資於全球企業所發行且無投資評等或低於標準普爾BBB-或穆迪Baa3評等之債劵。

基金經理人

• Mathews Kevin
• 資歷 3年(2014-08-05 至今)

• Kevin Mathews joined Aviva Investors in August 2014. Previously,Mathews joined Pilgrim America as a portfolio manager in June 1995. Previously, between 1987 and 1995, he worked at Van Kampen Merritt Investment Advisory Corporation as a vice president and portfolio manager. Prior to that, he spent two years as a vice president at Southmark Corporation, where he traded money-market and short-term corporate securities and reviewed long-term, high-yield credits.

• Kara Sunita
• 資歷 4年(2013-08-12 至今)

• Sunita Kara joined Aviva Investors in 2013 and the investment management industry in 2001. Before joining Aviva Investors, Sunita was a Global High Yield Portfolio Manager for Baring Asset Management in London. Prior to assuming the role of Portfolio Manager in 2008, she was a Senior Credit Securities Analyst responsible for researching global investment grade and high yield Corporates in the consumer sector. Her prior experience includes positions as a Senior Credit Analyst with Standard & Poor抯 and as an Economic Analyst with HM Treasury. Sunita holds a BSc (Hons) in Economics from Brunel University and is a CFA charterholder.

• Finck Brent
• 資歷 4年(2013-05-20 至今)

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