基本資料

投資策略

環球高收益債券基金以盡量提高總回報為目標，並以貫徹環境、社會及管治（「ESG」）投資原則的方式進行投資。基金將其至少70%的總資產投資於全球各地高收益定息可轉讓證券。基金可投資於全線可供選擇的定息可轉讓證券，包括非投資級證券。貨幣風險將靈活管理。

基金經理人

• Turner James
• 資歷 5年(2019-02-01 至今)

• Mr. Turner joined Oaktree in 2001 and serves as portfolio manager for the European High Yield Bond strategy, co-portfolio manager for the Global High Yield Bond and European Senior Loan strategies and assistant portfolio manager for the European CLO strategy. Over the years he has covered a wide range of sectors and invested through a number of financial cycles. Previously, he was employed by Schroder Salomon Smith Barney as an associate in both the Mergers & Acquisitions and Financial Sponsors divisions, working on a number of high profile public transactions. He qualified as a Chartered Accountant with Deloitte & Touche and is an honours graduate of the University of Nottingham, England.

• Delbos David
• 資歷 9年(2015-02-18 至今)

• Managing Director of BlackRock, Inc. since 2012; Director of BlackRock, Inc. from 2007 to 2011; Vice President of BlackRock, Inc. from 2005 to 2006.

• Garfin Mitchell
• 資歷 9年(2015-02-18 至今)

• Managing Director of BlackRock, Inc. since 2009 and Co-Head of U.S. Leveraged Finance; Director of BlackRock, Inc. from 2005 to 2008.

基金費用

聯絡資訊