基本資料

投資策略

本基金主要投資於債券工具（包括但不限於浮動利率有價證券、固定利息有價證券、英國金邊債券及公司債）。本基金對債券工具之曝險可能因衍生性金融商品之運用而增加。於特定市場情形，基金之投資組合可能有高比例之流動性資產，如現金及類現金、存款、權證及貨幣市場工具。本基金亦得投資於其他資產，包括集合投資計畫、可轉讓證券及其他衍生性金融商品等其他資產工具。

本基金之目標係連續三年至五年期間提供資本穩定之收益。本基金並不保證能於前述或任何其他期間內達到該目標。投資之收益分配及投資價值可能上漲或下跌，且投資人可能無法取回原始投資金額。

基金經理人

• Russell Matthew
• 資歷 5年(2013-09-01 至今)

• Matthew Russell joined M&G in 2007 as a fund managers’ assistant covering fixed income funds. He became deputy manager of the Short Dated Corporate Bond strategy in 2011 and, two years later, was appointed manager. In 2015 he started managing the Gilt & Fixed Interest Income strategy and in June 2021 became manager of the European Inflation Linked Corporate Bond strategy and deputy manager of the UK Inflation Linked Corporate Bond strategy. Matthew has a BSc in economics from the University of Birmingham and is a CFA charterholder.

• Lord Ben
• 資歷 10年(2009-01-30 至今)

• Ben Lord joined M&G in 2007 and was appointed fund manager of the M&G High Interest Fund in February 2009. Since launch in September 2010, he has also been the co-manager on the M&G UK Inflation Linked Corporate Bond Fund and the M&G European Inflation Linked Corporate Bond Fund. Ben previously worked at Gordian Knot as a credit analyst covering global financial institutions. He obtained an MA (Hons) from the University of Edinburgh and is a CFA charterholder.

基金費用

聯絡資訊