基本資料

投資策略

本基金的目標是在保存資本及審慎投資管理的原則下，賺取最高總回報（即透過深入研究及慎重考慮，確立及施行一些貫徹一致、規律嚴格並具成本效益的投資的策略，以及持續監察個別證券與總投資組合的風險）。

本基金將其最少三分之二的資產投資於一項以全球各種主要貨幣計價的固定收益工具（可包括由政府、主權機構、企業 等發行的證券）組成的多元化投資組合。本基金主要投資於投資級別固定收益工具，惟可將其資產最多達 10%投資於評級低於穆迪的 Baa 或標準普爾的 BBB 評級或獲惠譽給予的同等評級，但最少須獲穆迪或標準普爾給予 B 評級或獲惠譽 給予同等評級（或若未有評級，則須獲投資顧問視為具備相若質素）的固定收益工具，但並無最低信貸評級規定的按揭 保證證券例外。雖然對按揭證券並無最低信貸評級規定，但在計算低於投資級別證券的上述 10%限額時將計及低於投資級別的按揭證券。

基金經理人

• Balls Andrew
• 資歷 4年(2014-09-26 至今)

• Mr. Balls is PIMCO's CIO Global Fixed Income. Based in the London office, he oversees the firm’s European, Asia-Pacific, emerging markets and global specialist investment teams. He manages a range of global portfolios and is a member of the Investment Committee. Previously, he oversaw European portfolio management, and was a global portfolio manager in the Newport Beach office and the firm’s global strategist.

• Pagani Lorenzo
• 資歷 4年(2014-09-26 至今)

• Dr. Pagani is a managing director and portfolio manager in the London office. He leads the European rates desk and is a member of the global bond and real return portfolio management teams, and is responsible for European and UK liability-driven investing (LDI) portfolio management. Additionally, he is a member of the European portfolio committee, the counterparty risk committee, and the best execution committee. He also serves as lead of talent management for portfolio management outside of the U.S. Dr. Pagani is also a director of PIMCO Europe Ltd. Prior to joining PIMCO in 2004, he was with the nuclear engineering department at the Massachusetts Institute of Technology (MIT) and with Procter & Gamble in Italy. He has 21 years of investment experience and holds a Ph.D. in nuclear engineering from MIT. He graduated from the Financial Technology Option program of MIT/Sloan Business School and holds a joint master of science degree from the Politecnico di Milano in Italy and the Ecole Centrale de Paris in France.

• Gupta Sachin
• 資歷 4年(2014-09-26 至今)

• Mr. Gupta is a managing director in the Newport Beach office, global portfolio manager, and leader of the global desk. He is an advisory member of the Asia-Pacific portfolio committee and has previously served on the Investment Committee, the emerging markets portfolio committee, and European portfolio committee. Previously at PIMCO, he was in the London office managing European liability-driven investment (LDI) portfolios, and in the Singapore office on the global portfolio management team.

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