基本資料

投資策略

本基金的投資目標，是透過維持資本及審慎的投資管理，尋求最大總報酬。本基金將透過投資各種資產類別，例如根據本基金投資策略所述之股票證券及股票相關證券、固定收益工具及貨幣， 以及商品相關工具及不動產相關工具（惟非直接投資於商品及不動產）。本基金可透過投資於固定收益證券、股票證券及股票相關證券及/或衍生性金融商品工具（例如可能是交易所買賣或場外交易之交換協議、期貨及期權）達到希冀之曝險。本基金對衍生性金融商品之使用可能包括使用衍生性金融商品產生合成型空頭部位。

基金經理人

• Murata Alfred
• 資歷 0年(2024-04-19 至今)

• Mr. Murata is a managing director and portfolio manager in the Newport Beach office, managing income-oriented, multi-sector credit, opportunistic and securitized strategies. Morningstar named him Fixed-Income Fund Manager of the Year (U.S.) for 2013. Prior to joining PIMCO in 2001, he researched and implemented exotic equity and interest rate derivatives at Nikko Financial Technologies. He holds a Ph.D. in engineering-economic systems and operations research from Stanford University. He also earned a J.D. from Stanford Law School and is a member of the State Bar of California.

• Ivascyn Daniel
• 資歷 0年(2024-04-19 至今)

• Mr. Ivascyn is Group Chief Investment Officer and a managing director in the Newport Beach office. He is lead portfolio manager for the firm’s income strategies and credit hedge fund and mortgage opportunistic strategies. Prior to joining PIMCO in 1998, he worked at Bear Stearns in the asset-backed securities group, as well as T. Rowe Price and Fidelity Investments. He holds an MBA in analytic finance from the University of Chicago Graduate School of Business and a bachelor's degree in economics from Occidental College.

• Sharef Emmanuel
• 資歷 4年(2019-12-24 至今)

• Dr. Sharef is an executive vice president and portfolio manager in the Newport Beach office. He is a member of the Americas Portfolio Committee and has served as a rotating member of the Investment Committee. Prior to joining PIMCO in 2011, he worked in the mortgage credit strategists group at Morgan Stanley. He has over 11 years of investment and financial services experience and holds a Ph.D. in operations research from Cornell University, specializing in statistics and biometrics. He received an undergraduate degree from Princeton University.

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