基本資料

投資策略

尋求從一個積極管理的債券投資組合，取得閣下以美元計價的投資的高收入及長期增長。附屬基金接受積極管理，以透過主要投資於屬於洲際交易所美銀美國高收益主要II基準指數（「基準」）領域一部分的證券，捕捉美國高收益債務市場中的機遇。作為投資過程的一部分，投資經理對附屬基金投資組合的組成成分擁有廣泛酌情權，並可以根據其投資信念，對不包含在基準內的公司、國家或界別作出投資參與或持有在存續期、地理分佈及／或界別或發行人挑選方面不同於基準的持倉，儘管基準的成分一般為附屬基金投資組合的代表。因此，與基準的偏差可能屬重大。 附屬基金投資於由美國公司發行的次投資級別企業債券（高孳息債券）。

基金經理人

• Houle Robert
• 資歷 3年(2021-08-13 至今)

• Rob is a Portfolio Manager/ Analyst within the US High Yield team, a role he has held since 2008. In addition to managing core high yield portfolios, he is also responsible for research coverage of the basic industry sector.
  Rob joined AXA IM in 2005 as a US High Yield Credit Analyst. Before joining AXA IM, he was a Trader for three years on the institutional equity trading desk at Lehman Brothers where he traded energy related stocks.
  
  Robert holds a Bachelor’s degree in Economics and Psychology from Williams College; and is also a CFA charterholder.

• Graham Michael
• 資歷 3年(2021-08-13 至今)

• Michael is a Portfolio Manager within the US high yield team in fixed income, responsible for managing core strategies, a role he has held since 2010. In addition, he is responsible for covering the energy sector research, a responsibility he has held since joining AXA IM in 2007. 
  
  Prior to AXA IM, he was an Analyst for two years in the fixed income division of Bear Stearns, where he performed financial analyses and quantitative support for the Public Power group.
  
  Michael holds a Bachelor’s degree in Economics from Williams College; and he is also a CFA charterholder

基金費用

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