基本資料

投資策略

本基金旨在透過由12個月內到期的短期定息證券組成的投資組合，以獲取最大的投資回報，同時提供高度資本保障。此外，本基金的資產可包括浮息債券及期限超過12個月的債券，但發行條款須規定或在採用足夠的工具或技巧後，債券的利率因應市場狀況至少每年調整一次。現金及等同於現金之投資(包括剩餘期限不足一年的貨幣市場工具)可最高佔本基金的49%。

基金經理人

• Mueller Paul
• 資歷 17年(2001-07-01 至今)

• Paul joined Invesco as Fixed Income Product Director with responsibility for our UK enhanced and short Gilt Products. After moving to portfolio management, Paul manages a number of Sterling and Euro single currency funds, including those with large Index Linked elements, and several global bond funds. Paul has official decision making responsibilities for UK Duration, Euro Short Duration, UK and Europe Yield Curve, UK and European Inflation Linked Bonds, and UK versus Europe country spread. Previously, Paul worked within Local Government for seven years qualifying as an accountant (CPFA) with the London Borough of Hillingdon in 1993. He began his investment career with the Union Bank of Switzerland in 1995 as a consultant advising Public Sector clients. Paul has a degree from Essex University in Accountancy, Finance and Economics.

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