基本資料

投資策略

本基金的主要透過將子基金其至少三分之二的淨資產投資於公共機構和私人借款人發行的固定收入和浮動利率債券和債權，以達致保本、資本流動及提高經常性收入。投資的貨幣為子基金貨幣或可轉換為子基金貨幣的其它貨幣。

基金經理人

• Haldi Géraldine
• 資歷 4年(2015-08-01 至今)

• Géraldine Haldi is a member of the fixed income team based in Zurich and is lead Portfolio Manager for several actively managed US dollar credit portfolios. In addition, Géraldine is managing passive single and multi-currency segregated mandates and funds. In that role she is also responsible for managing currency risk as well as executing FX transactions for the Zurich FI team. She joined UBS Asset Management as quantitative analyst in 2007 after graduating her master studies in finance and business administration in Basel. She moved to the portfolio manager role in 2011.

• Pavic Marko
• 資歷 6年(2013-08-31 至今)

• Marko Pavic is a member of the Eurodollar Fixed Income team at UBS Asset Management with responsibilities for the management of USD money market and USD short- and medium term investment portfolios. In addition, he is deputy fund manager for CHF, AUD and CAD money market funds as well as for long term and corporate credit investment portfolios in USD. Marko is a member of the Eurodollar Fixed Income Strategy committee and the European Money Market committee. Prior to joining UBS in 2013, Marko was a fund manager at Clariden Leu in Zurich for short term strategy funds in various currencies. He took a major role in launching Clariden Leu's Liquidity Solution franchise. After merging with Credit Suisse, Marko was a fund manager for Credit Suisse Zurich, managing short duration credit funds and floating rate strategy funds in USD und EUR. In addition, he was deputy fund manager for Credit Suisse money market funds. At Clariden Leu and Credit Suisse he also was member of the Fixed Income corporate credit committee, responsible for the banking and financials sector.

• Findling Anna-Huong
• 資歷 8年(2011-08-01 至今)

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