資本集團全球機會高收益債券基金(盧森堡) X停止銷售

34.43歐元0.05(0.15%)
2018/03/29更新
績效 / 
1月0.58%
3月1.35%
1年9%
晨星評等

基本資料

基金公司/總代理人
街口證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
歐元
基金組別
全球債券 - 靈活策略
基金家族
Capital Group
公開說明書基準指數
-
晨星組別基準指數
BBgBarc Global Aggregate TR USD
基金規模
0.00百萬截至 -
年初至今報酬率
1.77%
殖利率
0.00
晨星評等
成立日期
2000-10-03

投資策略

長期以投資於高收益有價證券來取得較高帶總收益,透過主要投資於一般於其他管制市場登記上市或進行交易之公司及新興市場國家帶政府公債,及以各國貨幣或多國貨幣(包括新興市場通貨)持有,以達到能夠獲取最高報酬的目的。亦可購買未上市債券進行投資,但需受到“一般投資規範及限制”相關規範但限制。

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Daigle David
  • 資歷 6年(2012-05-01 至今)
  • David A. Daigle is a fixed income portfolio manager at Capital Group. He has 29 years of investment industry experience, all with Capital Group. Earlier in his career at Capital, David also had investment analyst responsibilities and covered multiple industries including health care, wireless communications, technology and transportation. He holds an MBA with honors from the University of Chicago Booth School of Business and a bachelor's degree in business administration from the University of Vermont. David is based in New York.
  • Neithart Robert
  • 資歷 16年(2002-09-01 至今)
  • Robert H. Neithart is a fixed income portfolio manager at Capital Group. He is chair of Capital Strategy Research, Inc., and serves on the Fixed Income Management Committee. Rob's investment responsibilities are focused on emerging market debt and global high-income portfolios. He has 34 years of investment experience, all with Capital Group. Rob began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor's degree in economics from Occidental College graduating cum laude.

基金費用

最低認購金額
2,000,000歐元
申購手續費
-
保管費
-
分銷費
0.00%
管理費
1.00%
最高管理費
1.00%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
街口證券投資信託股份有限公司
聯絡電話
(02)2750-5555
基金顧問地址
台北市大安區市民大道三段206號9樓
基金顧問網址
www.jkoam.com