寻求从一个积极管理的债券投资组合,取得以美元计价的高收益。资本增长为次要目标。附属基金接受积极管理,以透过主要投资于属于洲际交易所美银 已发展市场高收益受限基准指数(「基准」)领域一部分的证券, 捕捉国际高收益企业债务市场中的机遇。作为投资过程的一部分, 投资经理对附属基金投资组合的组成成分拥有广泛酌情权,并可以根据其投资信念,对不包含在基准内的公司、国家或界别作出投资参与或持有在存续期、地理分布及/或界别或发行人挑选方面不同于基准的持仓,尽管基准的成分一般为附属基金投资组合的代表。因此,与基准的偏差可能属重大。附属基金投资于主要由欧洲或美洲公司发行的国际定息及浮息证 券。具体而言,附属基金主要(即最少为净资产的 51%)投资于企业 高孳息债券。附属基金可将净资产最多 100%投资于次投资级别 或如未获评级(即证券本身及其发行人均无信贷评级)则被投资 经理视为相当于该等级别的评级的固定收益债务证券。附属基金 并不将净资产 10%以上投资于由单一国家(包括该国家的政府及 任何公营或当地机关)发行或担保的次投资级别证券。附属基金可投资于或投资参与可赎回债券的总资产并无任何特定 限制。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Chris Ellis | - | 2022 | now |
Robert J. Houle | Portfolio Manager/Analyst | 2021 | now |
背景介紹 | 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. | ||
Michael Graham | Portfolio Manager | 2021 | now |
背景介紹 | 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 | ||
Yves Berger | - | 2021 | now |
Carl Whitbeck | Head | 2012 | 2021 |
背景介紹 | Carl Whitbeck, CFA® is the Global Head of High Yield and US Active Fixed Income at AXA IM.. Mr. Whitbeck joined AXA IM in 2002 as a U.S. high yield analyst. Since joining AXA IM, he has served in various capacities within the U.S. High Yield team, including research analyst, head of research as well as portfolio manager for U.S. High Yield portfolios and several Global High Yield portfolios. Prior to joining AXA IM in 2002, Carl was an analyst in the investment banking division of Lehman Brothers, where he performed financial analysis on companies in the consumer and retail sectors, and worked on a variety of M&A and high yield transactions. Carl holds a B.A. from Williams College and has the CFA professional designation. | ||
James Gledhill | Head | 2012 | 2021 |
背景介紹 | James is a Portfolio Manager within the EU and Global High Yield team in fixed income. In addition to leading the European High Yield team, he is responsible for managing core high yield portfolios, a role which he has held since joining AXA IM in 2011. Prior to joining AXA IM, James worked at Henderson Global Investors (previously Henderson New Star), as the Head of Fixed Income for four years; he also launched and managed a range of high yield funds for another six years. Prior to that, James worked for M&G and Prudential M&G for eight years, where he launched and managed their flagship high yield funds. James holds a Bachelor’s degree in Material Sciences from Trinity College, Oxford; and is an associate of the Institute of Investment Management & Research. | ||
Andrew Wilmont | - | 2006 | 2012 |
背景介紹 | Andrew specialises in corporate bonds, particularly in (global) high yield and cross-over credits. Prior to joining AXA IM, Andrew held positions at Pareto Partners, New Flag Asset Management and Saudi International Bank, having started his career in London as a fundamental (Credit and equity) analyst. Andrew holds a MA in business and a LLM both from the Vrije Universiteit in Amsterdam, The Netherlands and is a CFA® Charterholder. |
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