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17.970
+0.110
+0.62%
- 晨星评级:
- 总资产: 1.28B
Capital Group Global Allocation Fund LUX Z
17.970
+0.110
+0.62%
0P00012TZS概述
本页面提供资本集团全球资产配置基金(卢森堡) Z的详细介绍，帮助您了解0P00012TZS的高管、总资产、投资策略和联系方式等信息。
投资策略
该基金力求均衡达到以下三个目标：长期资本增长、保本及经常收益。一般而言，该基金将力求至少以其总净资产的 45%投资于股票，25%投资于投资级债券(包括货币市场工具)。该基金可以不超过其净资产的 15%投资于资产抵押证券/按揭抵押证券。该基金最多可以 2%投资于财困证券。该基金可以不超过其净资产的 5%投资于应急可换股债券。该基金最多可以基金净资产的 5%直接地或透过债券通投资于中国银行间债券市场。该基金可将不多于 15%的净资产用作证券借贷。
联络信息
地址
avenue John F. Kennedy, L-1855
Kennedy,
Luxembourg
Kennedy,
Luxembourg
电话
-
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Philip Chitty | Portfolio Manager | 2023 | now |
| 背景介紹 | Philip Chitty is a fixed income portfolio manager at Capital Group. He has 29 years of investment experience and has been with Capital Group for 19 years. Earlier in his career at Capital, as a fixed income investment analyst, Philip had macroeconomic responsibility for Western Europe, the UK and Japan. Prior to joining Capital, Philip was a senior European economist with ABN AMRO. Before that, he was an economist with HM Treasury. He holds a master's degree in economics from Birkbeck College, University of London. Philip is based in London. | ||
| Andrew A. Cormack | Portfolio Manager | 2021 | now |
| 背景介紹 | Andrew A. Cormack is a fixed income portfolio manager at Capital Group. He has 19 years of investment industry experience and has been with Capital Group for four years. Prior to joining Capital, Andrew worked as a portfolio manager at Western Asset Management. He holds a first-class honours degree in actuarial science from the London School of Economics and Political Science. He also holds the Investment Management Certificate. Andrew is based in London. | ||
| Anirudh A. Samsi | Portfolio Manager | 2019 | now |
| 背景介紹 | Anirudh Samsi is an equity portfolio manager at Capital Group. He has 26 years of investment experience and has been with Capital Group for 17 years. Earlier in his career at Capital, he was an equity investment analyst covering U.S. money centers, investment banks and global IT services, the U.S. insurance industry, as well as asset managers. Prior to joining Capital, Anirudh was an investment analyst for Franklin Templeton Investments. | ||
| Tomonori Tani | Partner | 2016 | now |
| 背景介紹 | Tomonori Tani is an equity portfolio manager at Capital Group. He has 25 years of investment industry experience and has been with Capital Group for 19 years. Earlier in his career at Capital, he was an equity investment analyst covering Asian (excluding Australia and India) banks and financials. Prior to joining Capital, he was an analyst and team leader for the Japanese financial sector with Fidelity Investments Japan and a portfolio manager of Fidelity Select Financial Service Fund. | ||
| Hilda L. Applbaum | Senior Vice President | 2014 | now |
| 背景介紹 | Hilda L. Applbaum is a portfolio manager at Capital Group. She also serves on the Global Solutions Committee. She has 37 years of investment industry experience and has been with Capital Group for 29 years. Earlier in her career, as an equity investment analyst at Capital, Hilda covered global convertible securities. Before joining Capital, she was a principal investment officer and director of research for the California Public Employees Retirement System, and a research analyst and economist at Federal Farm Credit Banks Funding Corp. in New York. | ||
| Paul Flynn | Senior Vice President | 2014 | 2023 |
| 背景介紹 | Paul Flynn is a portfolio manager at Capital Group. He has 26 years of investment experience and has been with Capital Group for 24 years. Earlier in his career, as an equity investment analyst at Capital, Paul covered the global auto industry, as well as European business services and beverage companies. Prior to joining Capital, Paul was a consultant with Bain and Company. He holds an MBA from Harvard Business School. Paul is based in Hong Kong. | ||
| Thomas H. Høgh | Vice President | 2019 | 2023 |
| 背景介紹 | Thomas H. Høgh is a fixed income portfolio manager at Capital Group. He has 36 years of investment experience and has been with Capital Group for 32 years. Earlier in his career, as a fixed income investment analyst at Capital, Thomas covered Yankee bonds, as well as various non-U.S. bond markets. Prior to joining Capital, Thomas held a number of positions at Privatbanken (now Nordea). He holds an MBA in finance, international business and management from Columbia Business School. | ||
| Robert H. Neithart | Executive Vice President | 2014 | 2021 |
| 背景介紹 | 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 35 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. | ||
| Mark A. Brett | Director | 2014 | 2019 |
| 背景介紹 | Mark A. Brett is a fixed income portfolio manager at Capital Group. He has 40 years of investment experience and has been with Capital Group for 25 years. Prior to joining Capital, Mark was an economist and strategist with Barclays de Zoete Wedd (formerly de Zoete and Bevan) in London. In addition, he was a director of BZW Capital Markets Ltd. and a member of the London Stock Exchange. Currently, he is a member of the CFA Institute U.K. and is a fellow of the Chartered Institute for Securities and Investment. Mark is based in London. | ||
| Joanna F. Jonsson | Senior Vice President | 2014 | 2016 |
| 背景介紹 | Joanna F. Jonsson is an equity portfolio manager at Capital Group. She is also president of Capital Research and Management Company and serves on the Capital Group Management Committee and the Target Date Solutions Committee. She has 34 years of investment experience and has been with Capital Group for 32 years. Earlier in her career, as an equity investment analyst at Capital, Jody covered insurance, U.S. household & personal care, restaurants & lodging and cruise lines companies. | ||
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