本基金的目标是在审慎投资管理的原则下赚取最高总回报(即透过深入研究及慎重考虑,确立及施行一些贯彻一致、 规律严格并具成本效益的投资的策略,以及持续监察个别证券与总投资组合的风险)。 本基金将其最少三分之二的资产投资于一项由不同年期的固定收益工具(可为公司固定收益工具)组成的多元化组 合。本基金可将其全部资产投资于高孳息证券(其在支付利息或偿付本金方面出现拖欠情况,或存在有关该等付款拖 欠情况的迫切风险),惟获穆迪或标准普尔给予低于 B 级或获惠誉给予同等评级(或若未有评级,则须获投资顾问视 为具备相若质素)的证券所佔资产比例不得超过 10%。本基金亦可无限额投资于在经济上与新兴证券市场有连繫的发 行机构的固定收益工 具。 本基金将运用以环球固定收益为本的策略,该策略寻求运用投资顾问的总回报投资过程及理念。投资组合的构建乃基 于广泛分散投资环球固定收益板块的原则。该策略专注于透过信贷质素的改善而具备资本增值潜力的基本面稳健或正 在改进的证券。由上而下及由下而上的策略乃用于识别可产生稳定回报的多重价值来源。运用由上而下的策略时,会 从宏观角度考虑在中期内可能影响环球经济及金融市场的各种力量。由下而上的策略则带驱动证券甄选过程,有利识 别和分析价值偏低的证券。 本基金可持有非美元计价固定收益工具及货币持仓(可透过金融衍生工具投资项目而受到积极管理)。非美元计价货 币持仓以总资产的 20%为限。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Alfred T. Murata | Portfolio Manager | 2016 | now |
背景介紹 | Mr. Murata is a managing director and portfolio manager in the Newport Beach office, managing income-oriented, multi-sector credit, opportunistic and securitized strategies. Morningstar named him Fixed-Income Fund Manager of the Year (U.S.) for 2013. Prior to joining PIMCO in 2001, he researched and implemented exotic equity and interest rate derivatives at Nikko Financial Technologies. He holds a Ph.D. in engineering-economic systems and operations research from Stanford University. He also earned a J.D. from Stanford Law School and is a member of the State Bar of California. | ||
Daniel J. Ivascyn | Deputy CIO | 2016 | now |
背景介紹 | Mr. Ivascyn is Group Chief Investment Officer and a managing director in the Newport Beach office. He is lead portfolio manager for the firm’s income strategies and credit hedge fund and mortgage opportunistic strategies. Prior to joining PIMCO in 1998, he worked at Bear Stearns in the asset-backed securities group, as well as T. Rowe Price and Fidelity Investments. He holds an MBA in analytic finance from the University of Chicago Graduate School of Business and a bachelor's degree in economics from Occidental College. | ||
Eve Lagrellette Tournier | Portfolio Manager | 2010 | now |
背景介紹 | Ms. Tournier is a managing director in the London office and head of pan-European credit portfolio management. Prior to joining PIMCO in 2008, she was a managing director and European head of high yield credit trading with Deutsche Bank in London. Previously, she worked in credit derivatives trading at Deutsche Bank and at J.P. Morgan in New York. She holds a master’s degree in operations research and financial engineering from Cornell University and an undergraduate degree from Ecole Centrale de Lyon. | ||
Curtis A. Mewbourne | Managing Director / Portfolio Manager | 2005 | 2016 |
背景介紹 | Mr. Mewbourne is a managing director and head of portfolio management in the New York office. He manages institutional accounts and mutual funds across a wide range of strategies. Prior to joining PIMCO in 1999, he was a bond trader at Salomon Brothers and at Lehman Brothers. He holds an engineering degree in computer science from the University of Pennsylvania. |
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