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基金的主要投資目標為尋求符合審慎投資風險的以歐元計值的高當前收入,次要投資目標為保本。基金主要投資於歐洲的債務證券投資組合.基金透過信用及行業揀選作為其追求增值的主要手法,而以期限管理作為次要考慮因素。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Benjamin R. Nastou | Portfolio Manager | 2011 | 2018 |
背景介紹 | Benjamin R. Nastou, CFA, is an investment officer, portfolio manager and quantitative research analyst at MFS Investment Management® (MFS®). He is a member of the portfolio management teams of the firm's commodity and global multi-asset strategies. Ben joined MFS in 2001 as a fixed income research associate and was promoted to quantitative research analyst in 2003. He was named portfolio manager in 2010. Ben has a bachelor's degree from Dartmouth College. He is a member of the Boston Security Analysts Society, Inc., and holds the Chartered Financial Analyst designation from the CFA Institute. | ||
Natalie I. Shapiro | Investment Officer and Portfolio Manager | 2011 | 2018 |
背景介紹 | Natalie I. Shapiro, Ph.D. is an Investment Officer, Portfolio Manager and Quantitative Fixed Income Research Analyst at MFS Investment Management® (MFS®). Prior to joining MFS in 1997, Natalie served as a research associate for the Federal Reserve Bank of Boston. Natalie has earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania. | ||
James J. Calmas | Portfolio Manager | 1999 | 2018 |
背景介紹 | James J. Calmas is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager of the firm's strategic income, intermediate bond and limited maturity portfolios. He is a member of the MFS Fixed Income Strategy Group. Jim joined MFS in 1988 and was named portfolio manager in 1990. He is a graduate of Dartmouth College and holds an MBA degree from the Amos Tuck School of Business Administration of Dartmouth College. |
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