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The sub-fund invests for total return primarily in a diversified portfolio of Investment Grade rated fixed income (e.g. bonds) and other similar securities from around the world, denominated in US dollars, while promoting ESG characteristics within the meaning of Article 8 of SFDR. The sub-fund aims to do this with a higher ESG rating than the Bloomberg US Aggregate (the “Reference Benchmark”), calculated as a weighted average of the ESG ratings of the issuers of the sub-fund’s investments, versus the weighted average of the ESG ratings of the Reference Benchmark constituents. The weighted averages of the ESG ratings for both the sub-fund and Reference Benchmark will be calculated at sub-fund and asset class level, which enables the sub-fund’s ESG performance to be evaluated at sub-fund or asset class level.
Name | Title | Since | Until |
---|---|---|---|
Jerry Samet | Senior Portfolio Manager | 2018 | Now |
Biography | Mr. Samet is a Senior Portfolio Manager for US Fixed Income portfolios. He joined HSBC Global Asset Management in February 1996. Prior to joining HSBC, Mr. Samet worked for Bankers Trust in the Investment Management Group for 8 years. He was a portfolio manager/trader for eight years and has been working in the industry since 1988. Mr. Samet has a BA in Economics and History from The City University of New York and an MBA in Finance, with a concentration in portfolio management from Fordham University. | ||
Kate Morrissey | - | 2016 | 2018 |
Laurent Lacroix | - | 2014 | 2016 |
Guy Dunham | Trader | 2011 | 2014 |
Biography | Guy Dunham is a strategist and lead portfolio manager in the International Fixed Income Group. He focuses on pan-European bond strategies, and is heads of the European, UK and Global ex-US Portfolio Management Team. An employee since 1997, he previously managed a range of European and global fixed income portfolios. Prior to this, he spent five years at Lazard Asset Management where he was initially a member of the Performance and Risk Analysis Team, before moving to the Fixed Income desk, where he covered global bond markets. Before Lazard, Guy worked as an actuarial associate in the Employee Benefits division of Towers Perrin. He obtained an MA (Hons) in Mathematics from Cambridge University. | ||
Azim MEGHJI | Head | 2008 | 2011 |
Biography | Mohamed Azim Meghji, Head of Fixed Income at Santander Asset Management UK, has 17 years’ experience in fund management. He joined Santander Asset Management UK in October 2011. Prior to joining, Azim worked at HSBC Global Asset Management where he had overall responsibility for all credit investment funds in London – this included Sterling, US and Global credit products for both retail and institutional clients. During his time at HSBC, Azim was also a member of various committees including the Global Strategic and Credit Committees as well as being the chair of the Global Credit Asset Allocation Committee. Prior to this, Azim was a Credit Research Analyst both in London and New York. He began his career with Deutsche Bank in 2000 as an analyst having just graduated with a First Class honours degree in Economics. He holds the IMC and SFA qualification and is also a CFA Charterholder. | ||
Jerry Samet | Senior Portfolio Manager | 1999 | 2008 |
Biography | Mr. Samet is a Senior Portfolio Manager for US Fixed Income portfolios. He joined HSBC Global Asset Management in February 1996. Prior to joining HSBC, Mr. Samet worked for Bankers Trust in the Investment Management Group for 8 years. He was a portfolio manager/trader for eight years and has been working in the industry since 1988. Mr. Samet has a BA in Economics and History from The City University of New York and an MBA in Finance, with a concentration in portfolio management from Fordham University. | ||
David I. Fisher | Chairman | 2001 | 2005 |
Biography | David is an equity portfolio manager at Capital Group. He is chairman emeritus of Capital Group International, Inc. He has 47 years of investment experience and has been with Capital Group for 43 years. Before joining Capital, he was an officer of Smith Barney & Co. and a marketing executive with General Electric Company. David holds a master’s degree from the University of Missouri , and a bachelor’s degree from the University of California, Berkeley. He serves as a member of the Los Angeles Society of Financial Analysts and the International Society of Security Analysts. |
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