美盛凱利美國積極成長基金A類股美元配息型(A)

211.09美元0.13(0.06%)
2023/06/05更新
績效 / 
1月4.11%
3月2.38%
1年0.55%
晨星評等

基本資料

基金公司/總代理人
富蘭克林證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
美國靈活型股票
基金家族
Franklin Templeton International Services S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
Russell 3000 TR USD
基金規模
220.30百萬截至 2023-06-02
年初至今報酬率
10.40%
殖利率
0.00
晨星評等
成立日期
2007-04-20

投資策略

미국 정규시장에서 상장되거나 거래되는 것으로 S&P 500 지수에 편입된 회사들의 평균 수익 및/또는 현금흐름 성장률을 초과하는 수익 및/또는 현금흐름의 성장을 보이거나 이를 달성할 가능성이있다고 생각되는 미국 회사들의 보통주에 투자함으로써 장기적인 자본이득 창출을 추구합니다.

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Green Aram
  • 資歷 2年(2021-03-31 至今)
  • Aram co-manages the Small Cap Growth, Mid Cap Growth and SMID Cap Growth products, and manages the Select strategy. He has 19 years of investment industry experience and began his career in asset management as an equity analyst at Hygrove Partners, LLC. Aram joined ClearBridge Investments as a research analyst in the Information Technology sector in 2006 before being named a portfolio manager. He is a member of the ClearBridge Management Committee.
    
    Prior to joining Hygrove, Aram was co-founder and executive vice president of iCollege, an infrastructure software company catering to the educational market place. In 2001, iCollege was acquired by BlackBoard Inc.
    
    Aram earned a BA in Economics from Union College. Aram serves as a board member for several non-profit organizations.
  • Bauman Evan
  • 資歷 16年(2007-04-20 至今)
  • Evan co-manages the Aggressive Growth, Multi Cap Growth and All Cap Growth strategies. He has 24 years of investment industry experience, all with the firm and its predecessors.
    
    Evan joined the organization in 1996 as an intern before graduating with a BS in Mathematics from Duke University.

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.30%
最高管理費
1.30%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
富蘭克林證券投資顧問股份有限公司
聯絡電話
(02)2781-0088
基金顧問地址
台北市忠孝東路四段87號8樓
基金顧問網址
www.franklin.com.tw