美盛凱利美國大型公司成長基金A類股美元配息型(A)

471.84美元0.07(0.02%)
2021/07/29更新
績效 / 
1月2.19%
3月6.03%
1年33%
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
美國大型增長型股票
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 1000 Growth TR USD
基金規模
2,440.53百萬截至 2021-07-28
年初至今報酬率
13.20%
殖利率
0.00
晨星評等
成立日期
2007-04-20

投資策略

本基金尋求賺取長期資本增值。

本基金將其資產淨值至少70%,集中投資於由大市值美國公司發行,並在受監管市場上市或買賣的股本證 券。本基金的核心持有將為大市值美國公司,該等公司在彼等各自的行業中舉足輕重,業務範圍遍及全球,並且往 績悠久。

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

  • Vitrano Margaret
  • 資歷 9年(2012-10-09 至今)
  • Margaret co-manages the Large Cap Growth and All Cap Growth strategies. Margaret has 24 years of investment industry experience and joined a ClearBridge predecessor organization in 1997. Margaret is a member of the ClearBridge Management Committee.
    
    From 2006-2009, Margaret served on the firm's 401(k) Investment Committee, which is responsible for choosing and overseeing investments for the firm's employee retirement plan. Prior to her role at ClearBridge, Margaret was a Research Analyst for the Consumer Discretionary sector at Citigroup.
    
    Margaret earned her MBA from the Wharton School of the University of Pennsylvania and a BA in Public Policy Studies and Art History from Duke University.
  • Bourbeau Peter
  • 資歷 14年(2007-04-20 至今)
  • Peter co-manages the Large Cap Growth and All Cap Growth strategy products. Peter joined predecessor firm Shearson Asset Management in 1991, and has 29 years of investment industry experience.
    
    During his career, Peter has worked in trading, fund management, research, and investment marketing. A graduate of the University of Florida, Peter obtained his MBA from Fordham 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
1.25%
最高管理費
1.25%
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