美盛凱利美國積極成長基金A類股美元累積型

268.28美元3.83(1.41%)
2021/05/10更新
績效 / 
1月0.41%
3月2.08%
1年48.18%
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
763.37百萬截至 2021-05-07
年初至今報酬率
8.39%
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%投資於美國受監管市場上市或買賣的美國公司之普通股,而副投資經理相信該 等公司正經歷或有潛力經歷其盈利及╱或現金流量增長超過標準普爾500指數的成分公司的平均盈利及╱或現金增長 率。本基金可投資於具備長期盈利增長及/或現金流量前景的小型、中型及大型公司的證券,而對公司規模無特定 目標權重。

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

  • Bauman Evan
  • 資歷 14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.
  • Freeman Richard
  • 資歷 14年(2007-04-20 至今)
  • Richie co-manages the Aggressive Growth, Multi Cap Growth and All Cap Growth strategies and various Energy MLP Closed-End Funds. He is a member of the ClearBridge Investments Management Committee. He has been fascinated by the stock market since 1966, when at the age of 13 he would sit in a local brokerage firm after school and watch the ticker. Richie has 44 years of investment industry experience.
    
    In 1983 Richie joined Shearson American Express, a predecessor organization, as co-manager of an aggressive growth mutual fund. He became a portfolio manager for ClearBridge Multi Cap Growth portfolios in 1991. His prior positions include vice president for trusts and investments at Chemical Bank and vice president of research at Drexel Burnham Lambert.
    
    Richie received his BS in Accounting from Brooklyn College, and his MBA in Finance from New York University's Leonard N. Stern School of Business. Richie is a New York baseball enthusiast and enjoys playing golf in his spare time.

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