美盛凱利美國大型公司成長基金A類股歐元累積型

542.86歐元12.98(2.45%)
2022/10/03更新
績效 / 
1月8.24%
3月1.69%
1年17.36%
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
歐元
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
1,152.98百萬截至 2022-09-30
年初至今報酬率
25.40%
殖利率
0.00
晨星評等
成立日期
2008-08-27

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 10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 15年(2007-04-20 至今)
  • Peter Bourbeau is a managing director and portfolio manager of ClearBridge and has 31 years of investment industry experience. He joined the firm or its predecessor in 1991. Previously, Bourbeau was a director of Citigroup Global Markets Inc. (CGMI) and served as a portfolio manager at Smith Barney Asset Management (SBAM). A graduate of the University of Florida, Bourbeau obtained his MBA from Fordham University. Bourbeau has served as a portfolio manager for the Fund since its inception in November 2018.

基金費用

最低認購金額
1,000歐元
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