富蘭克林坦伯頓全球投資系列-精選收益基金美元I(acc)股

18.79美元0(0%)
2025/03/07更新
績效 / 
1月0.64%
3月0.43%
1年5.56%
晨星評等
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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
盧森堡
計價幣別
美元
基金組別
美元債券 - 靈活策略
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
Morningstar US Core Bd TR USD
基金規模
779.76百萬截至 2025-03-07
年初至今報酬率
1.46%
殖利率
0.00
晨星評等
-
成立日期
2007-07-12

投資策略

本基金的首要目標為尋求高水平的日常收益,而本基金的次要目標為謀求長期資本增值。 本基金主要投資於環球(包括新興市場)的債務證券。本基金將配置最少75%的淨資產於固定收益證券。

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

  • Salm Michael
  • 資歷 0年(2024-09-30 至今)
  • Mr. Salm is a Co-Head of Fixed Income, specializing in liquid markets and securitized strategies. In this role, he oversees investment strategies related to mortgage and securitized products, interest-rate and volatility derivatives, and money markets. In addition, he manages trading operations and Putnam's Fixed Income quantitative teams. He is a portfolio manager of core global, core plus, global government, fixed income global alpha, and dedicated mortgage strategies, as well as fixed income hedge funds. Mr. Salm joined Putnam in 1997 and has been in the investment industry since 1989.
    
    Previously at Putnam, he served as a Portfolio Manager responsible for mortgage strategies in fixed income portfolios. Prior to joining Putnam, Mr. Salm was a Mortgage Specialist at BlackRock Financal Management from 1996 to 1997, a Vice President and Trader at Nomura Securities from 1994 to 1996, a Vice President and Structurer at Nikko Securities from 1993 to 1994, and an Analyst at Fitch Investor Services from 1991 to 1992.
    
    Mr. Salm earned a B.S. from Cornell University.
  • Klein Patrick
  • 資歷 3年(2022-08-01 至今)
  • Patrick Klein is a senior vice president and portfolio manager for Franklin Templeton Fixed Income - Multi-Sector in San Mateo, California, United States. Dr. Klein is responsible for leading a team managing multisector fixed income strategies, with a focus on portfolio construction and quantitative modeling.
    
    Dr. Klein has over 18 years of experience in the financial services industry. Prior to his current role, Dr. Klein was a research analyst for Franklin Templeton Fixed Income. He joined Franklin Templeton in 2005, specializing in mortgage-backed securities. Previously, he was a researcher at Sandia National Laboratories, developing models for the computer simulation of material behavior.
    
    Dr. Klein holds a bachelor of arts in mechanical engineering and materials science from Cornell University, and a PhD in mechanical engineering from Stanford University.
  • Cryer Benjamin
  • 資歷 3年(2022-08-01 至今)
  • Benjamin Cryer is a vice president and portfolio manager for Franklin Templeton Investments. In his role, Mr. Cryer collaborates with other members of the multi-sector fixed income portfolio management team to develop and implement investment strategies across funds.
    
    Mr. Cryer has honed a fundamental, value-oriented investment philosophy since joining the firm as a research analyst in 2006. Over that time, he has cultivated an expertise across a variety of sectors in both equity and corporate credit. Most recently, Mr. Cryer has focused on emerging markets credit research and portfolio management, including spending the two years through 2015 on assignment in Singapore.
    
    Mr. Cryer holds an MBA from the UCLA Anderson School, as well as a BA and MA from Baylor University. He is a Chartered Financial Analyst (CFA) charterholder.

基金費用

最低認購金額
5,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
0.55%
遞延費
-
最高遞延費
-

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