富蘭克林坦伯頓全球投資系列-新興國家小型企業基金美元A (Ydis) 股

13.85美元0.05(0.36%)
2024/04/18更新
績效 / 
1月2.47%
3月4.31%
1年8.66%
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
盧森堡
計價幣別
美元
基金組別
環球新興市場中小型股票
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
Morningstar EM SMID TME NR USD
基金規模
416.56百萬截至 2024-04-16
年初至今報酬率
1.55%
殖利率
0.00
晨星評等
成立日期
2007-10-18

投資策略

該基金的投資目標是資本增值,透過主要投資於發展中或新興國家成立或其主要業務 在發展中或新興國家的公司及政府所發行的股票證券,及作為輔助性質地投資於償還 債項。該基金亦可投資最高達其資產淨值的 10%於 UCITS 及其他 UCIs 的單位。該基金可合共投資最高達其資產淨值的 20%於中國 A 股及中國 B 股。

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

  • Chiranewal Vikas
  • 資歷 4年(2020-01-01 至今)
  • Vikas Chiranewal is a senior executive director with research responsibilities for companies in India and small cap companies across global emerging markets (GEM). In his role as a senior research team member for the GEM/Asia small cap strategy, he is responsible for generating new ideas, coordinating small cap research efforts and leveraging group's resources to add value across funds within the GEM/Asia small cap strategies. Mr. Chiranewal also manages Templeton India Growth Fund and Templeton India Equity Income Fund.
    
    Prior to joining Franklin Templeton in 2006, Mr. Chiranewal was a senior associate for Morgan Stanley's equity research team. Before his post-graduate diploma, he worked for McKinsey & Co.'s global research team.
    
    Mr. Chiranewal holds a bachelor's degree in commerce from Delhi university and a post graduate diploma in management from the Indian Institute of Management in Lucknow. He is a Chartered Financial Analyst (CFA) charterholder.
  • Musialik Krzysztof
  • 資歷 4年(2020-01-01 至今)
  • Krzysztof Musialik is a senior vice president and senior executive director with research responsibilities for companies in the Pharmaceuticals/Biotechnology sector across global emerging markets.
    
    Prior to joining Franklin Templeton in 2006, Mr. Musialik worked for BDO, an audit firm. He entered the financial services industry in 2006.
    
    Mr. Musialik graduated in international economics from the Katowice School of Economics and in international business from Toulouse Business School (Ecole
    Superieure de Commerce de Toulouse). He is a Chartered Financial Analyst (CFA) charterholder and holds an investment advisor license from the Polish Securities and Exchange Commission. Mr. Musialik speaks Polish, English and French.
  • Sehgal Chetan
  • 資歷 7年(2017-04-03 至今)

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
1.60%
最高管理費
2.10%
遞延費
-
最高遞延費
1.00%

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