富蘭克林坦伯頓全球投資系列-全球核心策略基金歐元A(Ydis)股

11.03歐元0.06(0.54%)
2021/07/30更新
績效 / 
1月1.01%
3月4.03%
1年18.92%
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
歐元
基金組別
美元平衡型股債混合
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
Cat 50%Barclays US Agg TR&50%FTSE Wld TR
基金規模
1,208.11百萬截至 2021-06-30
年初至今報酬率
11.42%
殖利率
1.41
晨星評等
成立日期
2008-02-21

投資策略

本基金的投資目標為透過價值導向的分散投資方式追求資本增值,其次為追求收益。

本基金通常投資世界各地(包含新興市場)各種規模公司所發行的股權證券,以及由任何政府、政府相關,或由多國政府所組織或支援的跨國性組織所發行的債權證券。

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

  • Tong May
  • 資歷 2年(2019-02-15 至今)
  • May Tong joined ING Investment Management June 2006. May is a Portfolio Manager on the quantitative equity team. Prior to joining ING, she was an associate portfolio manager for five years on the quantitative team at Merrill Lynch Investment Managers with oversight of $60 billion of assets including daily cash management and determination of trading needs and strategies for all index and enhanced strategies. Before that she was an audit intern at Grant Thornton where she assisted with all phases of audit processes for several clients. She received a B.S. in finance and accounting magna cum laude from Boston College, Carrol School of Management and was a member of the Golden Key National Honor Society. She holds the Chartered Financial Analyst designation.
  • Hofrichter Marzena
  • 資歷 4年(2017-12-01 至今)
  • Marzena Hofrichter, CFA, is a research analyst for Franklin Templeton Multi-Asset Solutions based in Frankfurt am Main/Germany. She is responsible for research and analysis of proprietary and third-party European equity and fixed income mutual funds and mandates for use in Europe, North America and globally-registered multi-asset strategies. Her research coverage also includes global equity mutual funds. Marzena Hofrichter joined Franklin Templeton Investments in 2010. Prior to that, she has gathered several years of investment industry experience as a fund analyst with Morningstar and as an assistant portfolio manager with Allianz Global Investors Balanced and Global Equity teams. Marzena Hofrichter earned her M.A. in finance and banking from the Warsaw School of Economics (SGH) in 2004. She is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Society Germany.

基金費用

最低認購金額
5,000歐元
申購手續費
-
保管費
-
分銷費
-
管理費
1.00%
最高管理費
1.00%
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