美盛西方資產亞洲機會債券基金優類股美元累積型

166.34美元0.03(0.02%)
2024/04/22更新
績效 / 
1月1.91%
3月0.97%
1年0.85%
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
亞洲債券 - 本地貨幣
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
Markit iBoxx ALBI TR USD
基金規模
244.70百萬截至 2024-04-19
年初至今報酬率
3.04%
殖利率
0.00
晨星評等
成立日期
2008-07-02

投資策略

該基金尋求通過收益及資本增值取得最大總回報。該基金將其資產淨值至少 70%投資於由亞洲發行人發行的債務證券以及亞洲利率及貨幣的衍生工具,此等債務證券及衍生工具在 受監管的市場上市或買賣。

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

  • Buchanan Michael
  • 資歷 0年(2024-03-01 至今)
  • Michael C. Buchanan is Deputy Chief Investment Officer at Western Asset. Mr. Buchanan has been in the fixed-income industry since 1990. As Deputy Chief Investment Officer, Mr. Buchanan has direct oversight of Western Asset’s Global Credit Team, which covers U.S. and non-US investment-grade, high-yield and bank loan sectors. Mr. Buchanan also leads the Global Credit Committee, which ultimately determines overall firmwide credit themes. Prior to joining Western Asset in 2005, Mr. Buchanan served as Managing Director and Head of US Credit Products at Credit Suisse Asset Management and as Executive Vice President and Portfolio Manager at Janus Capital Management. Mr. Buchanan also worked at BlackRock Financial Management as Managing Director and Portfolio Manager and at Conseco Capital Management as Vice President and Portfolio Manager. Mr. Buchanan graduated with honors from Brown University. He holds a Bachelor of Arts in Economics and is a CFA® charterholder.
  • Soon Desmond
  • 資歷 10年(2014-04-01 至今)
  • . Mr. Soon has been employed by Western Asset since 2012. Prior to joining Western Asset, Mr. Soon was VP, Portfolio Management at ST Asset Management from 2011 to 2012. Prior to joining ST Asset Management, Mr. Soon was Asia Fixed Income Analyst and Portfolio Manager at AMP Capital Investors beginning in 2011. Prior to joining AMP Capital Investors, Mr. Soon was Head, Fixed Income & Currency at DBS Asset Management from 2008 to 2010. Prior to joining DBS Asset Management, Mr. Soon was Investment Manager, Pacific Asset Management from 1996 to 2008.

基金費用

最低認購金額
15,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.60%
最高管理費
0.60%
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