富蘭克林坦伯頓全球投資系列-吉富世界基金美元A(acc)股

30.31美元0.16(0.53%)
2021/02/26更新
績效 / 
1月0.53%
3月7.71%
1年24.77%
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
全球大型增長型股票
基金家族
Franklin Templeton International Services S.à r.l.
公開說明書基準指數
MSCI ACWI FM NR USD
晨星組別基準指數
MSCI World Growth NR USD
基金規模
348.88百萬截至 2021-01-31
年初至今報酬率
2.25%
殖利率
0.00
晨星評等
成立日期
2008-10-14

投資策略

本基金的投資目標為資本增值。

本基金透過投資於世界各地之股票及與股票有關的可轉讓證券及此等股票及股票有

關的可轉讓證券之金融衍生工具以達致此目標。此等金融衍生工具除其他以外可包括掉

期,例如信貸違約掉期或總回報掉期、遠期合約、期貨合約、及於受監管市場或場外交易

市場買賣的此等合約的期權。位於世界各地不同國家的投資經理及投資聯席經理發展當地

證券之投資組合,以達到具超越各地區的相關市場的表現。本基金面對不同地區及市場之

風險可根據投資經理就當時的市場情況及前景下之見解而有不時之變化。

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

  • Jhaveri Purav
  • 資歷 12年(2008-10-14 至今)
  • Purav A. Jhaveri, CFA, FRM, Senior Vice President Investment Strategist/Portfolio Manager at Franklin Advisers. Purav A. Jhaveri is senior vice president and investment strategist/portfolio manager for Franklin Global Advisers. He joined Franklin Templeton Investments in 2000. He is responsible for overseeing the investment functions of the locally managed and distributed products in South Korea, India, the UAE, Brazil and China. Mr. Jhaveri has been in the investment industry since 1994. Prior to serving in his current role, Mr. Jhaveri was a portfolio manager with Franklin Templeton's local asset management group in Mumbai, India and a research analyst with the Templeton Emerging Markets Group in Mumbai, India. Prior to joining Franklin Templeton, he was an investment advisor and research analyst at ANZ Grindlays Bank. He was previously with Unit Trust of India as a research analyst. Mr. Jhaveri has an M.B.A. from Wharton School of the University of Pennsylvania. He earned his masters in management from Narsee Monjee Institute of Management Studies, University of Bombay and his bachelor of commerce degree from Jaihind College, University of Bombay. Mr. Jhaveri has a Financial Risk Manager certification from Global Association of Risk Professionals. He is a Chartered Financial Analyst (CFA) Charterholder.

基金費用

最低認購金額
5,000美元
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