富蘭克林坦伯頓全球投資系列-邊境市場基金美元A(Ydis)股

18.98美元0.01(0.05%)
2021/09/17更新
績效 / 
1月2.21%
3月6.23%
1年38.15%
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
全球邊境市場股票
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
MSCI Frontier Markets NR USD
基金規模
334.63百萬截至 2021-08-31
年初至今報酬率
19.84%
殖利率
0.06
晨星評等
成立日期
2008-10-14

投資策略

本基金的投資目標為追求長期資本增值。

本基金將主要投資於以下企業之可轉讓股權證券:(i)該企業設立於邊境市場(Frontier Market)國家,及/或(ii)該企業之主要營運活動位於邊境市場並涵蓋各市場資本額範疇。

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

  • Khatoun Bassel
  • 資歷 3年(2018-03-31 至今)
  • Mr. Khatoun joined Franklin Templeton Investments in 2012. Prior to joining Franklin Templeton Investments, he worked as an equity portfolio manager of Algebra Capital which is now known as Franklin Templeton Investments (ME) Limited.
  • Haglund David
  • 資歷 4年(2017-05-31 至今)
  • David Haglund is a senior executive director and portfolio manager of the Templeton Frontier Market strategies and the (MENA) mandates. Mr. Haglund has been based in UAE since 2004. Prior to joining Franklin Templeton in 2007, Mr. Haglund held investment banking and private equity positions in Dubai and Abu Dhabi. Preceding arriving to UAE, he was working within the asset management field in Sweden. Mr. Haglund holds an M.S. in Business Administration and Economics from Lund University in Sweden. His education also encompassed studies at the National University in Singapore.
  • Awny Ahmed
  • 資歷 4年(2017-05-31 至今)
  • Ahmed Awny (CFA) is based in Dubai. He has equity research responsibility for the Middle East and North Africa (MENA) and Sub-Saharan regions. Prior to joining Franklin Templeton in 2007, he was an investment manager for a large fund in Dubai, worked in the Private Equity Division of an Egyptian holding company and was a bank analyst for EFG-Hermes. He entered the financial services industry in 1998. Mr. Ahmed holds a B.Comm in accounting from Ain Shams Univ. and speaks English and Arabic.

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
1.60%
最高管理費
1.60%
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