富蘭克林坦伯頓全球投資系列-亞洲小型企業基金美元A (acc)股

62.63美元0.59(0.93%)
2021/09/16更新
績效 / 
1月1.3%
3月0.67%
1年50.2%
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
亞洲不包括日本中小型股票
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
MSCI AC Asia Ex JPN Small NR USD
基金規模
1,042.71百萬截至 2021-08-31
年初至今報酬率
24.92%
殖利率
0.00
晨星評等
成立日期
2008-10-14

投資策略

本基金主要投資於在亞洲地區(日本除外)成立或其主要業務在亞洲地區進行小型公司,以達致長線資本增值的目標.亞洲小型公司是指擁有市場資本值少於20億美元(以投資時的市值計算)的公司.本基金可靈活投資於世界各地的發行機構的可轉讓股票及固定收益證券.

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

  • Chiranewal Vikas
  • 資歷 2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 2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 4年(2017-04-03 至今)

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
1.35%
最高管理費
1.35%
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