基本資料

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。

基金經理人

• McKeegan Patrick
• 資歷 2年(2020-11-02 至今)

• Patrick McKeegan is a vice president and portfolio manager for Franklin Equity Group with generalist coverage. Mr. McKeegan holds a B.S. in commerce from the University of Virginia. He is a Chartered Financial Analyst (CFA) charterholder.

• Remmert John
• 資歷 2年(2020-11-02 至今)

• John P. Remmert is a senior vice president and lead portfolio manager for the Franklin Equity Group. He is responsible for the management of global and non- U.S. institutional equity portfolios. Prior to joining Franklin Templeton in 2002, Mr. Remmert was with Citibank Global Asset Management and the U.S. Federal Reserve. He entered the financial services industry in 1987. Mr. Remmert holds an M.B.A. from the University of Chicago, a J.D. from Georgetown University, and a B.A. from Rutgers University.

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