美盛凱利美國大型公司成長基金優類股美元配息型(A)停止銷售

104.82美元2.12(2.06%)
2022/06/23更新
績效 / 
1月3.23%
3月20.37%
1年23.53%
晨星評等
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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
美國大型增長型股票
基金家族
Franklin Templeton International Services S.à r.l.
公開說明書基準指數
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晨星組別基準指數
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基金規模
1,350.54百萬截至 2022-06-22
年初至今報酬率
31.04%
殖利率
0.00
晨星評等
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成立日期
2020-02-21

投資策略

暫無投資策略資料

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

  • Vitrano Margaret
  • 資歷 10年(2012-10-09 至今)
  • Margaret co-manages the Large Cap Growth and All Cap Growth strategies. Margaret has 24 years of investment industry experience and joined a ClearBridge predecessor organization in 1997. Margaret is a member of the ClearBridge Management Committee.
    
    From 2006-2009, Margaret served on the firm's 401(k) Investment Committee, which is responsible for choosing and overseeing investments for the firm's employee retirement plan. Prior to her role at ClearBridge, Margaret was a Research Analyst for the Consumer Discretionary sector at Citigroup.
    
    Margaret earned her MBA from the Wharton School of the University of Pennsylvania and a BA in Public Policy Studies and Art History from Duke University.
  • Bourbeau Peter
  • 資歷 15年(2007-04-20 至今)
  • Peter Bourbeau is a managing director and portfolio manager of ClearBridge and has 31 years of investment industry experience. He joined the firm or its predecessor in 1991. Previously, Bourbeau was a director of Citigroup Global Markets Inc. (CGMI) and served as a portfolio manager at Smith Barney Asset Management (SBAM). A graduate of the University of Florida, Bourbeau obtained his MBA from Fordham University. Bourbeau has served as a portfolio manager for the Fund since its inception in November 2018.

基金費用

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