富蘭克林坦伯頓全球投資系列-美國機會基金美元Z(acc)股

42.87美元0.71(1.68%)
2023/05/26更新
績效 / 
1月6.57%
3月10.45%
1年8.38%
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
盧森堡
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
-
晨星組別基準指數
Russell 1000 Growth TR USD
基金規模
5,723.09百萬截至 2023-04-30
年初至今報酬率
15.86%
殖利率
0.00
晨星評等
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成立日期
2010-02-26

投資策略

미국에 소재하거나 미국에서 주된 사업을 영위하는 기업의 주식에 투자합니다. 또한, 중장기적인 투자자산 가치의 상승 추구합니다.

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

  • Araghi Sara
  • 資歷 7年(2016-05-01 至今)
  • Sara Araghi is a vice president, research analyst and portfolio manager for Franklin Equity Group. She specializes in the equity research and analysis of the media, cable and softline/specialty retail industries while serving as Consumer Sector team leader. Ms. Araghi is also a portfolio manager on the Franklin Growth Opportunities Fund and FTIF Franklin U.S. Opportunities Fund. Ms. Araghi earned her B.S. in business administration from the University of California, Berkeley. She is a Chartered Financial Analyst (CFA) and member of the CFA Society of San Francisco and CFA Institute.
  • Bowers Grant
  • 資歷 16年(2007-03-01 至今)
  • Grant Bowers is a vice president and portfolio manager with Franklin Equity Group. Mr. Bowers joined Franklin Templeton Investments in 1993 as a fixed income analyst and in 1998 joined the Franklin Equity Group as an analyst. His previous research coverage has included the telecom, media, publishing, transportation and business services industries. Mr. Bowers studied economics at the University of California at Davis. Prior to joining Franklin Templeton, he served in the United States Army.

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.00%
遞延費
-
最高遞延費
-

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