富蘭克林坦伯頓全球投資系列-亞洲成長基金美元Z(acc)股

16.45美元0.35(2.08%)
2024/10/08更新
績效 / 
1月15.23%
3月10.38%
1年30.03%
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
Morningstar Asia xJpn TME NR USD
基金規模
1,916.36百萬截至 2024-10-04
年初至今報酬率
23.62%
殖利率
0.00
晨星評等
-
成立日期
2010-02-26

投資策略

該基金的投資目標為資本增值,透過主要投資於亞洲上市的股票證券。該基金主要投資於(i)在亞洲地區成立或(ii)主要業務活動在亞洲地區或(iii)在亞洲地區資本市場之認可交易所上市的公司的可轉讓股票證券及預託證券。該基金亦可投資最高達其資產淨值的 10%於UCITS 及其他 UCIs 的單位。

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

  • Rajah Sukumar
  • 資歷 7年(2018-02-01 至今)
  • Sukumar Rajah is Senior Managing Director, Director of Portfolio Management for Franklin Templeton Emerging Markets Equity. Mr. Rajah joined Pioneer ITI in 1994, which was acquired by Franklin Templeton in 2002. Prior to joining Pioneer ITI, Mr. Rajah was assistant vice president of Indbank Merchant Banking Services, Ltd. Before this, he worked for Tata Steel from 1986 to 1988. Mr. Rajah earned his MBA specializing in finance and marketing from the Indian Institute of Management, Bangalore. He earned his Bachelors' Degree in Engineering from the Indian Institute of Technology, Roorkee.
  • Mok Eric
  • 資歷 8年(2017-04-03 至今)
  • Eric Mok is a senior vice president, senior executive director, and portfolio manager of Templeton Asian equity strategies. He also has research responsibilities for companies in the technology sector across global emerging markets as well as companies in China and Taiwan. 
    
    Prior to joining Franklin Templeton in 1998, Mr. Mok was a junior accountant with Rebecca Ling Chartered Accountant. He entered the financial services industry in 1998. 
    
    Mr. Mok holds an M.S. in investment management from The Hong Kong University of Science and Technology and a B.S. in actuarial science and economics from the University of Toronto. He is a Chartered Financial Analyst (CFA) charterholder and speaks English, Cantonese and Mandarin.

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
1.35%
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