富蘭克林坦伯頓全球投資系列-歐洲高收益基金美元B (Mdis)股

8.44美元0.03(0.36%)
2021/07/29更新
績效 / 
1月0.75%
3月2.44%
1年6.35%
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
歐元高收益債券
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
BBgBarc Pan Euro HY Euro TR EUR
基金規模
494.41百萬截至 2021-06-30
年初至今報酬率
2.11%
殖利率
3.79
晨星評等
成立日期
2010-05-05

投資策略

本基金的首要目標是謀取高水平的經常性收益,其次為尋求資本增值,但須在符合首要投資目標的情況下實行。本基金主要透過投資於歐洲或非歐洲發行機構的固定入息債務證券,並會在投資經理認為可避免過多風險及提供最高息率的情況下作出吸納,以達致其投資目標。

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

  • Teissier Emmanuel
  • 資歷 3年(2018-03-01 至今)
  • Emmanuel Teissier is a vice president, research analyst covering European and Asian Investment Grade utilities and industrials. Mr. Teissier joined Franklin Templeton in 2008, having previously worked for BNP Paribas in the debt capital markets division in London. Prior to BNP Paribas,
    he was a senior associate at Moody's Investors Service in Paris and London, covering European pharmaceuticals and consumer goods issuers. Mr. Teissier holds a European Master in Management from ESCP Europe (Paris, Oxford and Berlin).
  • MacPhee Rod
  • 資歷 3年(2018-03-01 至今)
  • Rod MacPhee is a portfolio manager and research analyst responsible for managing European portfolios. Prior to joining Franklin Templeton in 2013, Mr. MacPhee was a portfolio analyst working on Global Multi Strategy and Global Investment Grade portfolios at Western Asset Management.
    Mr. MacPhee holds a bachelor's degree in finance from the University of Lethbridge. He is a Chartered Financial Analyst (CFA) charterholder.
  • O'Connor Patricia
  • 資歷 15年(2006-07-02 至今)
  • Patricia O'Connor, CFA, VP, is a vice president and portfolio manager for the Franklin Templeton Fixed Income Group. Prior to joining Franklin Templeton in 1997, Ms. O'Connor worked for Morgan Stanley Asset Management. She holds a B.S. (Accounting, Lehigh Univ.) and an MBA (Univ. of Chicago). Ms. O'Connor holds a B.S. in accounting from Lehigh University and an M.B.A. in finance and economics from the University of Chicago. She is a Chartered Financial Analyst (CFA) charterholder, as well as a member of the CFA Society of San Francisco and CFA Institute.

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
0.80%
最高管理費
0.80%
遞延費
-
最高遞延費
4.00%

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