美盛布蘭迪全球機會固定收益基金A類股美元配息型(M)

94.56美元0.32(0.34%)
2022/08/16更新
績效 / 
1月4.21%
3月1.14%
1年15.7%
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
愛爾蘭
計價幣別
美元
基金組別
全球債券
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 Global Aggregate TR USD
基金規模
216.07百萬截至 2022-08-15
年初至今報酬率
12.86%
殖利率
1.60
晨星評等
成立日期
2010-06-25

投資策略

基金投資目標為達到包含收益及資本增值之最大總報酬。

基金投資至少三分之二總資產價值於全球正規市場(包括新興市場國家)及本公開說明書附錄III所列之正規市場上市或交易之債務證券。

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

  • Kloss Brian
  • 資歷 2年(2020-12-31 至今)
  • Brian L. Kloss, JD, CPA, is a portfolio manager and head of high yield for Brandywine Global. Brian joined Brandywine Global in December 2009。Previously, Brian was co-portfolio manager at Dreman Value Management, LLC (2007-2009); high yield analyst/trader at Gartmore Global Investments (2002-2007); high yield and equity portfolio manager and general analyst at Penn Capital Management, Ltd. (2000-2002); an analyst with The Concord Advisory Group, Ltd. (1998-2000); and an international tax consultant with Deloitte & Touche LLP (1995-1998).
  • Chen Tracy
  • 資歷 2年(2020-12-31 至今)
  • Tracy Chen, CFA®, CAIA is a portfolio manager and head of Structured Credit for Brandywine Global. She joined the firm in August 2008. Prior to joining Brandywine Global, she was with UBS Investment Bank as director of the fixed income valuation group (2006-2008), GMAC Mortgage Group as a mortgage pricing analyst (2003-2006), Deloitte Consulting as a senior corporate strategy consultant (2001-2003), and J&A Securities Ltd. in Shenzhen, China, as an international corporate finance associate (1995-1999).
  • Sareen Anujeet
  • 資歷 6年(2016-12-31 至今)
  • Anujeet Sareen, CFA, is a Portfolio Manager and has been employed at Brandywine Global since 2016. Previously, he was a managing director of global fixed-income and a global macro strategist, as well as chair of the Currency Strategy Group at Wellington Management in Boston. Over his 22-year career at Wellington (1994-2016), he held a variety of roles while cultivating extensive fixed-income and currency management experience. He earned a B.A. in Computer Science from Brown University.

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
1.15%
最高管理費
1.15%
遞延費
-
最高遞延費
0.00%

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