富蘭克林坦伯頓全球投資系列-大中華基金美元Z(acc)股
11.60美元0.06(0.52%)
2026/01/16更新
該基金的投資目標為謀求資本增值，透過主要投資於下列公司的股票證券達致此目標：(i)根據中國內地（「中國」）、香港或台灣法例成立或於上述地區設有主要辦事處的公司或(ii)從在中國、香港或台灣銷售或生產的貨品或服務而獲得其大部份的收入或其主要部份資產位於中國、香港或台灣。該基金可投資最高達其資產淨值的100%於中國 A 股及可直接投資最高達其資產淨值的20%於中國 B 股。為免存疑，該基金不會僅通過 QFI 通道將其70%或以上的淨資產投資於中國 A 股，並可將其最多10%的淨資產投資於其他集體投資計劃，例如 UCITS 或其他 UCIs。為增加額外資本或收益或為降低成本或風險，該基金可以符合其投資政策的方式從事證券借貸交易，最高可達其資產淨值的50%。
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FERDINAND CHEUK, CFA Senior Vice President Portfolio Manager, Research Analyst Templeton Global Equity Group Franklin Templeton Investments (Asia) Limited Hong Kong Ferdinand Cheuk is senior vice president, portfolio manager and research analyst in the Templeton Global Equity Group. He manages a number of Asia Pacific and Japan portfolios and is also a member of the Global Leaders Investment Team. His research responsibilities include internet and technology and country coverage on Hong Kong, China and Taiwan. Prior to joining Templeton in 2016, Mr. Cheuk was a senior investment analyst with HSBC Global Asset Management in Hong Kong where he also managed regional and country portfolios. He entered the financial industry in 1996 having worked at JP Morgan, Merrill Lynch and the Capital Group. Mr. Cheuk holds a Bachelor of Science (Economics) degree from the Wharton School of the University of Pennsylvania, and an MBA from Kellogg-HKUST. He is also a Chartered Financial Analyst (CFA) charter holder.
Based in Hong Kong, Mr. Sun joined Templeton Global Investments – Emerging Markets Equity in 2019. As Assistant Portfolio Manager dedicated to the China Equity portfolios, he has been making recommendations specific to the various China portfolios. Adding him as portfolio manager formalizes the contribution he has been making to the strategy. He also has research responsibilities for China technology and industrials companies. Prior to joining Franklin Templeton, Mr. Sun spent five years as a research analyst covering the tech sector at Fullerton Fund Management. Mr. Sun graduated from Fudan University with a Bachelor of Material Science and International Economy, as well as a Master of Physics Electronics. He had also been an exchange student in Technion in Israel.
Mr. Chui has been lead portfolio manager of the Fund since May 2023. He has primary responsibility for the investments of the Fund. He has final authority over all aspects of the Fund's investment portfolio, including but not limited to, purchases and sales of individual securities, portfolio risk assessment, and the management of daily cash balances in accordance with anticipated investment management requirements. The degree to which he may perform these functions, and the nature of these functions, may change from time to time. He joined Franklin Templeton in April 2023. Prior to joining Franklin Templeton, he was a portfolio manager of BlackRock’s China equity strategy since 2020. Prior to joining BlackRock, he spent 10 years at abrdn, most recently serving as deputy head of the Hong Kong/China Equity team at abrdn, and lead manager of the abrdn China A Shares Equity strategy.
基金篩選
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