基本資料

投資策略

該基金的投資目標是在符合其審慎的投資管理的原則下，將資本增值及利息收入擴至最大。該基金主要(最少三分之二的凈資產)投資於位於或成立於或其主要業務在發展中或新興市場國家的政府、與政府相關的發行機構及企業機構所發行的由股票證券及固定及浮動利率債務證券，包括低評級及未獲評級的債務證券及償還債項所組成的多元化投資組合。該基金通常投資最少25%其淨資產於新興市場股票證券及最少25%其淨資產於新興市場債務證券。該基金亦可投資最高達其資產淨值的10%於可轉讓證券集體投資企業（「UCITS」）及其他集體投資企業（「UCIs」）的單位及最高達其總淨資產的10%於違約證券。

基金經理人

• Chatterjee Siddharth
• 資歷 0年(2025-12-31 至今)

• Siddharth Chatterjee is a vice president and portfolio manager with Franklin Templeton Investment Solutions in APAC. Mr. Chatterjee has responsibility for developing and managing global multi-asset portfolios for various institutional and retail clients in the APAC region. He is a portfolio manager for several funds distributed in various jurisdictions in Asia, for instance a co-lead portfolio manager for Franklin Multi-asset Funds registered in Australia and Templeton Select APAC Income fund offered in Hong Kong.
  
  He also leads the research efforts for manager selection for fund-of-fund portfolios in the region. Franklin Templeton's Investment Solutions business builds on the broad range of multi-asset investment capabilities within the firm's fixed income, equity, and alternatives investment groups. Mr. Chatterjee joined Franklin Templeton in August 2016 as a research analyst covering Emerging markets, Asian & Japanese Equity and Fixed Income Funds, and is part of the manager research team which covers both internal and third-party mutual funds and mandates.
  
  Before joining Franklin Templeton, Mr. Chatterjee has spent 3 years with HSBC multi-manager team as a senior analyst, evaluating and selecting Asian and European Equity managers for HSBC wealth management division. He started his investing career in 2011 with CRISIL (a S&P company) focusing on Indian mutual fund industry.
  
  Mr. Chatterjee holds a Bachelor of Engineering degree in Electronics and an MBA from NMIMS, Mumbai, where he focused on finance and capital markets. He is a Chartered Financial Analyst (CFA) Charterholder and member of the CFA Society, Singapore.

• Ho Calvin
• 資歷 3年(2022-12-31 至今)

• Calvin Ho, Ph.D., is a senior vice president and director of research for Templeton Global Macro. Dr. Ho also serves as a portfolio manager for a number of funds, including Templeton Global Bond Fund, Templeton Global Total Return Fund and Templeton Emerging Market Bond Fund. Dr. Ho joined Franklin Templeton Investments in 2005 after obtaining his Ph.D. at UC Berkeley. He has been a core part of the Templeton Global Macro team since 2005, working closely with Dr. Michael Hasenstab as a lead research analyst. Dr. Ho holds both B.A. and Ph.D. in economics from University of California, Berkeley.

• Ahuja Vivek
• 資歷 7年(2019-02-01 至今)

• Vivek Ahuja, is portfolio manager and analyst supporting the Franklin Templeton International Bond Department is responsible for analysis of macro economic trends and developments in Asian emerging market economies and financial systems. He joined Franklin Templeton Investments in 2006 and has over 13 years of investment and research experience in the fixed income markets.
  Prior to joining Franklin Templeton, Mr. Ahuja has worked in various Financial Institutions in India in area of Fixed Income Investments and macro research.
  
  Mr. Ahuja earned his bachelor of commerce and master's degree in finance from Mumbai University.

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