美盛布蘭迪全球機會固定收益基金優類股美元累積型

111.15美元0.26(0.23%)
2024/12/06更新
績效 / 
1月0.42%
3月5.03%
1年0.04%
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
全球政府債券
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
Morningstar Gbl Trsy Bd GR USD
基金規模
181.89百萬截至 2024-12-05
年初至今報酬率
5.56%
殖利率
0.00
晨星評等
成立日期
2012-01-06

投資策略

該基金尋求取得包括收益及資本增值的最大總回報。該基金將其資產淨值至少三分之二投資於在全球各地受監管市場(誠如基礎基金章程(構成香港發售文件的一部分)附表三所列,當中包括新興市場國家)上市或買賣的債務證券。

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 4年(2020-10-31 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 4年(2020-10-31 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 8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
5,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.65%
最高管理費
0.65%
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

基金篩選

登入瀏覽我的基金

立即登入
您明瞭且知悉本站之資訊均係由第三方來源所提供,本站不保證資訊之正確性、完整性與即時性。本站資訊僅供您參考,非供您作成交易決定之用,您應自行承擔所有投資風險。詳細資訊來源,請參考使用說明