美盛布蘭迪全球固定收益基金優類股美元配息型(S)停止銷售

76.37美元0.4(0.53%)
2022/06/23更新
績效 / 
1月4.23%
3月8.53%
1年16.68%
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
184.97百萬截至 2022-06-22
年初至今報酬率
13.07%
殖利率
1.76
晨星評等
成立日期
2012-02-24

投資策略

此基金目的為最大可能的獲得長期投資增長。

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

  • Sareen Anujeet
  • 資歷 5年(2016-12-31 至今)
  • Anujeet Sareen is a portfolio manager for the Firm’s Global Fixed Income and related strategies. Prior to joining the Firm in 2016, Anujeet 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. Anujeet is a CFA® charterholder and earned a B.A. in Computer Science from Brown University.
  • Mclntyre Jack
  • 資歷 19年(2003-10-01 至今)
  • John (Jack) P. McIntyre, CFA, is a Portfolio Manager and has been employed at Brandywine Global since 1998. Previously, he held positions as market strategist with McCarthy, Crisanti & Maffei, Inc. (1995-1998); senior fixed income analyst with Technical Data, a division of Thomson Financial Services (1992-1995); quantitative associate with Brown Brothers Harriman & Co. (1990), and investment analyst with the Public Employee Retirement Administration of Massachusetts (1987-1989). Jack is a CFA charterholder and earned an M.B.A. in Finance from the Leonard N. Stern Graduate School of Business at New York University and a B.B.A. in Finance from the University of Massachusetts, Amherst.
  • Hoffman David
  • 資歷 19年(2003-10-01 至今)
  • David is co-lead portfolio manager for the Firm's Global Fixed Income and related strategies. He joined the Firm in 1995. Previously, David was president of Hoffman Capital, a global financial futures investment firm (1991-1995); head of fixed income investments at Columbus Circle Investors (1983-1990); senior vice president and portfolio manager at INA Capital Management (1979-1982), and fixed income portfolio manager at Provident National Bank (1975-1979).

基金費用

最低認購金額
15,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.60%
最高管理費
0.60%
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