美盛布蘭迪全球固定收益基金優類股美元配息型(S)

93.92美元0.51(0.55%)
2021/05/14更新
績效 / 
1月0.86%
3月2.33%
1年13.38%
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
309.24百萬截至 2021-05-13
年初至今報酬率
3.01%
殖利率
1.83
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 4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.
  • Smith Stephen
  • 資歷 18年(2003-10-01 至今)
  • Steve is co-lead portfolio manager for the Firm's Global Fixed Income and related strategies. He joined the Firm in 1991 to diversify the Firm's investment strategies and start the global fixed income product. Previously, Steve was with Mitchell Hutchins Asset Management, Inc. as managing director of taxable fixed income (1988-1991); Provident Capital Management, Inc. as senior vice president overseeing taxable fixed income (1984-1988); Munsch & Smith Management as a founding partner (1980-1984), and First Pennsylvania Bank as vice president and portfolio manager in the fixed income division.
  • Mclntyre Jack
  • 資歷 18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.

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