美盛凱利美國積極成長基金A類股澳幣累積型(避險)

178.12澳幣1.79(1%)
2024/07/19更新
績效 / 
1月0.64%
3月6.61%
1年9.76%
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
澳幣
基金組別
產業股票 - 其他
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 US Market Ext NR USD
基金規模
281.34百萬截至 2024-07-19
年初至今報酬率
3.63%
殖利率
0.00
晨星評等
-
成立日期
2013-06-03

投資策略

該基金尋求取得長期資本增值。該基金將其資產淨值至少 70%投資於在美國受監管市場上市或買賣的美國公司之普通股,而投資經理相信該等公司正經歷或有潛 力經歷其盈利及/或現金流量增長超過標準普爾 500 指數的成分公司的平均盈利及/或現金增長率。該基金可投資於具備長期盈利增長及 /或現金流量前景的小型、中型及大型公司的證券,而對公司規模無特定目標權重。

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

  • Leithe Amanda
  • 資歷 0年(2024-05-01 至今)
  • Amanda is a Senior Portfolio Analyst supporting the ClearBridge All Cap Growth, Aggressive Growth and Multi Cap Growth Strategies.
    
    Amanda joined ClearBridge Investments in 2013 as a sector analyst covering IT/Communications and was named a Portfolio Analyst in 2019. Prior to joining ClearBridge, she was a General Analyst at Suffolk Capital Management, covering technology, media and telecommunications. She was previously an Analyst at Citadel Asset Management/Surveyor Capital and at Tracer Capital Management, covering technology, media and telecommunications in both roles. She was also an Investment Banking Analyst at Merrill Lynch & Co. She has 15 years of investment industry experience.
    
    Amanda received a BBA in Accounting from the University of Notre Dame. She is also a member of the CFA Institute.
  • Green Aram
  • 資歷 3年(2021-03-31 至今)
  • Aram co-manages the Small Cap Growth, Mid Cap Growth and SMID Cap Growth products, and manages the Select strategy. He began his career in asset management as an equity analyst at Hygrove Partners, LLC. Aram joined ClearBridge Investments as a research analyst in the Information Technology sector in 2006 before being named a portfolio manager. He is a member of the ClearBridge Management Committee.
    
    Prior to joining Hygrove, Aram was co-founder and executive vice president of iCollege, an infrastructure software company catering to the educational market place. In 2001, iCollege was acquired by BlackBoard Inc.
    
    Aram earned a BA in Economics from Union College. Aram serves as a board member for several non-profit organizations.
  • Bauman Evan
  • 資歷 17年(2007-04-20 至今)
  • Evan co-manages the Aggressive Growth, Multi Cap Growth and All Cap Growth strategies. He has 24 years of investment industry experience, all with the firm and its predecessors.
    
    Evan joined the organization in 1996 as an intern before graduating with a BS in Mathematics from Duke University.

基金費用

最低認購金額
1,000澳幣
申購手續費
-
保管費
-
分銷費
-
管理費
1.30%
最高管理費
1.30%
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