富蘭克林坦伯頓全球投資系列-全球平衡基金美元Z(acc)股

11.95美元0.15(1.27%)
2023/06/02更新
績效 / 
1月2.56%
3月0.42%
1年3.36%
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
盧森堡
計價幣別
美元
基金組別
美元平衡型股債混合
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 EAA USD Mod Tgt Alloc NR USD
基金規模
483.60百萬截至 2023-06-02
年初至今報酬率
5.36%
殖利率
0.00
晨星評等
-
成立日期
2014-05-23

投資策略

본 펀드의 투자목적은 신중한 투자 관리를 기초로 자본이득 및 경상수익(current income)을 추구하는 것입니다.

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

  • Grant Douglas
  • 資歷 1年(2022-04-11 至今)
  • Mr. Grant joined Franklin Templeton in 2020. Prior to joining Franklin Templeton, Mr. Grant was a senior equity analyst at Sterling Capital.
  • Taner Derek
  • 資歷 1年(2022-04-11 至今)
  • Derek Taner is the lead portfolio manger for the Invesco Global Health Care team. Mr. Taner joined Invesco in 2005, coming from Franklin Advisers Inc. where he served as a portfolio manager on Franklin Templeton’s health care team from 2002 through 2005 — the fi nal two years as lead manager. He began his investment career in 1993 as a fi xed-income analyst with Franklin Templeton and was promoted to assistant portfolio manager in 1997. In 2000, he joined the fi rm’s equity department and was named co-manager of its equity-income product. Mr. Taner earned a Bachelor of Science degree in business administration with an emphasis in accounting and fi nance and a Master of Business Administration degree from the Haas School of Business at the University of California (Berkeley). He is a CFA charterholder.
  • Ho Calvin
  • 資歷 4年(2018-12-31 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.

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
0.80%
遞延費
-
最高遞延費
-

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