富蘭克林坦伯頓全球投資系列-全球氣候變遷基金歐元Z(acc)股

21.53歐元0.14(0.66%)
2024/06/18更新
績效 / 
1月1.33%
3月7.54%
1年6.01%
晨星評等
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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
歐元
基金組別
產業股票 - 環境生態
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 Global TME NR USD
基金規模
1,514.75百萬截至 2024-05-31
年初至今報酬率
6.27%
殖利率
0.00
晨星評等
-
成立日期
2014-05-23

投資策略

該基金的投資目標為尋求資本增值的同時,致力貢獻於《巴黎氣候協定》考量的減緩及適應氣候變化。該基金可根據適用的投資限制持有大量銀行存款、貨幣市場工具或貨幣市場基金(最高可達其資產淨值的 100%)。

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

  • Arnett Jr. Herbert J
  • 資歷 3年(2021-06-11 至今)
  • Herbert Arnett, SVP is Portfolio Manager and Research Analyst for the Templeton Global Equity Group. Mr. Arnett is a manager for Templeton Growth Fund Inc. and Templeton World Fund. He has global research responsibilities for large-cap and small-cap Media, Internet Software and Services, as well US Telecoms. Mr. Arnett holds a B.A. in finance and an M.B.A. from the University of Miami.
  • Cameron Craig
  • 資歷 3年(2021-01-01 至今)
  • Craig Cameron is a portfolio manager and research analyst for the Templeton Global Equity Group.
    Mr. Cameron's main responsibility is global coverage of renewable energy, which he has covered since 2013. He is also a portfolio manager for the group's climate change funds, working across a variety of sectors on thematic research ideas.
    Prior to joining Franklin Templeton in 2012, Mr. Cameron was an analyst at Standard Life. He entered the financial services industry in 2009, and has had research coverage for a number of sectors including insurance, electrical equipment and utilities.
    Mr. Cameron holds a B.Sc. in Mathematics from Edinburgh University, United Kingdom and is a Chartered Financial Analyst (CFA) charterholder.
  • Sadler Tina
  • 資歷 4年(2020-01-01 至今)
  • Tina Sadler is an executive vice president in the Templeton Global Equity Group. Ms. Sadler holds a B.B.A. and an M.S. in finance from the University of Wisconsin. She is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute.

基金費用

最低認購金額
1,000歐元
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.00%
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