富蘭克林坦伯頓全球投資系列-多空策略基金美元A(acc)股

12.17美元0.04(0.33%)
2021/03/05更新
績效 / 
1月1.7%
3月0.58%
1年5.85%
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
替代投資 - 多元策略
基金家族
Franklin Templeton International Services S.à r.l.
公開說明書基準指數
ICE BofAML US 3M Trsy Bill TR USD
晨星組別基準指數
-
基金規模
1,807.53百萬截至 2021-02-26
年初至今報酬率
0.57%
殖利率
0.00
晨星評等
-
成立日期
2014-09-15

投資策略

本基金之投資目標在於追求增值,並且相對廣泛的股票市場有較低波動性。

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

  • Zanolla Anthony
  • 資歷 2年(2018-10-01 至今)
  • Anthony Zanolla, CFA, Senior Vice President and Portfolio Manager, joined K2 in October 2014.
    Mr. Zanolla began his investment career in 1994 at Bankers Trust where he worked on the Business Risk team executing risk management and business process reengineering projects for senior management and the board of directors. Mr. Zanolla joined Citibank in 1996 as a portfolio manager managing global equity and balanced investment mandates for institutions, non-profit entities and ultra high net worth individuals. In 2000 he was recruited to join Scudder Kemper Investments as a Vice President in the Venture Capital unit working on the development of a private client asset management and advisory platform. In 2001 Mr. Zanolla left Scudder to join former Citigroup colleagues as a Founding Partner and Equity Analyst at Norquest Capital, a Global Equity L/S hedge fund, where he was responsible for investments in the TMT, Industrials, Transportation, and Service sectors. He joined Allianz Hedge Fund Partners in 2002 where he was a member of the investment committee and strategy head responsible for global long-short equity, event driven, distressed and commodity trading advisors. He was also responsible for top down analysis and development if the Firm's global equity outlook. Mr. Zanolla left Allianz in October 2005 to join Northern Trust as co portfolio manager of the Hedge Fund group. In 2007 he was promoted to SVP and Portfolio Manager responsible for manager identification, research and
    selection, monitoring and portfolio construction for both fund of funds and custom portfolios.
    Mr. Zanolla graduated from Bernard M Baruch College in January 1994 with a B.B.A. in Accounting. He earned the CFA designation in 1999 and holds a NFA Series 3 license.
  • Ritchey Brooks
  • 資歷 6年(2014-09-15 至今)
  • Brooks Ritchey is a senior managing director and head of portfolio construction for K2 Advisors. In this role, he manages absolute return, multi-asset, and risk overlay portfolios. He is member of the alternatives executive committee, Japan investment committee, and K2 Advisors guideline committee. Since 1987, Mr. Ritchey has managed multi-asset mutual fund and hedge fund portfolios while located in New York and Paris, France during his employment with organizations including Steinhardt Partners, Citibank, Finch Asset Management, Paribas, AIG, and ING. Mr. Ritchey joined K2 Advisors in 2005.
  • Christian Robert
  • 資歷 6年(2014-09-15 至今)
  • Robert Christian is a senior managing director and Head of Investment Research. He joined K2 Advisors in May 2010.From 1990 to 1995 Mr. Christian worked as a global strategist and proprietary trader at Chase Manhattan Futures Corporation. In 1995, he founded Modoc Capital focusing on short-term futures trading. In 1997 Modoc entered into a joint venture with Stonebrook Capital Management LLC as a portfolio manager and researcher. From 1998 to 2003 Mr. Christian worked at Graham Capital Management LP as a portfolio manager and researcher of quantitative based trading strategies.

基金費用

最低認購金額
5,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
2.05%
最高管理費
2.05%
遞延費
-
最高遞延費
1.00%

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