富蘭克林坦伯頓全球投資系列-全球基金美元Z(acc)股

12.68美元0.03(0.24%)
2024/06/21更新
績效 / 
1月2.61%
3月1.27%
1年9.38%
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
盧森堡
計價幣別
美元
基金組別
全球大型均衡型股票
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
594.68百萬截至 2024-06-21
年初至今報酬率
3.67%
殖利率
0.00
晨星評等
-
成立日期
2014-11-07

投資策略

該基金的投資目標為資本增值,透過投資於全球(包括新興市場)任何國家的政府及公司所發行的股票及債務證券以達到其投資目標。該基金主要地投資於普通股。為增加額外資本或收益或為降低成本或風險,該基金可以符合其投資政策的方式從事證券借貸交易,最高可達其資產淨值的50%。

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

  • Sartori Peter
  • 資歷 0年(2024-03-31 至今)
  • Peter Sartori is Director of Portfolio Management for the Templeton Global Equity Group. Peter 
    overseas the groups portfolio managers as well as being lead portfolio manager on several of the 
    group’s funds.
    Peter started his career at First State Investments in Melbourne Australia in 1991 and opened their 
    Hong Kong office in 1997. From 2001 he held senior roles at Scudder Investments in Singapore and Credit Suisse Asset Management in Sydney.
  • Peel Christopher
  • 資歷 2年(2022-02-28 至今)
  • Christopher Peel is chief executive officer of Templeton Global Advisors and a portfolio manager and research analyst for the Templeton Global Equity Group. Mr. Peel is lead portfolio manager for 
    Templeton Foreign Fund and several other funds with similar mandates, in addition to being a 
    manager for Templeton World Fund and Templeton Growth Fund Inc.
  • Pustam Warren
  • 資歷 3年(2021-01-01 至今)
  • Warren Pustam is a senior vice president, portfolio manager and research analyst for the Templeton Global Equity Group. Mr. Pustam is the lead portfolio manager for Templeton World Fund, a manager on Templeton Growth Fund Inc.,and in additionserves as backup manager for Templeton Foreign Fund, Templeton Global Trust Fund, Templeton Global Fund, and Templeton Global Leaders Fund. He has global research responsibilities for information technology hardware & 
    equipment, software and services.

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
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