富蘭克林坦伯頓全球投資系列-穩定月收益基金澳幣避險A(Mdis)股-H1

8.99澳幣0.04(0.44%)
2021/05/10更新
績效 / 
1月2.65%
3月8.35%
1年26.41%
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
澳幣
基金組別
其他股債混合
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
Cat 50%Barclays US Agg TR&50%FTSE Wld TR
基金規模
1,824.57百萬截至 2021-04-30
年初至今報酬率
10.07%
殖利率
5.90
晨星評等
-
成立日期
2015-01-09

投資策略

本基金透過以組合形式分散投資於各類可轉讓證劵,主要包括股票及長、短期債務證劵,以達致謀求最優厚收益,同時保持資本增值的前景之目標。本基金可將其25%的基金總資產值投資於非美國證券。

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

  • Circle Brendan
  • 資歷 2年(2019-02-01 至今)
  • Brendan Circle is a vice president, portfolio manager, and research analyst for Franklin Templeton Multi-Asset Solutions. In this role, Mr. Circle serves as a comanager of Franklin Income Fund and related portfolios, as well as Franklin Managed Income Fund. He also specializes in analyzing investment opportunities across the fixed income markets for the Multi-Asset Solutions team. Mr. Circle joined Franklin Templeton in 2014. Mr. Circle is a Chartered Financial Analyst (CFA) Charterholder, as well as a member of the CFA Institute and the CFA Society of San Francisco.
  • Brighton Todd
  • 資歷 4年(2017-03-01 至今)
  • Todd Brighton is a vice president, portfolio manager and research analyst for Franklin Templeton Multi-Asset Solutions. He is the lead manager of the Franklin Liberty US Low Volatility ETF. Mr. Brighton analyzes equity and equity-linked investments for the Core/Hybrid team and specializes in the development of volatility-based strategies. Mr. Brighton joined Franklin Templeton in 2000. He is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute and the CFA Society of San Francisco.
  • Perks Edward
  • 資歷 19年(2002-05-01 至今)
  • Edward Perks is chief investment officer of Franklin Templeton Investment Solutions and president of Franklin Advisers, Inc. In this role, Mr. Perks has oversight of myriad multi-asset investment capabilities designed to meet client needs for specific investment solutions. Mr. Perks joined Franklin Templeton in 1992. Mr. Perks holds a B.A. in economics and political science from Yale University. He is a Chartered Financial Analyst (CFA) charterholder, a member of the CFA Institute, and the Security Analysts of San Francisco (SASF).

基金費用

最低認購金額
5,000澳幣
申購手續費
-
保管費
-
分銷費
-
管理費
0.85%
最高管理費
0.85%
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