富蘭克林坦伯頓全球投資系列-穩定月收益基金美元A(acc)股

13.37美元0.06(0.45%)
2024/04/12更新
績效 / 
1月0.52%
3月0.98%
1年3.71%
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
5,180.84百萬截至 2024-03-31
年初至今報酬率
0.52%
殖利率
0.00
晨星評等
成立日期
2015-01-09

投資策略

本基金的投資目標為謀求最優厚的收益,同時保持資本增值的前景。 本基金以組合形式,分散投資於各類可轉讓證券,主要包括股票證券及長、短期債務證券。股票證券包括普通股、優先股、可換股證券及股票掛鈎票據,通常可使持股人享有參與公司一般營運業績的權利。債務證券(包括債券、票據及借據)是指發行機構償還有關債務並通常需支付利息的責任。

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 5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 7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 22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
1,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.85%
最高管理費
1.35%
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