富蘭克林坦伯頓全球投資系列-日本基金美元避險A(acc)股-H1

11.79美元0.1(0.86%)
2021/07/28更新
績效 / 
1月0.6%
3月1.3%
1年22.28%
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
產業股票 - 其他
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
TOPIX TR JPY
基金規模
84.75百萬截至 2021-06-30
年初至今報酬率
5.41%
殖利率
0.00
晨星評等
-
成立日期
2015-11-13

投資策略

本基金主要投資於日本發行機構或以日本為主要營商之地的機構所發行的股票,以達致長期資本增值的目標。此外,本基金亦可物色其他證券類型的投資機會,例如優先股,可兌換普通股證券,以日圓或非日圓定值的公司及政府的債券承擔。

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

  • Marwick Claire
  • 資歷 2年(2019-10-16 至今)
  • Claire Marwick, Investment Manager
    
    Claire joined Edinburgh Partners in September 2018 with twenty years investment experience. She is responsible for researching stocks globally.
    
    Background:
    Prior to joining Edinburgh Partners, Claire worked at Martin Currie for eleven years, where amongst other things she managed their Japan Alpha strategy and Japan long/short strategy.
    
    Claire started her career with Alliance Trust in Hong Kong where she analysed Japanese equities.
    
    Claire graduated from Cambridge University with a degree in astrophysics, Claire is a CFA charterholder, and also holds an MBA from Harvard Business School.
  • Halpin Lauran
  • 資歷 2年(2019-10-16 至今)
  • Lauran Joined EP in November 2013 from Baillie Gifford with 7 years of investment experience.
    
    Joined Baillie Gifford in September 2007 as a graduate trainee. Undertook three year rotational programme spent analysing European and North American Equities as well as Corporate Bonds.
    
    In June 2010, was made Baillie Gifford’s global healthcare analyst.
    
    Whilst at Baillie Gifford, managed the Glenfinlas Global Healthcare fund. The fund was an unconstrained, global best ideas in healthcare fund.
    
    M.Sc. in Ecological Economics from University of Edinburgh 2005 and B.S. in Biology from Davidson College (North Carolina, USA) 2003.

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
1.00%
最高管理費
1.00%
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