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

12.49美元0.11(0.89%)
2021/10/19更新
績效 / 
1月1.89%
3月9.27%
1年26.16%
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
84.57百萬截至 2021-09-30
年初至今報酬率
12.62%
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

  • Cheuk Siu Yuen
  • 資歷 0年(2021-09-02 至今)
  • Sartori Peter
  • 資歷 0年(2021-08-31 至今)
  • Peter D. Sartori is executive vice president and portfolio manager for the Templeton Global Equity Group (TGEG) based in Singapore. He is also a member of the global leadership group for TGEG, responsible for driving regional mandates and positioning Asia Pacific for business growth within global and international portfolios. Peter has 29 years' experience in the asset management industry. He started his career in 1990 at First State Investments in Melbourne Australia before opening their Hong Kong office in 1997. From 2001, he held senior roles at Scudder Investments in Singapore and Credit Suisse Asset Management in Sydney. In 2005 Peter launched his own boutique funds management company Treasury Asia Asset Management (TAAM) located in both Sydney and Singapore. TAAM was acquired by Nikko Asset Management Asia in 2014, and Peter remained with the company as Head of Asian Equities in Singapore until 2019. Peter holds a Bachelor of Business from RMIT (Phillip) in Melbourne Australia and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. He is a Fellow of Financial Services Institute of Australia (FINSIA).
  • 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

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