富蘭克林坦伯頓全球投資系列-公司債基金美元F(Mdis)股停止銷售

8.11美元0.01(0.12%)
2024/01/12更新
績效 / 
1月2.84%
3月7.26%
1年7.63%
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
美元高收益債券
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 US HY Bd TR USD
基金規模
950.29百萬截至 2024-01-12
年初至今報酬率
0.06%
殖利率
6.23
晨星評等
-
成立日期
2017-04-21

投資策略

本基金的首要目標為尋求高水平的經常性收益,次目標為資產增值,但須在符合首要投資目標下始實行。本基金主要透過投資於包含眾多已發行固定入息由美國或非美國發行機構所發出的債務證券,以獲取高息及避免過多風險。本基金的一般投資對象,包括如屬美國發行者,則為附有投資等級或評為較低等級的固定入息債務證券,而非美國發行或未被評級者,亦為其同類型的投資項目。

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

  • Dieffenbacher Bryant
  • 資歷 3年(2020-08-01 至今)
  • Bryant Dieffenbacher is a vice president, portfolio manager and research analyst for Franklin Templeton Fixed Income. Mr. Dieffenbacher is responsible for co-leading portfolio management of Franklin High Income Fund, Franklin High Yield Fund and Franklin High Yield Corporate ETF. He specializes in the analysis of high yield corporate bonds in exploration & production, chemicals, refining, and investment grade chemical sectors globally.
    
    Mr. Dieffenbacher has over 17 years of experience in the financial services industry. Prior to his current role, Mr. Dieffenbacher was an analyst for Gabelli Asset Management, Dunbar Capital Management, and Litespeed Management LLC. Mr. Dieffenbacher joined Franklin Templeton in 2010 as a research analyst after being an MBA intern in summer of 2009.
    
    Mr. Dieffenbacher holds a bachelor of arts in economics from Yale University, and a MBA from Columbia University's Graduate School of Business. He is a Chartered Financial Analyst (CFA) charterholder and is a member of the CFA Society of San Francisco and CFA Institute.
  • McGiveran S.
  • 資歷 3年(2020-08-01 至今)
  • Mr. McGiveran joined Franklin Templeton in 2006.
  • O'Connor Patricia
  • 資歷 4年(2019-10-15 至今)
  • Patricia O'Connor, CFA, VP, is a vice president and portfolio manager for the Franklin Templeton Fixed Income Group. Prior to joining Franklin Templeton in 1997, Ms. O'Connor worked for Morgan Stanley Asset Management. She holds a B.S. (Accounting, Lehigh Univ.) and an MBA (Univ. of Chicago). Ms. O'Connor holds a B.S. in accounting from Lehigh University and an M.B.A. in finance and economics from the University of Chicago. She is a Chartered Financial Analyst (CFA) charterholder, as well as a member of the CFA Society of San Francisco and CFA Institute.

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
0.80%
最高管理費
1.20%
遞延費
-
最高遞延費
3.00%

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