美盛西方資產全球多重策略基金A類股南非幣增益配息型(M)(避險)

626.89南非幣1.26(0.2%)
2024/12/20更新
績效 / 
1月0.07%
3月0.83%
1年6.5%
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
愛爾蘭
計價幣別
南非幣
基金組別
其他債券
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 Gbl Core Bd GR USD
基金規模
4,258.26百萬截至 2024-12-19
年初至今報酬率
5.95%
殖利率
12.80
晨星評等
-
成立日期
2018-04-26

投資策略

該基金尋求通過收益及資本增值取得最大總回報。該基金主要投資於以美元、日元、英鎊、歐元及多種其他貨幣計價,且在發達國家及新興市場國家的任何受監管市場買賣或上市的債務證券。

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

  • Rudebeck Annabel
  • 資歷 8年(2017-04-26 至今)
  • Annabel Rudebeck is primarily responsible for the portfolio advisory services provided to the Desjardins SocieTerra Global Corporate Bond Fund. Ms. Rudebeck is a member of the Global Investment Strategy Committee (GISC) and the Global Credit Committee (GCC) and leads the global credit team in London. She is responsible for the day-to-day management of global credit portfolios as well as the development and implementation of the global credit investment strategy. Ms. Rudebeck holds a Master’s degree in Economics and a Bachelor of Arts in Economics (Honors) from Cambridge University.
  • Buchanan Michael
  • 資歷 12年(2012-07-19 至今)
  • Michael Buchanan is Western Asset's deputy chief investment officer and has been in the fixed-income industry since 1990. As Deputy CIO, Michael has direct oversight of Western Asset's Global Credit Team, which covers US and non-US investment-grade, high-yield and bank loan sectors. He also leads the Global Credit Committee, which ultimately determines overall firmwide credit themes.
    Prior to joining Western Asset in 2005, Michael served as Managing Director and Head of US Credit Products at Credit Suisse Asset Management and as Executive Vice President and Portfolio Manager at Janus Capital Management. He also worked at BlackRock Financial Management as Managing Director and Portfolio Manager and at Conseco Capital Management as Vice President and Portfolio Manager.
    Michael graduated with honors from Brown University. He holds a Bachelor of Arts in Economics, and is a CFA charterholder
  • Brown Gordon
  • 資歷 13年(2012-03-15 至今)
  • Gordon Brown is co-head of Global Portfolios at Western Asset, and has 28 years of industry experience. As a member of the Global Portfolios Team and the Global Investment Strategy Committee, Gordon is responsible for the day-to-day management of global portfolios alongside the development and implementation of global investment strategy. He is also a member of the Global Multi-Sector Investment Team, Emerging Markets Team, and Unconstrained Asset Allocation Committee. Gordon joined the Firm in 2011 from Baillie Gifford & Co., where he was Senior Investment Manager in Emerging Market Rates and Currencies. Formerly, he served as Head of Global Fixed-Income in London at State Street Global Advisors, Senior Portfolio Manager at Commerz International Management, and Fixed-Income Analyst at Dunedin Fund Managers. Gordon holds a Master of Science in Investment Analysis from the University of Stirling, a Master of Science in Business Economics from the University of Strathclyde, and a Master of Arts in Economic Science from the University of Aberdeen. Gordon is also an Associate Member of the UK Society of Investment Professionals.

基金費用

最低認購金額
15,000南非幣
申購手續費
-
保管費
-
分銷費
-
管理費
-
最高管理費
1.10%
遞延費
-
最高遞延費
-

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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