富蘭克林坦伯頓全球投資系列-精選收益基金美元F(Mdis)股

8.00美元0.02(0.25%)
2024/10/03更新
績效 / 
1月1.04%
3月4.28%
1年10.82%
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
盧森堡
計價幣別
美元
基金組別
美元債券 - 靈活策略
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 Core Bd TR USD
基金規模
760.71百萬截至 2024-10-02
年初至今報酬率
4.51%
殖利率
5.21
晨星評等
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成立日期
2019-10-03

投資策略

本基金的首要目標為尋求高水平的日常收益,而本基金的次要目標為謀求長期資本增值。 本基金主要投資於環球(包括新興市場)的債務證券。本基金將配置最少75%的淨資產於固定收益證券。

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

  • Klein Patrick
  • 資歷 2年(2022-08-01 至今)
  • Patrick Klein, Ph.D., Senior Vice President, Research Analyst and Portfolio Manager of Franklin Advisers. Dr. Patrick Klein is a senior vice president and portfolio manager for Franklin Templeton Fixed Income. He leads the team managing the multisector fixed-income strategies with a focus on portfolio construction and quantitative modelling. Prior to his current role, he was a portfolio manager and research analyst focusing on the securitized, inflations protected, and portfolio construction areas. Dr. Klein was a principal member of the Technical Staff at Sandia National Laboratories.
  • Cryer Benjamin
  • 資歷 2年(2022-08-01 至今)
  • Mr. Cryer joined Franklin Templeton in 2006.
  • Runkel Thomas
  • 資歷 2年(2022-08-01 至今)
  • Tom Runkel is a vice president and portfolio manager for Franklin Templeton Investments. Mr. Runkel focuses on relative value security selection and allocation among the credit sectors for the multi-sector fixed income portfolios. He also serves as the director of portfolio strategies and the lead portfolio manager for the SMA Taxable Fixed Income strategies and supervises the Franklin SMA Taxable Fixed Income Portfolio Management team.
    
    
     Mr. Runkel joined Franklin in 1983 and served as a senior portfolio manager for Franklin's taxable money fund and investment grade fixed income assets as well as a trader for taxable fixed income and equity securities. Mr. Runkel founded Runkel Funds, Inc. in 2002 and managed a large-cap value fund until late 2005 before returning to Franklin in 2006.
    
    
     Mr. Runkel has an M.B.A. from the University of Santa Clara and earned a B.S. in political science from the University of California, Davis. He is a Chartered Financial Analyst (CFA) charterholder.

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
-
最高管理費
1.25%
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