富蘭克林坦伯頓全球投資系列-亞洲成長基金美元F(acc)股

13.58美元0.06(0.44%)
2026/01/16更新
績效 / 
1月10.41%
3月9.08%
1年34.99%
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
亞洲不包括日本股票
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 Asia xJpn TME NR USD
基金規模
1,890.70百萬截至 2026-01-16
年初至今報酬率
5.93%
殖利率
0.00
晨星評等
-
成立日期
2019-10-03

投資策略

該基金的投資目標為資本增值,透過主要投資於亞洲上市的股票證券。該基金主要投資於(i)在亞洲地區成立或(ii)主要業務活動在亞洲地區或(iii)在亞洲地區資本市場之認可交易所上市的公司的可轉讓股票證券及預託證券。該基金亦可投資最高達其資產淨值的10%於UCITS 及其他 UCIs 的單位。

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 Ferdinand
  • 資歷 0年(2025-12-31 至今)
  • FERDINAND CHEUK, CFA
    Senior Vice President
    Portfolio Manager, Research Analyst
    Templeton Global Equity Group
    Franklin Templeton Investments (Asia) Limited
    Hong Kong
    
    Ferdinand Cheuk is senior vice president, portfolio manager and research analyst in the Templeton Global Equity Group. He manages a number of Asia Pacific and Japan portfolios and is also a member of the Global Leaders Investment Team. His research responsibilities include internet and technology and country coverage on Hong Kong, China and Taiwan.
    
    Prior to joining Templeton in 2016, Mr. Cheuk was a senior investment analyst with HSBC Global Asset Management in Hong Kong where he also managed regional and country portfolios. He entered the financial industry in 1996 having worked at JP Morgan, Merrill Lynch and the Capital Group.
    
    Mr. Cheuk holds a Bachelor of Science (Economics) degree from the Wharton School of the University of Pennsylvania, and an MBA from Kellogg-HKUST. He is also a Chartered Financial Analyst (CFA) charter holder.
  • Liao Yi Ping
  • 資歷 1年(2025-04-30 至今)
  • Rajah Sukumar
  • 資歷 8年(2018-02-01 至今)
  • Sukumar Rajah is Senior Managing Director, Director of Portfolio Management for Franklin Templeton Emerging Markets Equity. Mr. Rajah joined Pioneer ITI in 1994, which was acquired by Franklin Templeton in 2002. Prior to joining Pioneer ITI, Mr. Rajah was assistant vice president of Indbank Merchant Banking Services, Ltd. Before this, he worked for Tata Steel from 1986 to 1988. Mr. Rajah earned his MBA specializing in finance and marketing from the Indian Institute of Management, Bangalore. He earned his Bachelors' Degree in Engineering from the Indian Institute of Technology, Roorkee.

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
1.85%
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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