美盛凱利基礎建設價值基金A類股澳幣增益配息型(M)(避險)

10.23澳幣0.09(0.89%)
2023/03/31更新
績效 / 
1月0.02%
3月0.5%
1年4.19%
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
澳幣
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
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晨星組別基準指數
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基金規模
1,134.38百萬截至 2023-03-30
年初至今報酬率
0.50%
殖利率
4.66
晨星評等
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成立日期
2019-10-24

投資策略

暫無投資策略資料

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

  • Ong Simon
  • 資歷 2年(2021-07-01 至今)
  • Simon is responsible for the research and coverage of North American gas and electricity and European transport. He has 12 years of investment industry experience.
    
    Simon joined a predecessor organization in 2014 as a portfolio analyst supporting the Infrastructure strategies. In 2021, Simon was named as a portfolio manager on the ClearBridge Global Value Infrastructure strategy(RARE Infrastructure Limited). Prior to this, Simon was an Investment Analyst at Orion Asset Management, where he was responsible for investment research, analysis and valuation of ASX-listed equities.
    
    Simon joined a predecessor organization in 2014. Prior to this, Simon was an Investment Analyst at Orion Asset Management, where he was responsible for investment research, analysis and valuation of ASX-listed equities.
    
    Simon earned a Bachelor of Commerce and Bachelor of Laws from the University of New South Wales.
  • Langley Nick
  • 資歷 6年(2016-12-09 至今)
  • Nick co-manages all Global Infrastructure Strategies. He has 27 years of investment industry experience.
    
    Nick co-founded predecessor firm RARE Infrastructure in 2006. Previously, Nick served as Principal of AMP Capital’s Infrastructure Funds Management team, where he was also the CFO of DUET, an ASX-listed investment trust with AUD 5 billion in electricity and gas assets. He was also an Associate Director, Investment Banking, at UBS and Manager, Mergers and Acquisitions, at BZW/ABN AMRO.
    
    Nick earned a Bachelor of Laws and a Bachelor of Commerce from the University of Auckland.
  • Hamieh Charles
  • 資歷 6年(2016-12-09 至今)
  • Charles co-manages all Global Infrastructure Strategies. He has 25 years of investment industry experience.
    
    Charles joined a predecessor organization in 2010. Previously, he was Director and Senior Analyst, Global Infrastructure Securities, at AMP Capital as well as Director, Infrastructure Securities at Hastings Fund Management. He was also Head of Listed Infrastructure at Challenger Financial Services Group, a Portfolio Manager at AMP Capital Investors and an Analyst and Strategist at HSBC Australia.
    
    Charles earned a Bachelor of Economics from the University of Western Sydney.

基金費用

最低認購金額
1,000澳幣
申購手續費
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保管費
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分銷費
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管理費
-
最高管理費
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遞延費
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最高遞延費
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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