基本資料

投資策略

該基金的投資目標是將收益擴至最大，同時維持資本增值的前景。該基金投資於由世界各地的債券和上市股票證券所組成的多元化投資組合, 包括新興市場。該基金預計分别於債券及上市股票證券的投資可最高達其資產淨值的70%。該基金可投資最高達其資產淨值的 100%於低於投資級別 4的債務證券（亦稱爲「垃圾債券」）。

該基金預計於與個別證券或指數掛鈎的結構性票據的投資少於其資產淨值的30%。

該基金亦可投資最高達其資產淨值的 20%於受壓證券。於違約債務證券的投資將不會超過該基金資產淨值的10%。

基金經理人

• Brighton Todd
• 資歷 4年(2020-06-18 至今)

• Todd Brighton is a vice president, portfolio manager and research analyst for Franklin Templeton Multi-Asset Solutions. He is the lead manager of the Franklin Liberty US Low Volatility ETF. Mr. Brighton analyzes equity and equity-linked investments for the Core/Hybrid team and specializes in the development of volatility-based strategies. Mr. Brighton joined Franklin Templeton in 2000. He is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute and the CFA Society of San Francisco.

• Perks Edward
• 資歷 4年(2020-06-18 至今)

• Edward Perks is chief investment officer of Franklin Templeton Investment Solutions and president of Franklin Advisers, Inc. In this role, Mr. Perks has oversight of myriad multi-asset investment capabilities designed to meet client needs for specific investment solutions. Mr. Perks joined Franklin Templeton in 1992. Mr. Perks holds a B.A. in economics and political science from Yale University. He is a Chartered Financial Analyst (CFA) charterholder, a member of the CFA Institute, and the Security Analysts of San Francisco (SASF).

基金費用

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