富蘭克林坦伯頓全球投資系列-中小型企業基金美元A (acc)股

59.58美元0.7(1.19%)
2021/07/29更新
績效 / 
1月0.38%
3月0.54%
1年45.06%
晨星評等

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
全球中小型股票
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
MSCI World Small Cap NR USD
基金規模
132.71百萬截至 2021-06-30
年初至今報酬率
15.47%
殖利率
0.00
晨星評等
成立日期
2001-05-14

投資策略

此基金前稱鄧普頓美國小型公司基金,基金透過投資於市值在二十億美元以下的世界各地公司證券,謀取長線資本增值。

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

  • Waddell Heather
  • 資歷 0年(2021-01-01 至今)
  • Heather Waddell, Executive Vice President, joined the Templeton organization in 1996. Ms. Waddell is a research analyst and lead portfolio manager on a number of institutional separate account relationships and sub-advised portfolios.
    
    Ms. Waddell has research responsibility for the global small capitalization industrials and communication services sectors.
    
    Ms. Waddell earned an M.B.A. from the Columbia University Graduate School of Business in New York and a B.A. in economics from the University of California, Santa Cruz. She is a Chartered Financial Analyst (CFA) charterholder and an active member of the Columbia University and the University of California Alumni associations, and the South Florida Society of Financial Analysts.
  • Tuttle David
  • 資歷 6年(2015-07-31 至今)
  • David Tuttle is a vice president, and portfolio manager for the Templeton Global Equity Group. Mr. Tuttle holds a bachelor of commerce degree (with distinction) from the University of Toronto. He is a Chartered Financial Analyst (CFA) charterholder, a Certified Financial Planner (CFP), and a member of the Toronto Society of Financial Analysts.
  • Hodes Harlan
  • 資歷 14年(2007-09-29 至今)
  • HARLAN B. HODES, CPA
    Executive Vice President
    Portfolio Manager, Research Analyst
    Harlan B. Hodes is an executive vice president for the Templeton Global Equity Group. Mr. Hodes manages the US retail Templeton Global Smaller Companies Fund and small-cap institutional portfolios, including Templeton International Smaller Companies Fund and TIF Foreign Smaller Companies Fund. In addition, he has global research responsibilities for small-cap and Asian consumer goods and small-cap cyclicals.

基金費用

最低認購金額
5,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.00%
最高管理費
1.00%
遞延費
-
最高遞延費
1.00%

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