基本資料

投資策略

該基金的投資目標為資本增值，透過投資於全球（包括新興市場）任何國家的政府及公司所發行的股票及債務證券以達到其投資目標。該基金主要地投資於普通股。為增加額外資本或收益或為降低成本或風險，該基金可以符合其投資政策的方式從事證券借貸交易，最高可達其資產淨值的50%。

基金經理人

• Bristow James
• 資歷 1年(2025-04-30 至今)

• James Bristow, CFA, Managing Director of BlackRock, Inc. since 2010; Director of BlackRock, Inc. from 2006 to 2009. He joined BlackRock in 2006. Prior to this, he was a portfolio manager with JP Morgan, responsible for managing global, international and European equity portfolios. He joined JP Morgan in 1998. He began his career with ABN AMRO Rothschild equity capital markets. Mr. Bristow earned an MA in philosophy, politics and economics from Magdalen College, Oxford in 1997.

• Sartori Peter
• 資歷 2年(2024-03-31 至今)

• Peter Sartori is Director of Portfolio Management for the Templeton Global Equity Group. Peter 
  overseas the groups portfolio managers as well as being lead portfolio manager on several of the 
  group’s funds.
  Peter started his career at First State Investments in Melbourne Australia in 1991 and opened their 
  Hong Kong office in 1997. From 2001 he held senior roles at Scudder Investments in Singapore and Credit Suisse Asset Management in Sydney.

• Peel Christopher
• 資歷 4年(2022-02-28 至今)

• Christopher Peel is chief executive officer of Templeton Global Advisors and a portfolio manager and research analyst for the Templeton Global Equity Group. Mr. Peel is lead portfolio manager for 
  Templeton Foreign Fund and several other funds with similar mandates, in addition to being a 
  manager for Templeton World Fund and Templeton Growth Fund Inc.

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