基本資料

投資策略

本基金的投資目標是透過堅實的投資管理，追求資本成長與當期收益。

本基金藉由主要投資於全球（包括新興市場）各國機構所發行的股票及政府債券來達成目標。

本基金為尋求達成其投資目標主要透過於開發中或新興市場國家之政府、政府所屬相關機構或是企業所發行之固定及浮動利率的債權證券及債權憑證的投資組合。本基金亦可投資在由多國政府組織或支援之跨國性組織，例如國際復興開發銀行或歐洲投資銀行所發行的債權憑證。

投資經理公司預期將大部分的基金資產於具本增值潛力之股票、股票連結證券，包括債券、或可轉換或可交換為股票的特別股。本基金更藉由投資於全球各國之政府、政府所屬相關機構企業發行的固定或浮動利率的債權證券及債權憑證，以達到追求收益目標。本基金亦可投資在由多國政府所組織或支援的跨國性組織，例如際復興開發銀行歐洲投資銀行所發行的債權憑證。本基金得購買股票、固定收益證券及債權憑證。儘管前面所述，投資經理公司不會將超過 40% 的淨資產投於固定收益證券。

本基金也得為了避險目的以及/或是效率投組管理而使用金融衍生性商品。這些金融衍生性商品得於 (i)：受管轄市場交易，例如期貨契約（包括政府證券的期貨契約）及選擇權，或是於 (ii)櫃檯買賣市場交易， 例如：貨幣、匯率及利率相關的互換交易及遠期交易。

基金經理人

• Grant Douglas
• 資歷 1年(2022-04-11 至今)

• Mr. Grant joined Franklin Templeton in 2020. Prior to joining Franklin Templeton, Mr. Grant was a senior equity analyst at Sterling Capital.

• Taner Derek
• 資歷 1年(2022-04-11 至今)

• Derek Taner is the lead portfolio manger for the Invesco Global Health Care team. Mr. Taner joined Invesco in 2005, coming from Franklin Advisers Inc. where he served as a portfolio manager on Franklin Templeton’s health care team from 2002 through 2005 — the fi nal two years as lead manager. He began his investment career in 1993 as a fi xed-income analyst with Franklin Templeton and was promoted to assistant portfolio manager in 1997. In 2000, he joined the fi rm’s equity department and was named co-manager of its equity-income product. Mr. Taner earned a Bachelor of Science degree in business administration with an emphasis in accounting and fi nance and a Master of Business Administration degree from the Haas School of Business at the University of California (Berkeley). He is a CFA charterholder.

• Ho Calvin
• 資歷 4年(2018-12-31 至今)

• Calvin Ho, Ph.D., is a senior vice president and director of research for Templeton Global Macro. Dr. Ho also serves as a portfolio manager for a number of funds, including Templeton Global Bond Fund, Templeton Global Total Return Fund and Templeton Emerging Market Bond Fund. Dr. Ho joined Franklin Templeton Investments in 2005 after obtaining his Ph.D. at UC Berkeley. He has been a core part of the Templeton Global Macro team since 2005, working closely with Dr. Michael Hasenstab as a lead research analyst. Dr. Ho holds both B.A. and Ph.D. in economics from University of California, Berkeley.

基金費用

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