富蘭克林坦伯頓全球投資系列-全球股票收益基金美元A 穩定月配息股

8.83美元0.01(0.11%)
2022/12/01更新
績效 / 
1月9.22%
3月5.48%
1年5.85%
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
全球股票收益
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 High Dividend Yield NR USD
基金規模
55.66百萬截至 2022-10-31
年初至今報酬率
9.10%
殖利率
2.12
晨星評等
成立日期
2005-05-27

投資策略

本基金的投資目標是提供一集合經常性收益及長遠資本增值的組合。在正常市場環境下,本基金會投資於世界各地的股票證券的多元化投資組合。

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

  • 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.

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.00%
最高管理費
1.50%
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