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

10.20美元0.07(0.68%)
2021/06/16更新
績效 / 
1月1.18%
3月2.84%
1年39.36%
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
80.33百萬截至 2021-05-31
年初至今報酬率
11.77%
殖利率
1.79
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

  • Sartori Peter
  • 資歷 2年(2019-12-02 至今)
  • Peter D. Sartori is executive vice president and portfolio manager for the Templeton Global Equity Group (TGEG) based in Singapore. He is also a member of the global leadership group for TGEG, responsible for driving regional mandates and positioning Asia Pacific for business growth within global and international portfolios. Peter has 29 years' experience in the asset management industry. He started his career in 1990 at First State Investments in Melbourne Australia before opening their Hong Kong office in 1997. From 2001, he held senior roles at Scudder Investments in Singapore and Credit Suisse Asset Management in Sydney. In 2005 Peter launched his own boutique funds management company Treasury Asia Asset Management (TAAM) located in both Sydney and Singapore. TAAM was acquired by Nikko Asset Management Asia in 2014, and Peter remained with the company as Head of Asian Equities in Singapore until 2019. Peter holds a Bachelor of Business from RMIT (Phillip) in Melbourne Australia and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. He is a Fellow of Financial Services Institute of Australia (FINSIA).
  • Chua Alan
  • 資歷 16年(2005-05-27 至今)
  • Alan Chua is an executive vice president and research analyst for the Templeton Global Equity Group, as well as a portfolio manager for a number of institutional and retail clients based in and outside Singapore. He has global research responsibilities for the machinery and auto and auto components industries. Prior to joining Franklin Templeton in 2000, Mr. Chua was an associate director with UBS Asset Management and a senior corporate relationship officer for Deutsche Bank. He entered the financial services industry in 1989. Mr. Chua holds a B.Sc. in economics from the University of Oregon and an M.B.A. from the London Business School. He is a Chartered Financial Analyst (CFA) charterholder.

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