富蘭克林坦伯頓全球投資系列-全球房地產基金美元A(Qdis)股

8.16美元0.07(0.87%)
2023/05/26更新
績效 / 
1月3.11%
3月5.89%
1年14.84%
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
房地產 - 全球(間接)
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
FTSE EPRA Nareit Global TR USD
基金規模
107.59百萬截至 2023-04-30
年初至今報酬率
1.71%
殖利率
3.14
晨星評等
成立日期
2005-12-29

投資策略

본 펀드의 투자목적은 이자소득(interest income)과 자본이득으로 구성된 총투자수익을 극대화하는 것입니다.

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

  • Scher Daniel
  • 資歷 4年(2019-09-03 至今)
  • Mr. Scher, portfolio manager, joined Franklin Templeton Investments in 2002. Prior to joining the Global Real Estate Securities team in 2007, Mr. Scher had spent over four years performing business development, marketing and client service functions for Franklin Templeton Institutional in Melbourne, Australia. Prior to joining Franklin Templeton in 2002, Mr. Scher worked for the asset management division of the Australia and New Zealand Banking Group (ANZ) providing investment support and research to the institutional funds management distribution team. He was also with Ernst & Young in their international taxation division as a graduate economist.
  • Schmicker Blair
  • 資歷 4年(2019-09-03 至今)
  • Mr. Schmicker has been a portfolio manager with Franklin Advisers, Inc. since 2009, providing research and advice on the purchases and sales of individual securities, and portfolio risk assessment. He joined Franklin Templeton Investments in 2007. Prior to joining Franklin Templeton Investments in 2007, he worked as an associate at Aetos Capital and as an analyst at Credit Suisse.

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