Franklin NextStep Moderate Fund A(acc)PLN-H1(0P00017I53)

盧森堡

從投資組合中新增/移除新增至觀察名單

16.350 -0.110 -0.67%

10/01 - 關閉. PLN 貨幣

種類: 基金

市場: 盧森堡

發行者: Franklin Templeton International Services S.à r.l.

國際證券識別碼(ISIN): LU1350352545

資產類別: 股票

晨星評級:
總資產: 313.63M

0P00017I53綜觀

你可在本頁找到深入的Franklin NextStep Moderate Fund A(acc)PLN-H1公司檔案，包括0P00017I53的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Other Allocation

總資產

313.63M

費用

1.58%

基金成立

2016年2月5日

投資策略

富蘭克林領步均衡基金（「該基金」）的主要投資目標是謀求高水平的長期總回報。總回報包括資本增值及入息。為達致其目標，該基金主要地（即該基金最少三分之二的淨資產）投資其淨資產於富蘭克林鄧普頓機構及其他資產管理公司管理的可轉讓證券集體投資計劃（「UCITS」）及其他開放型與封閉型集體投資計劃（「UCI」）（包括交易所買賣基金）的單位（「相關基金」），以投資於位於世界各地（包括亞洲、歐洲、美國及新興市場）任何市值的發行機構（包括中小型公司）所發行的股票證券及固定或浮動息率債務證券（包括政府及公司所發行或擔保的投資級別、非投資級別或未被評級債務證券，惟該基金不可將超過其資產的 10%投資於由任何單一政府或政府相關發行機構所發行或擔保、投資時信貸評級低於投資級別的證券）。該基金僅可使用金融衍生工具作外匯對沖用途。

聯絡資訊

地址 Romania
Luxembourg, L-1246
Luxembourg

電話 +352 46 66 67 212

網絡 www.franklintempleton.lu

主要管理層

名稱	主旨	成立於	直至
Wylie Tollette	Portfolio Manager	2021	now
自傳	Mr. Tollette first joined Franklin Templeton in 1994, left the company in 2014 and rejoined again in 2018.
Marzena Hofrichter	-	2020	now
自傳	Marzena Hofrichter, CFA, is a research analyst for Franklin Templeton Multi-Asset Solutions based in Frankfurt am Main/Germany. She is responsible for research and analysis of proprietary and third-party European equity and fixed income mutual funds and mandates for use in Europe, North America and globally-registered multi-asset strategies. Her research coverage also includes global equity mutual funds. Marzena Hofrichter joined Franklin Templeton Investments in 2010. Prior to that, she has gathered several years of investment industry experience as a fund analyst with Morningstar and as an assistant portfolio manager with Allianz Global Investors Balanced and Global Equity teams. Marzena Hofrichter earned her M.A. in finance and banking from the Warsaw School of Economics (SGH) in 2004. She is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Society Germany.
Thomas A. Nelson	Portfolio Manager	2016	now
自傳	THOMAS NELSON, CFA, CAIA Head of Asset Allocation Portfolio Management Franklin Templeton Investment Solutions Franklin Advisers, Inc. Ft. Lauderdale, Florida, United States Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee. Mr. Nelson is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst
May Tong	Portfolio Manager	2018	2021
自傳	May Tong has been with Principal® since 2021. Prior to that, Ms. Tong was a Senior Vice President, Portfolio Manager for Franklin Templeton Multi-Asset Solutions since 2018. Prior to that, Ms. Tong was a Portfolio Manager and Head of Portfolio Implementation and Management for Voya Investment Management’s Multi-Asset Strategies and Solutions Team since 2011. Ms. Tong is responsible for the asset allocation and manager selection for Principal Global Asset Allocation. She earned a bachelor’s degree in Accounting and Finance from Boston College and an M.B.A. from Columbia University. She has earned the right to use the Chartered Financial Analyst designation.
Stephen R. Lingard	Analyst	2016	2018
自傳	Stephen Lingard is a senior vice president and portfolio manager for Franklin Templeton Solutions and a member of the FTS Global Investment Committee serving as co-head of equity strategy. He has portfolio management responsibilities for all Canadian-based multi-asset products in addition to managing retail and institutional accounts for global clients. He has previously served as Director of Research for the FTS Manager and Asset Research team. Mr. Lingard joined the company in 2007 and has more than 20 years of industry experience.
Brooks Ritchey	Senior Managing Director	2016	2018
自傳	Brooks Ritchey is a senior managing director and head of portfolio construction for K2 Advisors. In this role, he manages absolute return, multi-asset, and risk overlay portfolios. He is member of the alternatives executive committee, Japan investment committee, and K2 Advisors guideline committee. Since 1987, Mr. Ritchey has managed multi-asset mutual fund and hedge fund portfolios while located in New York and Paris, France during his employment with organizations including Steinhardt Partners, Citibank, Finch Asset Management, Paribas, AIG, and ING. Mr. Ritchey joined K2 Advisors in 2005.
John G Levy	-	2016	2018
自傳	He joined Franklin Templeton Investments in 2005

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