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富蘭克林領步平穩增長基金(「本基金」)的主要投資目標是謀求最高水平的长期總回報。總回報包括資本增值及入息。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Wylie Tollette | Portfolio Manager | 2021 | 2023 |
自傳 | Mr. Tollette first joined Franklin Templeton in 1994, left the company in 2014 and rejoined again in 2018. | ||
Thomas A. Nelson | Portfolio Manager | 2016 | 2023 |
自傳 | Tom Nelson is a senior vice president and co-head of asset allocation portfolio management for Franklin Templeton Investment Solutions and a member of the Investment Strategy & Research Committee. Mr. Nelson is a portfolio manager of a number of funds offered in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, Franklin Templeton LVIP Multi-Asset Opportunities Fund, Franklin VolSmart Allocation VIP Fund, and numerous model portfolios and custom institutional portfolios. | ||
Ricky Chau | - | 2016 | 2023 |
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. | ||
Ian Riach | Other Executives | 2019 | 2019 |
自傳 | Ian Riach is a senior vice president and portfolio manager for Franklin Templeton Multi-Asset Solutions (FTMAS) multi-asset products including the Franklin Quotential Portfolios, Private Wealth Pools, and Franklin LifeSmart Portfolios. As the Chief Investment Officer of Fiduciary Trust Canada, Mr. Riach also oversees the investment management of Franklin Templeton's private wealth business. With over 30 years in investment industry, Mr. Riach holds a bachelor of commerce degree from the University of Calgary and is a Chartered Financial Analyst (CFA) Charter holder. | ||
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. | ||
John G Levy | - | 2016 | 2018 |
自傳 | He joined Franklin Templeton Investments in 2005 |
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