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13.450
+0.040
+0.30%
- 晨星評級:
- 總資產: 68.54M
Templeton Global Balanced Fund AS(acc)SGD
13.450
+0.040
+0.30%
0P000174ZP綜觀
你可在本頁找到深入的Templeton Global Balanced Fund AS(acc)SGD公司檔案，包括0P000174ZP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。
投資策略
該基金之投資目標為以符合審慎的投資管理的原則下，謀求資本增值和日常益。該基金主要透過投資於世界各國政府及與政府有關的發行機構或企業機構所發行的固定或浮動利率債務證券（包括投資最高達該基金資產淨值的 5%於非投資級別證券）和償還債項。該基金亦可購買由數個國家政府所組織或支持的超國家機構所發行的償還債項。該基金可透過債券通或直接投資（亦稱為直接投資內地銀行間債券市場）少於其資產淨值的 30%於中國內地。無論何時，基金經理也不能把該基金 40%以上總淨資產投資於固定收益證券。
聯絡資訊
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Douglas Grant | - | 2022 | now |
| 自傳 | Mr. Grant joined Franklin Templeton in 2020. Prior to joining Franklin Templeton, Mr. Grant was a senior equity analyst at Sterling Capital. | ||
| Derek Taner | Lead Portfolio Manager | 2022 | now |
| 自傳 | 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. | ||
| Calvin Ho | Senior Vice President | 2018 | now |
| 自傳 | Calvin Ho, Ph.D., is a senior vice president and director of research for Templeton Global Macro. Dr. Ho also serves as a portfolio manager for a number of funds, including Templeton Global Bond Fund, Templeton Global Total Return Fund and Templeton Emerging Market Bond Fund. Dr. Ho joined Franklin Templeton Investments in 2005 after obtaining his Ph.D. at UC Berkeley. He has been a core part of the Templeton Global Macro team since 2005, working closely with Dr. Michael Hasenstab as a lead research analyst. Dr. Ho holds both B.A. and Ph.D. in economics from University of California, Berkeley. | ||
| Michael J. Hasenstab | CIO (Chief Investment Officer) | 2006 | now |
| 自傳 | Michael Hasenstab, Ph.D., has been a lead portfolio manager of Franklin Templeton which he first joined in 1995, rejoining again in 2001 after a three-year leave to obtain his Ph.D.. He was EVP and CIO for Templeton Global Macro, responsible for global macroeconomic and country-specific analysis, and interest rate, currency and sovereign credit market outlooks. He is an economic advisor to the CEO of Franklin Resources, Inc., providing perspective and insight through the lens of Templeton Global Macro.Dr. Hasenstab holds a Ph.D. in economics at Australian National University. | ||
| Peter David Sartori | Head | 2019 | 2022 |
| 自傳 | 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). | ||
| Alan Chua | Executive Vice President | 2018 | 2022 |
| 自傳 | 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. | ||
| Peter Wilmshurst | - | 2007 | 2019 |
| 自傳 | Peter joined Nanuk in 2021 and is one of the firm’s portfolio managers with over 25 years’ experience in global equities. Peter spent more than 20 years with the Templeton Global Equity Group in various senior analytical and portfolio management roles in the Bahamas, Fort Lauderdale and more recently Melbourne. Peter has a Masters of Economics degree from Macquarie University, qualified as a Fellow of the Institute of Actuaries of Australia and holds the CFA designation, having also been a past president of the CFA Society of Melbourne. | ||
| Tian Qiu | - | 2018 | 2019 |
| Sonal Desai | Executive Vice President | 2018 | 2018 |
| 自傳 | Sonal Desai, PhD, EVP, is Franklin Templeton Fixed Income Group’s Chief Investment Officer, a portfolio manager for several fixed income funds and a member of the firm's executive committee. Dr. Desai started her career in 1994 as a university academic, followed by six years at the International Monetary Fund after which she joined the private sector. She started working at Franklin Templeton in 2009. She holds a PhD(Econ) from Northwestern Univ. and a BA(Econ) from Delhi Univ. | ||
| George Ritchie | Portfolio Manager | 1998 | 2006 |
| 自傳 | George joined Edinburgh Partners from Franklin Templeton Investments in February 2007. While at Franklin Templeton, George managed a range of institutional and retail funds, which were consistently rated by both S&P and Morningstar. He was also responsible for research of the Chemicals, Automotive, Commercial Services and Diversified Financial sectors on a global basis, as well as UK, Benelux and Philippine equity markets. Before Franklin Templeton, George spent eleven years at Standard Life, where he was responsible for UK equity research and managed both segregated pension funds and a portion of the main life fund. George holds an MA (Hons) in Economics from Edinburgh University and is an Associate member of the UK Society of Investment Professionals. George researches the global Industrials sector and is responsible for managing several client portfolios. | ||
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