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8.960
-0.020
-0.22%
- 晨星評級:
- 總資產: 59.59M
Templeton Global Equity Income Fund B(Qdis)USD
8.960
-0.020
-0.22%
0P000019T6綜觀
你可在本頁找到深入的鄧普頓環球股票入息基金B (Qdis)USD公司檔案，包括0P000019T6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
本基金的投資目標是提供一集合日常收益及長遠資本增值的組合。在正常市場環境下，本基金投資於世界各地的股票證券的多元化投資組合。本基金是 透過投資於投資經理認為提供吸引的息率的股票而獲得收入。投資經理透過搜尋具有 日常收益或將有資本增值機會的價格偏低或被嫌棄的證券而獲取資本增值。資本增值 是透過投資於在世界任何地方包括新興市場的不同行業的公司的股票證券。 由於透過靈活及可調整的投資政策是更有可能達到其投資目標，本基金可物色其他類 型的可轉讓證券的投資機會，例如債務及固定收益證券。 本基金可進一步使用金融衍生工具，以作對沖、有效管理投資組合及投資用途。此等 金融衍生工具可於受監管市場或場外交易市場買賣，及除了其他外，可包括掉期合約 （例如信貸違約掉期或與股票指數相關的總回報掉期），遠期及交叉遠期，期貨合約 （包括基於股票、股票指數、利率、貨幣及政府證券的期貨），以及期權（包括備兌 認購期權）。本基金亦可認購參與票據或股票掛鈎票據，而該證券是相連於或其價值 來自另一證券，或與任何國家的資產或貨幣掛鈎。 為增加額外資本或收益或為降低成本或風險，本基金可以符合其投資政策的方式從事 證券借貸交易，最高可達其資產淨值的 50%。為免存疑，任何證券借貸將僅作為本基 金的輔助投資活動。 本基金可從資本、已變現及未變現的凈資本收益以及在未扣除開支之下派付股息。 投資於新興市場國家的風險較高，如「風險考慮」一節內所描述。
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. | ||
| 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 | 2005 | 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. | ||
| Joanne Wong | Portfolio Manager | 2019 | 2020 |
| 自傳 | Ms. Wong has been a portfolio manager since 2010, providing research and advice on the purchases and sales of individual securities, and portfolio risk assessment. She joined Franklin Templeton Investments in 2002. | ||
| Peter Wilmshurst | - | 2005 | 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 | - | 2005 | 2019 |
| George Ritchie | Portfolio Manager | 2005 | 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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