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

卢森堡

从投资组合添加/删除添加至投资组合

16.350 +0.040 +0.25%

14/03 - 闭盘. PLN 货币

类型: 基金

市场: 卢森堡

发行商: Franklin Templeton International Services S.à r.l.

ISIN: LU1350352545

资产类别: 股票

晨星评级:
总资产: 44.95M

0P00017I53概述

本页面提供Franklin NextStep Moderate Fund A(acc)PLN-H1的详细介绍，帮助您了解0P00017I53的高管、总资产、投资策略和联系方式等信息。

种类

其他股債混合

总资产

44.95M

费用

1.58%

开始日期

2016年2月5日

投资策略

富兰克林领步均衡基金（「该基金」）的主要投资目标是谋求高水平的长期总回报。总回报包括资本增值及入息。为达致其目标，该基金主要地（即该基金最少三分之二的净资产）投资其净资产于富兰克林邓普顿机构及其他资产管理公司管理的可转让证券集体投资计划（「UCITS」）及其他开放型与封闭型集体投资计划（「UCI」）（包括交易所买卖基金）的单位（「相关基金」），以投资于位于世界各地（包括亚洲、欧洲、美国及新兴市场）任何市值的发行机构（包括中小型公司）所发行的股票证券及固定或浮动息率债务证券（包括政府及公司所发行或担保的投资级别、非投资级别或未被评级债务证券，惟该基金不可将超过其资产的10%投资于由任何单一政府或政府相关发行机构所发行或担保、投资时信贷评级低于投资级别的证券）。该基金仅可使用金融衍生工具作外汇对冲用途。

联络信息

地址 Romania
Luxembourg, L-1246
Luxembourg

电话 +352 46 66 67 212

网址 www.franklintempleton.lu

高管

名称	标题	任期	至
Matthias Hoppe	Senior Vice President, Portfolio Manager	2025	now
背景介紹	MATTHIAS HOPPE Senior Vice President Portfolio Manager Franklin Templeton Solutions Franklin Templeton Investment Management Limited Frankfurt, Germany Matthias Hoppe is a senior vice president and portfolio manager for Franklin Templeton Solutions. He is responsible for overseeing European multi-asset portfolios and also manages portfolios for clients in Africa and Latin America. He is also a member of the Franklin Templeton Solutions Global Investment Committee. Prior to joining Franklin Templeton Investments in 2008, he was a senior portfolio manager at an asset management firm in Du
Wylie Tollette	Portfolio Manager	2021	now
背景介紹	Mr. Tollette first joined Franklin Templeton in 1994, left the company in 2014 and rejoined again in 2018.
Marzena Hofrichter	-	2020	now
背景介紹	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
背景介紹	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
背景介紹	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
背景介紹	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
背景介紹	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
背景介紹	He joined Franklin Templeton Investments in 2005

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