基本資料

投資策略

本基金之在於收益與增值總報酬極大化。 

投資經理公司藉由於不動產信託基金（ Real Estate Investment Trusts, REITs）以及其他位於世界各地（包括新興市場）主要業務為從事融資、買賣、持有、開發和管理不動產的及相關業務公司（包括小型到中）來尋求達成其投資目標。“不動產投資信託基金 ”是以公司股份形式在證券交易所掛牌上市，其將顯著部位淨資產直接投於不動相關資產則得以享有特殊優惠稅制。本基金的這些投資係為符合規範可轉讓證券。本基尋求投資的公司標的係跨越廣泛的不動產產業以及國家。

本基金也得為貨幣避險以及/或是效率投組管理（例如但不限定於遠期交易和交叉遠期交易、利率期貨、互換交易以及選擇權）而運用各種不同的金融衍生性商品。

基金經理人

• Scher Daniel
• 資歷 3年(2019-09-03 至今)

• Mr. Scher, portfolio manager, joined Franklin Templeton Investments in 2002. Prior to joining the Global Real Estate Securities team in 2007, Mr. Scher had spent over four years performing business development, marketing and client service functions for Franklin Templeton Institutional in Melbourne, Australia. Prior to joining Franklin Templeton in 2002, Mr. Scher worked for the asset management division of the Australia and New Zealand Banking Group (ANZ) providing investment support and research to the institutional funds management distribution team. He was also with Ernst & Young in their international taxation division as a graduate economist.

• Schmicker Blair
• 資歷 3年(2019-09-03 至今)

• Mr. Schmicker has been a portfolio manager with Franklin Advisers, Inc. since 2009, providing research and advice on the purchases and sales of individual securities, and portfolio risk assessment. He joined Franklin Templeton Investments in 2007. Prior to joining Franklin Templeton Investments in 2007, he worked as an associate at Aetos Capital and as an analyst at Credit Suisse.

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