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Franklin Nextstep Moderate Fund A(acc)pln-h1 (0P00017I53)
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- Classificação da Morningstar:
- Total do Ativo: 53,18M
Tipo:
Fundo
Mercado:
Luxemburgo
Emissor:
Franklin Templeton International Services S.à r.l.
ISIN:
LU1350352545
Classe de Ativo:
Ações
Franklin NextStep Moderate Fund A(acc)PLN H1
15,910
-0,030
-0,19%
0P00017I53 - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Franklin Nextstep Moderate Fund A(acc)pln-h1. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P00017I53, entre outras informações.
Informações de Contato
Endereço
Romania
Luxembourg, L-1246
Luxembourg
Luxembourg, L-1246
Luxembourg
Telefone
+352 46 66 67 212
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Wylie Tollette | Portfolio Manager | 2021 | Agora |
| Biografia | Mr. Tollette first joined Franklin Templeton in 1994, left the company in 2014 and rejoined again in 2018. | ||
| Marzena Hofrichter | - | 2020 | Agora |
| Biografia | 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 | Agora |
| Biografia | 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 |
| Biografia | 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 |
| Biografia | 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 |
| Biografia | 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 |
| Biografia | He joined Franklin Templeton Investments in 2005 | ||
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