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Franklin India

Ranked 9 out of 19 in - India over 12 months
All calculations are in GBP

Managed by

Stephen Dover

Stephen Dover graduated from Lewis and Clark College in Portland, Oregon with a BA degree in communications and business administration. He went on to graduate from The Wharton School of the University of Pennsylvania with an MBA in finance. Stephen is currently the managing director and international chief investment officer of Franklin Global Advisors and also oversees and manages Asian equity growth products. Prior to his current role he was founder and CIO of Bradesco Templeton Asset Management and before joining Franklin Templeton in 1997 he was a portfolio manager and principal at Newell Associates. Before this he worked for Towers Perrin Consulting in New York. Stephen is a Chartered Financial Analyst and a Certified Financial Planner.

Sukumar Rajah

Objective

The Fund aims to increase the value of its investments over the medium to long term. The Fund invests mainly in equity and equity-related securities issued by companies of any size located in, or doing significant business in, India. The Fund can invest to a lesser extent in money market securities.

Performance

India over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 8.3% 13.0% 9.8%
2013 -6.7% 2.9% -7.5% -11.7% 10.9%
2012 17.2% 15.5% -7.5% 7.7% 1.8%
2011 -31.3% -5.5% -1.4% -15.3% -13.0%
2010 31.8% 14.5% -0.5% 13.7% 1.7%
2009 62.9% -1.5% 28.7% 19.1% 8.0%
2008 -40.5% -25.7% -19.0% 8.0% -8.5%
2007 65.1% -3.1% 21.7% 13.0% 23.9%
2006 27.9% 17.1% -17.6% 17.5% 12.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Cyprus
  6. Czech Republic
  7. Denmark
  8. Estonia
  9. Finland
  10. France
  11. Germany
  12. Gibraltar
  13. Greece
  14. Guernsey
  15. Hong Kong
  16. Hungary
  17. Italy
  18. Jersey
  19. Korea
  20. Latvia
  21. Lithuania
  22. Luxembourg
  23. Macau
  24. Netherlands
  25. Norway
  26. Peru
  27. Poland
  28. Portugal
  29. Singapore
  30. Slovakia
  31. South Africa
  32. Spain
  33. Switzerland
  34. Trinidad & Tobago
  35. United Kingdom

Fund Info

  • Launch date25/10/2005
  • Share Class size13Mn
  • Base currencyGBP
  • ISIN LU0231206078

Purchase Info

  • Min. initial investment5,000
  • Min. additional investment0

Charges

  • Annual management1.0%
  • Initial investment5.75

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).