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Franklin European Sm-Mid Cap Growth A (acc) EUR

Ranked 64 out of 78 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Edwin Lugo

Edwin Lugo attended Columbia University where he studied Finance. He holds an MBA and the CFA designation. Edwin joined Franklin Templeton Investments in 2006 and has over 16 years of investment experience. Previously, he was with Brown Capital where he was an equity owner and vice president. He was also a vice president, research analyst, and portfolio manager with Templeton from 1996 to 2002. Edwin is a board member of the College Bound Foundation and an alumnus of the Robert A. Toigo Foundation.

Objective

The Fund's investment objective is capital appreciation. The Fund seeks to achieve its investment objective by investing principally in equity and/or equity-related securities (including warrants and convertible securities) of small and mid-cap European companies. In selecting equity investments, the Investment Manager employs an active, bottom-up fundamental research process to search for individual securities believed to possess superior risk-return characteristics. The base currency of the Fund is Euro.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.4%
2017 26.3% 9.0% 8.2% 4.2% 2.8%
2016 6.3% 2.9% -6.5% 7.7% 2.6%
2015 17.1% 13.7% -1.8% 1.2% 3.6%
2014 -10.9% 0.6% -3.8% -6.1% -1.9%
2013 39.6% 10.4% 5.5% 12.6% 6.4%
2012 26.7% 11.7% -9.4% 11.2% 12.6%
2011 -19.7% -1.7% -0.6% -17.1% -0.8%
2010 16.4% 4.9% -8.2% 11.6% 8.4%
2009 40.9% -5.4% 17.7% 20.8% 4.8%
2008 -23.0% -7.6% -2.5% -9.4% -5.8%
2007 9.3% 6.5% 4.1% -2.4% 1.0%
2006 34.6% 23.0% -2.6% 0.0% 12.4%
2005 36.2% 4.7% 7.0% 18.2% 2.8%
2004 11.2% 2.5% 1.1% -3.5% 11.2%
2003 43.6% -3.3% 17.6% 11.7% 13.1%
2002 -26.1% 4.4% -8.9% -25.1% 3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date03/12/2001
  • Share Class size207Mn
  • Base currencyUSD
  • ISIN LU0138075311

Purchase Info

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

Charges

  • Annual management1.00%

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