Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Franklin European Small-Mid Cap Growth

Ranked 110 out of 185 in - European Small & Medium Companies over 12 months
All calculations are in EUR

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.

Performance

European Small & Medium Companies over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -1.8% 1.2% -0.7% -2.3%
2013 36.1% 5.9% 4.1% 15.5% 6.9%
2012 30.5% 12.0% -6.7% 12.9% 10.6%
2011 -17.6% -4.9% -2.6% -13.1% 2.3%
2010 20.7% 4.4% 0.0% 5.5% 9.6%
2009 53.4% -1.3% 28.0% 12.6% 7.8%
2008 -41.5% -14.9% -1.8% -8.9% -23.2%
2007 0.3% 5.8% 4.9% -5.8% -4.0%
2006 37.3% 21.1% -1.7% 2.0% 13.1%
2005 40.4% 7.8% 9.0% 17.2% 2.0%
2004 10.7% 8.0% 0.8% -5.7% 7.8%
2003 32.8% -8.7% 16.6% 10.9% 12.5%
2002 -30.6% 4.3% -13.8% -22.8% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Related News

Franklin Templeton soft-closes top European small & mid cap fund

The top performing strategy is closed to new investors following a year of outperformance, Citywire Global can reveal. 

AA-rated Franklin European star backs UK firms for recovery

AA-rated Franklin European small cap manager Ed Lugo has piled more than half of his portfolio into UK stocks as he eyes an economic recovery. 

Europe's Top 100 Fund Managers 2009: winners through boom and bust

It has been a turbulent and testing three years for fund managers, to put it mildly, which makes the make-up of this year’s list of Europe’s Top 100 managers all the more interesting.

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