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Franklin European Small-Mid Cap Growth

Ranked 41 out of 65 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 : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
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

Asset Allocation

Breakdown

30/09/2015

Top 10 Holdings

Stock Size
Paysafe Group PLC ORD 5.76
Kennedy Wilson Europe Real Estate PLC ORD 5.12
Deutsche Boerse AG ORD 4.81
Countrywide PLC ORD 4.73
Grafton Group PLC ORD 4.43
ISS A/S ORD 4.37
Zardoya Otis SA ORD 4.20
Michael Page International PLC ORD 4.14
Prysmian SpA ORD 4.11
Green REIT PLC 4.03
30/09/2015

Registered For Sale In

  1. Austria
  2. Belgium
  3. Canada
  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. Ireland
  18. Italy
  19. Jersey
  20. Latvia
  21. Lithuania
  22. Luxembourg
  23. Macau
  24. Netherlands
  25. Norway
  26. Poland
  27. Portugal
  28. Singapore
  29. Slovakia
  30. South Africa
  31. Spain
  32. Sweden
  33. Switzerland
  34. Trinidad & Tobago
  35. United Kingdom

Fund Info

  • Launch date03/12/2001
  • Share Class size263Mn
  • Base currencyEUR
  • ISIN LU0138075311

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment5

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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 the currency and currencies indicated).