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

Ranked 66 out of 66 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 : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 2.9% -6.5%
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

31/03/2016

Top 10 Holdings

Stock Size
EUR Cash 7.38
Paysafe Group PLC ORD 4.97
Kennedy Wilson Europe Real Estate PLC 4.54
Lar Espana Real Estate SOCIMI SA ORD 4.50
ISS A/S ORD 4.45
Grafton Group PLC ORD 4.28
Amec Foster Wheeler PLC ORD 4.03
Deutsche Boerse AG ORD 4.02
Zardoya Otis SA ORD 3.81
Prysmian SpA ORD 3.81
31/03/2016

Registered For Sale In

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

Fund Info

  • Launch date03/12/2001
  • Share Class size211Mn
  • Base currencyEUR
  • ISIN LU0138075311

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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