Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Franklin Global Equity Strategies A (acc) USD

Ranked 229 out of 551 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Tony Coffey

Tony Coffey is the portfolio manager for a number of Franklin Templeton funds, the largest being the Global Growth & Value Fund. Prior to joining Franklin Templeton, he worked as an associate for Analysis Group Inc. Coffey studied applied mathematics and economics at Harvard University and has an MBA from the University of California at Los Angeles.

Matthias Hoppe

Matthias Hoppe graduated from Julius-Maximilian University of Wurzburg with a master’s degree in economics. He started his career as a marketing specialist for equity derivatives at Commerzbank and later was a staff writer for a financial newspaper, covering investment funds and derivative products. He later joined Apo Asset Management in Dusseldorf where he was a senior portfolio manager. Matthias is currently a fund manager at Franklin Templeton and is a member of the FTMAS Asset Allocation Strategy Committee.

Objective

The Fund's investment objective is to seek capital appreciation through a diversified, value-oriented approach. The Fund generally invests in equity securities of companies of any market capitalisation located anywhere in the world, including Emerging Markets. The Fund will also seek to invest in the securities of companies involved in mergers, consolidations, liquidations and reorganisations or as to which there exist tender or exchange offers, and may participate in such transactions. The base currency of this Fund is US dollar.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/08/2015 - 31/08/2016
  • Rank 229/551 Total Return
  • Rank 390/551 Standard Deviation
  • Rank 257/551 Max Drawdown
Fund Name Currency Risk
388 Pareturn Barwon Listed Private Equity G-A GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

13.4

389 St James's Place International Equity Acc GBP

13.4

390 Franklin Global Equity Strategies A (acc) USD GBP

13.4

390 CS (Lux) Global ILC Equity Fund UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

13.4

392 PIMCO GIS RAE Fndm Plus Gl Dvlp E EUR Unhdg Acc GBP

13.4

Fund Name Currency Loss
255 Schroder ISF Global Equity A Acc GBP

-4.4%

255 Winton Global Equity Z USD Acc GBP

-4.4%

257 Franklin Global Equity Strategies A (acc) USD GBP

-4.5%

258 Franklin Mutual Global Discovery A (Ydis) GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.5%

259 JPM Global Select Equity A Acc USD GBP

-4.5%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 2.4% 8.0%
2015 -4.6% 6.7% -6.7% -9.7% 6.1%
2014 3.1% 0.5% 0.8% 1.2% 0.6%
2013 13.9% 11.8% -1.4% -0.2% 3.5%
2012 11.0% 8.9% -6.2% 4.5% 4.0%
2011 -13.2% 1.6% 0.2% -20.1% 6.8%
2010 11.1% 7.7% -11.7% 9.1% 7.0%
2009 23.8% -4.2% 3.1% 19.9% 4.5%
2008 -3.0% 5.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2016

Top 10 Holdings

Stock Size
Samsung Electronics Co Ltd ORD 2.60
Royal Bank of Canada Time/Term Deposit 2.44
USD Cash 1.99
Microsoft Corp ORD 1.59
Tencent Holdings Ltd ORD 1.38
Brilliance China Automotive Holdings Ltd ORD 1.10
Bajaj Holdings and Investment Ltd ORD 1.08
Medtronic PLC ORD 1.07
American International Group Inc ORD 1.04
Banco Bradesco S/A DR 1.03
31/03/2016

Registered For Sale In

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

Fund Info

  • Launch date15/05/2008
  • Share Class size10Mn
  • Base currencyUSD
  • ISIN LU0358320173

Purchase Info

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

Charges

  • Annual management1.25%

Related News

Franklin Templeton multi-asset CIO exits after 18 years

Brent Smith, chief investment officer in the multi-asset strategies group at Franklin Templeton, has left the firm after 18 years.

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