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Franklin Global Equity Strategies A (acc) USD

Ranked 71 out of 603 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 : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 6.1%
2016 30.0% 2.4% 8.0% 11.1% 5.8%
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

31/12/2016

Top 10 Holdings

Stock Size
Royal Bank of Canada 4.31
Samsung Electronics Co Ltd ORD 3.63
Bank of Montreal 2.81
Taiwan Semiconductor Manufacturing Co Ltd ORD 1.56
Tencent Holdings Ltd ORD 1.40
Brilliance China Automotive Holdings Ltd ORD 1.35
Citigroup Inc ORD 1.30
American International Group Inc ORD 1.20
Naspers Ltd ORD 1.14
Microsoft Corp ORD 1.11
31/12/2016

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. Hungary
  14. Ireland
  15. Italy
  16. Jersey
  17. Latvia
  18. Lithuania
  19. Luxembourg
  20. Netherlands
  21. Norway
  22. Poland
  23. Portugal
  24. Singapore
  25. Slovakia
  26. Spain
  27. Sweden
  28. Switzerland
  29. United Kingdom

Fund Info

  • Launch date15/05/2008
  • Share Class size12Mn
  • 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).