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Franklin Global Equity Strategies A (acc) USD

Ranked 511 out of 548 in - Global Equities 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 Equities over : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
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

30/09/2015

Top 10 Holdings

Stock Size
Samsung Electronics Co Ltd ORD 2.05
Microsoft Corp ORD 1.82
Tencent Holdings Ltd ORD 1.42
Medtronic PLC ORD 1.37
Teva Pharmaceutical Industries Ltd DR 1.35
American International Group Inc ORD 1.27
Citigroup Inc ORD 1.23
Bajaj Holdings and Investment Ltd ORD 1.20
China Life Insurance Co Ltd ORD 1.11
China Vanke Co Ltd ORD 1.07
30/09/2015

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Guernsey
  12. Hungary
  13. Ireland
  14. Jersey
  15. Latvia
  16. Lithuania
  17. Luxembourg
  18. Netherlands
  19. Norway
  20. Poland
  21. Singapore
  22. Slovakia
  23. Spain
  24. Sweden
  25. Switzerland
  26. 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%
  • Initial investment5

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).