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Franklin Global Small-Mid Cap Growth A (acc) USD

Ranked 15 out of 17 in - Global Small & Medium Companies over 12 months
All calculations are in EUR

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 the equity and/or equity-related securities (including warrants and convertible securities) of small and mid-cap companies globally. 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 US dollar.

Performance

Global Small & Medium Companies over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 0.8% 0.2% 2.8% -2.1%
2013 25.7% 7.8% 1.6% 9.7% 4.7%
2012 24.2% 9.4% -4.0% 11.2% 6.4%
2011 -10.2% -4.8% -2.7% -7.5% 4.8%
2010 27.0% 7.3% 3.5% 3.4% 10.6%
2009 46.3% -2.5% 22.4% 13.1% 8.4%
2008 -34.8% -14.1% 1.9% -3.7% -22.8%
2007 -4.6% 5.8% 5.2% -7.0% -7.8%
2006 5.8% 12.2% -10.1% -2.6% 7.7%
2005 39.2% 2.1% 11.5% 12.3% 8.9%
2004 3.2% 9.2% 0.2% -9.8% 4.6%
2003 23.8% -8.4% 14.3% 12.3% 5.2%
2002 -31.1% -8.7% -20.7% -4.9%

Month by Month Performance

Returns Vs Risk

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. South Africa
  28. Spain
  29. Sweden
  30. Switzerland
  31. Trinidad & Tobago
  32. United Kingdom

Related News

Franklin Templeton soft-closes top European small & mid cap fund

The top performing strategy is closed to new investors following a year of outperformance, Citywire Global can reveal. 

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