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Templeton Global (Euro) A (Ydis) EUR

Ranked 510 out of 538 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Heather Arnold

Heather Arnold is the director of research for Templeton Global Equity Group, as well as a portfolio manager and research analyst, based in London and Edinburgh and has 28 years of experience in the investment industry. She manages institutional and retail equity portfolios and has research responsibilities for Japan and Russia. Prior to joining Templeton, Heather was a managing director for Goldman Sachs Asset Management, head of European equities and portfolio manager for European, International and Global institutional and retail client portfolios. She returned to Templeton having originally joined in 1997 and having left to start up her own company in the summer of 2001. Heather has an MBA from York University in Canada, a BA in economics and art history from Queen's University in Canada and is a Chartered Financial Analyst (CFA) Charterholder.

Dylan Ball

Dylan Ball is a senior vice president, portfolio manager for a number of retail and institutional global equity portfolios at Franklin Templeton. He has global research responsibilities for industrial conglomerates and life insurance companies and provides country research coverage of Eastern Europe. Prior to joining Franklin Templeton in 2007, Dylan worked as a research analyst at Credit Suisse First Boston and subsequently, Execution Limited. Prior to this, Dylan was an accountant at PricewaterhouseCoopers. He holds a BA degree in economics from Manchester University, and is a Chartered Accountant (ACA) and a member of the Institute of Chartered Accountants in England and Wales.

Peter Moeschter

Peter M. Moeschter is an executive vice president and joined the Templeton organisation in 1997. He is a portfolio manager with responsibility for institutional and retail clients with global equities mandates. He has sector research coverage of global food and household products, European utilities and country coverage of Germany. Peter is the sector team leader of global utilities. Prior to joining Templeton, Peter was a research analyst in the equity investment department of the Workers' Compensation Board of Ontario. Prior to this position, he was an investment analyst with Aetna Capital Management Limited and began his career as an analyst for the Pension Fund Division of Ontario Hydro. Peter earned a BBA, with honours, from Wilfrid Laurier University and an MBA from York University. He is a Chartered Financial Analyst (CFA) Charterholder.

Objective

The Fund's investment objective is capital appreciation, which it seeks to achieve through investing in equity securities of companies throughout the world. The Fund invests primarily in common stocks.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/06/2015 - 30/06/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -0.5% 3.8%
2015 -1.4% 8.2% -4.5% -9.9% 5.9%
2014 2.9% 1.3% -0.4% 0.7% 1.3%
2013 32.0% 13.8% 3.7% 4.0% 7.7%
2012 14.3% 9.1% -6.7% 6.3% 5.5%
2011 -9.6% 4.5% 1.1% -18.6% 5.1%
2010 4.6% 7.2% -13.7% 6.3% 6.5%
2009 12.6% -11.8% 3.5% 21.8% 1.2%
2008 -22.9% -11.3% -6.0% -5.3% -2.4%
2007 5.0% 1.2% 4.6% -2.0% 1.3%
2006 10.2% 5.4% -4.5% 4.9% 4.3%
2005 18.7% 2.3% 3.6% 6.1% 5.5%
2004 11.9% 0.0% 3.5% 0.4% 7.8%
2003 24.2% -6.3% 16.0% 5.6% 8.1%
2002 -25.6% 5.0% -11.0% -23.2% 3.6%
2001 -4.2% -0.6% 3.0% -14.9% 9.8%
2000 8.0% -1.0% 6.7% 0.4% 1.9%
1999 11.4% 2.5% 12.2% -5.5% 2.5%
1998 3.4% 5.5% -2.0% -8.9% 9.7%
1997 12.5% 3.5% 5.0% 9.2% -5.2%
1996 3.5% 5.5% 1.0% -0.3% -2.7%
1995 0.7%

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. Hong Kong
  15. Hungary
  16. Ireland
  17. Italy
  18. Jersey
  19. Korea
  20. Latvia
  21. Lithuania
  22. Luxembourg
  23. Macau
  24. Netherlands
  25. Norway
  26. Poland
  27. Portugal
  28. Singapore
  29. Slovakia
  30. South Africa
  31. Spain
  32. Sweden
  33. Switzerland
  34. Taiwan
  35. United Kingdom

Fund Info

  • Launch date26/04/1991
  • Share Class size565Mn
  • Base currencyEUR
  • ISIN LU0029873410

Purchase Info

  • Min. initial investment4,500
  • 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).