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Templeton Global Climate Change Fd A (Ydis) EUR

Ranked 554 out of 694 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 an Executive Vice President, Portfolio Manager for the Templeton Global Equity Group. Mr. Ball is the lead portfolio manager for a number of Templeton portfolios, Mr. Ball has research responsibility for MENA banks and Emerging Europe. Mr. Ball has 20 years of industry experience, 10 of which have been at Templeton. He was formerly a research analyst with Credit Suisse First Boston, prior to which Mr. Ball was a chartered accountant with PricewaterhouseCoopers. Mr. Ball holds a B.A. in Economics from Manchester University, United Kingdom. He is a Chartered Accountant (ACA), 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

Investment objective of the fund is to invest in equity securities issued by companies located in any country ,which recognise and adapt to the long-term financial risks and opportunities presented by climate change and resource depletion across all sectors. Can invest as well in units of other mutual funds and exchange traded funds (limited to 10% of assets),cash or money market securities, convertible securities or debt securities and derivatives .

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.7%
2017 9.6% 4.9% 0.6% 2.4% 1.5%
2016 24.1% -0.5% 3.8% 10.8% 8.5%
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 14.8% -0.4% 8.9% 5.0% 0.7%
1994 1.7% 2.3% -2.3% 4.6% -2.7%
1993 39.6% 10.4% 2.8% 8.8% 13.1%
1992 21.3% 10.7% -4.8% -1.3% 16.6%
1991 -1.1% -5.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cayman Islands
  4. Cyprus
  5. Czech Republic
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Georgia
  11. Germany
  12. Greece
  13. Hong Kong
  14. Hungary
  15. Ireland
  16. Italy
  17. Jersey
  18. Korea
  19. Latvia
  20. Lithuania
  21. Luxembourg
  22. Macau
  23. Netherlands
  24. Norway
  25. Poland
  26. Portugal
  27. Russian Federation
  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 size634Mn
  • Base currencyUSD
  • ISIN LU0029873410

Purchase Info

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

Charges

  • Annual management1.00%

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