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

Ranked 9 out of 11 in - Global Small & Medium Companies over 12 months
All calculations are in EUR unless stated

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.

Showing fund performance in Portugal View performance globally

Performance

Global Small & Medium Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.1%
2017 3.0% 4.5% -0.1% 1.8% -3.1%
2016 -2.1% -6.2% -4.9% 2.1% 7.4%
2015 21.3% 19.8% -0.9% -5.5% 8.1%
2014 0.7% 0.2% 2.8% -2.7% 0.5%
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 -20.7% -4.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Georgia
  10. Germany
  11. Greece
  12. Hungary
  13. Ireland
  14. Italy
  15. Jersey
  16. Latvia
  17. Liechtenstein
  18. Lithuania
  19. Luxembourg
  20. Netherlands
  21. Norway
  22. Poland
  23. Portugal
  24. Singapore
  25. Slovakia
  26. South Africa
  27. Spain
  28. Sweden
  29. Switzerland
  30. United Kingdom

Fund Info

  • Launch date15/04/2002
  • Share Class size107Mn
  • Base currencyUSD
  • ISIN LU0144644332

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1

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Asset management firm seeks to strengthen global equities team with new appointment for Boston-based operation.

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