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Templeton Global Smaller Companies A (Ydis) USD

Ranked 4 out of 11 in - Global Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Objective

The Fund's investment objective is capital appreciation, which it seeks to achieve through a policy of investing in equity and debt obligations of smaller companies throughout the world, including Emerging Markets. The Fund invests principally in common stocks of such companies. Debt securities represent obligations of an issuer to repay loans where repayment terms of principal and interest are clearly specified, along with the lender's rights, in the loan agreement. These securities include bonds, notes and debentures. 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 -3.2%
2017 9.9% 4.4% -0.9% 0.9% 5.3%
2016 14.5% -2.9% 2.4% 6.2% 8.4%
2015 3.0% 15.6% -2.6% -11.9% 3.8%
2014 5.5% -1.2% 4.1% 0.1% 2.5%
2013 20.4% 11.6% 0.2% 3.7% 3.8%
2012 13.5% 13.7% -9.4% 8.0% 2.0%
2011 -23.1% -2.7% -3.9% -19.0% 1.6%
2010 36.2% 14.1% 0.8% 5.8% 12.0%
2009 56.1% -4.2% 29.8% 20.4% 4.4%
2008 -51.8% -18.8% -4.7% -7.5% -32.7%
2007 -12.3% 5.5% 5.5% -9.1% -13.3%
2006 14.6% 10.0% -8.4% 3.3% 10.2%
2005 24.5% 6.8% 6.9% 6.0% 2.9%
2004 10.6% 9.1% 1.7% -4.1% 4.0%
2003 25.3% -14.8% 20.8% 13.9% 6.9%
2002 -22.3% 13.7% -11.6% -23.2% 0.7%
2001 2.5% 4.0% 10.2% -21.2% 13.5%
2000 1.9% -2.3% 3.1% 5.0% -3.7%
1999 35.8% 7.3% 21.1% -2.3% 6.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Cayman Islands
  5. Cyprus
  6. Czech Republic
  7. Denmark
  8. Estonia
  9. Finland
  10. France
  11. Georgia
  12. Germany
  13. Greece
  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. Russian Federation
  29. Singapore
  30. Slovakia
  31. South Africa
  32. Spain
  33. Sweden
  34. Switzerland
  35. Taiwan
  36. United Kingdom

Fund Info

  • Launch date08/07/1991
  • Share Class size75Mn
  • Base currencyUSD
  • ISIN LU0029874061

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1

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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).