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Franklin European Growth

Ranked 81 out of 105 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

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.

Robert Mazzuoli

Robert Mazzuoli is a portfolio manager and research analyst responsible for European stocks at Franklin Templeton and has over eleven years of investment experience. He is a portfolio manager on the Franklin European Growth Fund. Prior to joining Franklin Templeton Investments in 2010, Mazzuoli most recently worked as a sell side analyst covering insurance stocks at Landesbank Baden-Wurttemberg (LBBW) in Mainz. Prior to that, he was an analyst for the Boston Consulting Group as well as a sell side analyst at BHF-Bank, covering Italian and German banks. Mazzuoli holds a degree in business administration from the Frankfurt School of Finance and Management and is a Chartered Financial Analyst (CFA)charterholder.

Objective

The Fund's investment objective is capital appreciation. The Fund seeks to achieve its investment objective by investing principally in equity and/or equity-related securities (including warrants and convertible securities) of companies of any market capitalisation. 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 Fund principally invests its net assets in securities of issuers incorporated or having their principal business activities in European countries.

Showing fund performance in Portugal View performance globally

Performance

Europe over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.7% 2.3% 0.4%
2017 7.2% 4.8% -0.2% 1.7% 0.8%
2016 4.1% -5.6% 0.0% 5.1% 4.9%
2015 6.7% 13.8% 1.1% -10.8% 4.0%
2014 -2.6% 3.9% 2.1% -6.5% -1.7%
2013 24.6% 9.6% 0.9% 11.1% 1.4%
2012 25.1% 10.3% -0.9% 8.0% 5.9%
2011 -7.3% -4.2% 0.8% -8.9% 5.3%
2010 20.0% 4.6% -0.6% 5.7% 9.3%
2009 49.9% -1.3% 25.5% 12.0% 8.0%
2008 -37.6% -13.8% -2.3% -6.7% -20.7%
2007 -1.9% 3.7% 2.3% -3.2% -4.5%
2006 21.7% 7.8% -3.6% 5.8% 10.7%
2005 21.4% 2.8% 4.6% 6.2% 6.4%
2004 6.6% 2.6% 0.5% -3.2% 6.8%
2003 13.3% -16.1% 18.2% 2.4% 11.6%
2002 -38.8% 0.0% -17.7% -29.2% 4.9%
2001 -16.7% -9.0% 4.3% -20.9% 10.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
FinecoBank Banca Fineco SpA ORD 4.81%
Applus Services SA ORD 4.53%
Capgemini SE ORD 4.50%
Maisons du Monde SA ORD 4.40%
Sbanken ASA ORD 4.18%
Corticeira Amorim SGPS SA ORD 3.90%
Other Assets 3.82%
Sanofi SA ORD 3.79%
Ebro Foods SA ORD 3.78%
Roche Holding AG Par 3.75%
30/06/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Cyprus
  5. Czech Republic
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Germany
  11. Gibraltar
  12. Greece
  13. Hungary
  14. Ireland
  15. Italy
  16. Jersey
  17. Latvia
  18. Liechtenstein
  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. United Kingdom

Fund Info

  • Launch date29/12/2000
  • Share Class size179Mn
  • Base currencyUSD
  • ISIN LU0122612848

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1.00%

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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).