Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Franklin European Sm-Mid Cap Growth A (acc) EUR

Ranked 212 out of 213 in - European 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 equity and/or equity-related securities (including warrants and convertible securities) of small and mid-cap European companies. 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 Euro.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

European Small & Medium Companies over : 31/08/2015 - 31/08/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -4.3% -10.8%
2015 23.3% 22.0% 0.3% -2.7% 3.6%
2014 -4.5% 1.2% -0.7% -3.5% -1.5%
2013 36.1% 5.9% 4.1% 15.5% 6.9%
2012 30.5% 12.0% -6.7% 12.9% 10.6%
2011 -17.6% -4.9% -2.6% -13.1% 2.3%
2010 20.7% 4.4% 0.0% 5.5% 9.6%
2009 53.4% -1.3% 28.0% 12.6% 7.8%
2008 -41.5% -14.9% -1.8% -8.9% -23.2%
2007 0.3% 5.8% 4.9% -5.8% -4.0%
2006 37.3% 21.1% -1.7% 2.0% 13.1%
2005 40.4% 7.8% 9.0% 17.2% 2.0%
2004 10.7% 8.0% 0.8% -5.7% 7.8%
2003 32.8% -8.7% 16.6% 10.9% 12.5%
2002 -30.6% 4.3% -13.8% -22.8% 0.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2016

Top 10 Holdings

Stock Size
EUR Cash 7.38
Paysafe Group PLC ORD 4.97
Kennedy Wilson Europe Real Estate PLC 4.54
Lar Espana Real Estate SOCIMI SA ORD 4.50
ISS A/S ORD 4.45
Grafton Group PLC ORD 4.28
Amec Foster Wheeler PLC ORD 4.03
Deutsche Boerse AG ORD 4.02
Zardoya Otis SA ORD 3.81
Prysmian SpA ORD 3.81
31/03/2016

Registered For Sale In

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

Fund Info

  • Launch date03/12/2001
  • Share Class size212Mn
  • Base currencyEUR
  • ISIN LU0138075311

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%

Related News

Revealed: the two most consistent global small cap managers

Citywire Global scans the data to find the standout performers who beat the average manager in each of the past five years.

Franklin Templeton soft-closes top European small & mid cap fund

US asset management giant opts to close former star manager's strategy, Citywire Global can reveal. 

AA-rated Franklin European star backs UK firms for recovery

AA-rated Franklin European small cap manager Ed Lugo has piled more than half of his portfolio into UK stocks as he eyes an economic recovery. 

Europe's Top 100 Fund Managers 2009: winners through boom and bust

It has been a turbulent and testing three years for fund managers, to put it mildly, which makes the make-up of this year’s list of Europe’s Top 100 managers all the more interesting.

European recession 'already priced in'

Franklin Templeton's Ed Lugo thinks cash is the worst place to be invested in currently and that recession has been 'absolutely priced in' to many stocks in Europe.

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