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Franklin Glo Fundamental Strategies A (acc) USD

Ranked 203 out of 328 in - Balanced USD over 12 months
All calculations are in USD unless stated

Managed by

Tony Coffey

Tony Coffey is the portfolio manager for a number of Franklin Templeton funds, the largest being the Global Growth & Value Fund. Prior to joining Franklin Templeton, he worked as an associate for Analysis Group Inc. Coffey studied applied mathematics and economics at Harvard University and has an MBA from the University of California at Los Angeles.

Objective

The Fund's investment objective is to seek capital appreciation through a diversified, value-oriented approach. Its secondary objective is to seek income. The Fund generally invests in equity securities of companies of any market capitalisation located anywhere in the world, including Emerging Markets, as well as fixed and floating rate debt securities and debt obligations issued by government, government-related and/or corporate entities worldwide, as well as debt obligations issued by supranational entities organised or supported by several national governments. The base currency of this Fund is US dollar.

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

Performance

Balanced USD over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 9.6% 4.6% 2.3% 2.0% 0.5%
2016 6.9% -1.1% -0.7% 4.1% 4.7%
2015 -5.8% 1.1% -0.1% -9.1% 2.6%
2014 -2.0% 1.1% 2.2% -3.4% -1.7%
2013 17.4% 4.0% 0.4% 6.2% 5.9%
2012 16.6% 9.6% -4.7% 6.8% 4.6%
2011 -4.9% 4.4% 2.2% -15.6% 5.6%
2010 9.4% 3.5% -8.8% 11.4% 4.0%
2009 19.9% -4.2% 9.6% 11.2% 2.6%
2008 -20.6% -4.2% -2.7% -8.0% -7.6%

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. Germany
  10. Gibraltar
  11. Greece
  12. Guernsey
  13. Hungary
  14. Ireland
  15. Italy
  16. Jersey
  17. Latvia
  18. Lithuania
  19. Luxembourg
  20. Netherlands
  21. Norway
  22. Poland
  23. Portugal
  24. Romania
  25. Singapore
  26. Slovakia
  27. Spain
  28. Sweden
  29. Switzerland
  30. Taiwan
  31. United Kingdom

Fund Info

  • Launch date25/10/2007
  • Share Class size124Mn
  • Base currencyUSD
  • ISIN LU0316494557

Purchase Info

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

Charges

  • Annual management1.00%

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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).