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Franklin Mutual Financial Services Fund;A

Ranked 72 out of 102 in - Banks & Financials over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks capital appreciation, which may occasionally be short-term. The secondary investment goal is income.

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

Performance

Banks & Financials over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.2% 4.2% 3.9%
2016 11.6% -6.6% -1.1% 6.0% 13.9%
2015 8.1% 2.9% 4.4% -5.2% 6.1%
2014 10.7% 0.8% 3.4% 2.1% 4.1%
2013 25.3% 8.3% 2.1% 5.3% 7.7%
2012 19.6% 9.8% -2.4% 6.7% 4.5%
2011 -9.5% 4.2% -0.7% -17.4% 5.8%
2010 12.5% 5.2% -7.9% 6.6% 9.0%
2009 14.5% -6.7% 11.0% 18.0% -6.3%
2008 -40.2% -13.1% -10.6% -7.9% -16.5%
2007 -10.3% 3.5% 0.5% -8.4% -5.9%
2006 19.4% 10.6% -4.9% 5.8% 7.3%
2005 12.2% -1.5% 4.2% 3.3% 5.8%
2004 12.0% 4.9% -2.1% 2.8% 6.0%
2003 29.8% -2.5% 13.3% 4.5% 12.4%
2002 -1.0% 8.4% -0.6% -11.0% 3.2%
2001 9.8% 2.1% 10.3% -7.5% 5.3%
2000 30.3% -1.8% 2.8% 22.1% 5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date19/08/1997
  • Share Class size350Mn
  • Base currencyUSD
  • ISIN US3540261068

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.87%
  • Initial investment5.75

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