Franklin Diversified Dynamic A (acc) EUR

Ranked 25 out of 27 in - Aggressive EUR over 12 months
All calculations are in GBP unless stated

Managed by

Matthias Hoppe

Matthias Hoppe graduated from Julius-Maximilian University of Wurzburg with a master’s degree in economics. He started his career as a marketing specialist for equity derivatives at Commerzbank and later was a staff writer for a financial newspaper, covering investment funds and derivative products. He later joined Apo Asset Management in Dusseldorf where he was a senior portfolio manager. Matthias is currently a fund manager at Franklin Templeton and is a member of the FTMAS Asset Allocation Strategy Committee.

Objective

The Funds investment objective is long-term capital appreciation. The Fund seeks to achieve its investment objective by subscribing mainly in Investment Funds managed by Franklin Templeton Investments entities as well as other asset managers, which invest in worldwide equities and debt securities. In order to efficiently manage its portfolio, Fund may use on an ancillary basis various derivative instruments including index based derivative instruments and credit default swaps. The Fund will normally invest between 50% and 100% of its net assets directly or indirectly in equities or equity-related securities, remaining net assets being normally directly or indirectly invested in debt securities.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.9%
2018 -14.2% -4.2% 0.2% 0.6% -11.1%
2017 8.1% 3.1% 0.0% 0.1% 4.7%
2016 14.4% 3.5% 4.8% 5.6% -0.1%
2015 -0.5% 4.5% -6.5% -1.7% 3.6%
2014 6.8% -0.5% 1.3% 2.7% 3.1%
2013 16.7% 13.4% 0.1% -0.4% 3.2%
2012 5.0% 6.9% -5.6% 2.3% 1.7%
2011 -9.7% -0.5% 0.2% -11.7% 2.6%
2010 13.2% 8.1% -8.5% 7.1% 7.0%
2009 12.1% -8.0% 3.2% 17.0% 0.8%
2008 -10.0% -6.0% -3.3% -4.9% 4.2%
2007 5.4% 2.0% 2.5% 0.3% 0.6%
2006 -7.9% 1.2% 4.7%

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. Hungary
  13. Italy
  14. Jersey
  15. Latvia
  16. Lithuania
  17. Luxembourg
  18. Netherlands
  19. Norway
  20. Poland
  21. Portugal
  22. Singapore
  23. Slovakia
  24. Spain
  25. Sweden
  26. Switzerland
  27. United Kingdom

Fund Info

  • Launch date20/03/2015
  • Share Class size74Mn
  • Base currencyUSD
  • ISIN LU1147471145

Purchase Info

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

Charges

  • Annual management0.90%
  • Initial investment0.90%

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