Franklin European Opportunities A Acc

Ranked 100 out of 113 in - Europe Excluding UK over 36 months
All calculations are in GBP 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.

Objective

The Fund aims to provide long-term capital growth by investing principally in European (excluding UK) equities. The Fund seeks to achieve its investment objective by investing principally in a focused portfolio of equity and/or equity-related securities of companies, of any market capitalisation, which are incorporated or have their principal business activities in European countries (excluding the UK).

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 31/05/2016 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.7%
2018 -14.2% -5.2% 4.4% -0.5% -12.9%
2017 14.2% 4.5% 4.8% 3.8% 0.4%
2016 20.2% 1.9% 2.6% 9.1% 5.3%
2015 4.5% 10.5% -1.5% -6.7% 2.9%
2014 -4.6% 3.2% -2.9% -5.4% 0.6%
2013 28.2% 10.2% 2.4% 8.7% 4.5%
2012 19.1% 8.9% -9.4% 10.9% 8.9%
2011 -13.7% 6.7% 1.0% -23.0% 4.1%
2010 0.7% 2.8% -14.6% 9.8% 4.6%
2009 13.9% -16.4% 6.2% 29.4% -0.9%
2008 -25.0% -9.4% -7.0% -8.9% -2.1%
2007 9.0% 3.9% 4.9% -2.2% 2.3%
2006 18.2% 11.0% -4.8% 5.0% 6.6%
2005 20.8% 4.3% 3.0% 7.7% 4.4%
2004 16.3% 0.5% 4.9% 0.7% 9.6%
2003 9.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
GBP Cash 7.58%
Roche Holding AG Par 5.22%
Capgemini SE ORD 4.31%
ASML Holding NV ORD 4.25%
Glanbia PLC ORD 4.21%
ASR Nederland NV ORD 4.18%
FinecoBank Banca Fineco SpA ORD 4.15%
Atea ASA ORD 4.00%
Ebro Foods SA ORD 3.55%
Vinci SA ORD 3.49%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/09/2003
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB0033304709

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.50%

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