Templeton Growth (Euro) A (acc) EUR

Ranked 702 out of 758 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Heather Arnold

Heather Arnold is the director of research for Templeton Global Equity Group, as well as a portfolio manager and research analyst, based in London and Edinburgh and has 28 years of experience in the investment industry. She manages institutional and retail equity portfolios and has research responsibilities for Japan and Russia. Prior to joining Templeton, Heather was a managing director for Goldman Sachs Asset Management, head of European equities and portfolio manager for European, International and Global institutional and retail client portfolios. She returned to Templeton having originally joined in 1997 and having left to start up her own company in the summer of 2001. Heather has an MBA from York University in Canada, a BA in economics and art history from Queen's University in Canada and is a Chartered Financial Analyst (CFA) Charterholder.

Norman Boersma

Tucker Scott

Objective

The Fund's investment objective is capital appreciation. The Fund invests principally in the equity securities including common stocks and preferred stocks of companies located anywhere in the world, including Emerging Markets.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.4%
2018 -10.3% -6.2% 6.0% 3.7% -13.1%
2017 5.9% 4.3% -0.1% -0.3% 2.0%
2016 27.6% 0.9% 5.4% 9.7% 9.4%
2015 -2.3% 5.8% -5.9% -7.9% 6.6%
2014 3.1% 2.0% -0.6% 0.6% 1.1%
2013 27.4% 13.6% 2.4% 3.4% 5.9%
2012 14.8% 8.1% -4.1% 5.4% 5.0%
2011 -6.0% 3.4% 1.8% -17.8% 8.5%
2010 9.3% 7.1% -12.2% 7.5% 8.1%
2009 15.1% -11.8% 3.7% 22.3% 2.9%
2008 -21.5% -11.4% -4.6% -4.0% -3.2%
2007 -0.1% 0.0% 3.8% -3.6% -0.1%
2006 6.2% 4.6% -5.7% 4.2% 3.3%
2005 17.3% 1.4% 3.6% 7.4% 3.9%
2004 8.6% -0.2% 2.7% -0.4% 6.3%
2003 20.3% -5.6% 14.8% 4.4% 6.3%
2002 -17.5% 5.6% -7.6% -19.8% 5.3%
2001 1.3% -0.6% 3.3% -12.3% 12.5%
2000 5.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Oracle Corp ORD 2.59%
Royal Dutch Shell Plc B ORD 2.41%
BP PLC ORD 2.19%
FRF Cash 2.11%
Samsung Electronics Co Ltd ORD 2.08%
Citigroup Inc ORD 2.06%
Roche Holding AG Par 2.01%
Sanofi SA ORD 1.99%
Kellogg Co ORD 1.98%
Singapore Telecommunications Ltd ORD 1.96%
31/03/2019

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. Ireland
  14. Italy
  15. Jersey
  16. Korea
  17. Latvia
  18. Liechtenstein
  19. Lithuania
  20. Luxembourg
  21. Netherlands
  22. Norway
  23. Poland
  24. Portugal
  25. Singapore
  26. Slovakia
  27. Slovenia
  28. South Africa
  29. Spain
  30. Sweden
  31. Switzerland
  32. Taiwan
  33. Turkey
  34. United Kingdom

Fund Info

  • Launch date09/08/2000
  • Share Class size6,579Mn
  • Base currencyUSD
  • ISIN LU0114760746

Purchase Info

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

Charges

  • Annual management1.00%

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