Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Franklin European Sm-Mid Cap Growth A (acc) EUR

Ranked 66 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Edwin Lugo

Edwin Lugo attended Columbia University where he studied Finance. He holds an MBA and the CFA designation. Edwin joined Franklin Templeton Investments in 2006 and has over 16 years of investment experience. Previously, he was with Brown Capital where he was an equity owner and vice president. He was also a vice president, research analyst, and portfolio manager with Templeton from 1996 to 2002. Edwin is a board member of the College Bound Foundation and an alumnus of the Robert A. Toigo Foundation.

Objective

The Fund's investment objective is capital appreciation. The Fund seeks to achieve its investment objective by investing principally in equity and/or equity-related securities (including warrants and convertible securities) of small and mid-cap European companies. In selecting equity investments, the Investment Manager employs an active, bottom-up fundamental research process to search for individual securities believed to possess superior risk-return characteristics. The base currency of the Fund is Euro.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -19.5% -5.4% 2.1% 3.5% -19.5%
2017 26.3% 9.0% 8.2% 4.2% 2.8%
2016 6.3% 2.9% -6.5% 7.7% 2.6%
2015 17.1% 13.7% -1.8% 1.2% 3.6%
2014 -10.9% 0.6% -3.8% -6.1% -1.9%
2013 39.6% 10.4% 5.5% 12.6% 6.4%
2012 26.7% 11.7% -9.4% 11.2% 12.6%
2011 -19.7% -1.7% -0.6% -17.1% -0.8%
2010 16.4% 4.9% -8.2% 11.6% 8.4%
2009 40.9% -5.4% 17.7% 20.8% 4.8%
2008 -23.0% -7.6% -2.5% -9.4% -5.8%
2007 9.3% 6.5% 4.1% -2.4% 1.0%
2006 34.6% 23.0% -2.6% 0.0% 12.4%
2005 36.2% 4.7% 7.0% 18.2% 2.8%
2004 11.2% 2.5% 1.1% -3.5% 11.2%
2003 43.6% -3.3% 17.6% 11.7% 13.1%
2002 -26.1% 4.4% -8.9% -25.1% 3.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2018

Top 10 Holdings

Stock Size
John Wood Group PLC ORD 6.40%
SeSa SpA ORD 4.78%
Clarkson PLC ORD 4.64%
ABG Sundal Collier Holding ASA ORD 4.56%
Scandinavian Tobacco Group A/S ORD 4.49%
SThree PLC ORD 4.35%
Iss A/S ORD 4.24%
Panalpina Welttransport Holding AG ORD 4.21%
Grafton Group PLC ORD 4.15%
Borr Drilling Ltd ORD 4.12%
30/09/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Cyprus
  5. Czech Republic
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Germany
  11. Gibraltar
  12. Greece
  13. Hong Kong
  14. Hungary
  15. Ireland
  16. Italy
  17. Jersey
  18. Latvia
  19. Liechtenstein
  20. Lithuania
  21. Luxembourg
  22. Macau
  23. Netherlands
  24. Norway
  25. Peru
  26. Poland
  27. Portugal
  28. Singapore
  29. Slovakia
  30. South Africa
  31. Spain
  32. Sweden
  33. Switzerland
  34. United Kingdom

Fund Info

  • Launch date03/12/2001
  • Share Class size148Mn
  • Base currencyUSD
  • ISIN LU0138075311

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).