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Franklin Mutual European

classificato 90 su 231 di - Europa su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Philippe Brugère-Trélat

Philippe Brugère-Trélat was born in Madagascar in 1949 and attended the University of Paris, where he studied Law and Political Science. He holds a Bachelors and Masters degree. Philippe started his career with Eurovest SA as portfolio manager and president before joining OMega Advisers LLP as a partner. He later became vice president of the Mutual Shares Corp. Philippe is currently at Franklin Templeton manages the Franklin Mutual European Fund using a ‘value’ approach to investing. He has over 24 years of investment experience. Philippe is a member of the Royal Automobile Club in London.

Katrina Dudley

Katrina Dudley graduated from New York University with a degree in law and commerce and also holds an MBA. She started her career as an investment analyst at Federated Investors covering the technology and health care sectors. Katrina joined the corporate division of Ernst and Young LLP in 1995 and was a senior manager. In 2001 she joined Franklin Templeton where she is currently a fund manager. She has been managing funds for over three years and is a Chartered Financial Analyst.

Obiettivo

Under normal market conditions, the Fund seeks long-term capital appreciation by investing primarily in the equity securities of companies incorporated or having their principal activities in European countries that the investment manager believes are available at prices less than their intrinsic value. The Fund may also invest up to 10% of its net assets in non-European securities.

Performance

Europa su un periodo di : 31/01/2016 - 31/01/2017

Rendimento totale

Performance trimestrale

a 01/01/2017 Annuale T1 T2 T3 T4
2016 -0,9% -8,8% -2,8% 3,9% 7,6%
2015 6,1% 14,9% -2,5% -9,6% 4,7%
2014 -1,2% 0,0% 1,2% -1,7% -0,7%
2013 24,5% 3,1% 1,6% 10,4% 7,7%
2012 18,4% 8,3% -3,3% 6,6% 6,1%
2011 -8,3% 0,7% 0,7% -16,9% 8,9%
2010 11,7% 5,4% -2,1% 2,5% 5,7%
2009 20,0% -9,5% 12,7% 15,9% 1,5%
2008 -37,4% -13,0% -4,8% -8,4% -17,4%
2007 6,7% 5,0% 6,9% -2,6% -2,4%
2006 17,5% 7,7% -3,7% 5,6% 7,2%
2005 26,5% 4,8% 7,4% 6,8% 5,2%
2004 14,2% 6,4% 2,1% 0,0% 5,1%
2003 14,6% -7,2% 9,9% 5,1% 7,1%
2002 -13,7% 8,0% -7,2% -12,1% -2,1%
2001 1,8% 5,9% 8,3% -19,6% 10,4%
2000 9,3% -2,1%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita 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. Guernsey
  14. Hong Kong
  15. Hungary
  16. Ireland
  17. Italy
  18. Jersey
  19. Korea
  20. Latvia
  21. Lithuania
  22. Luxembourg
  23. Macau
  24. Netherlands
  25. Norway
  26. Peru
  27. Poland
  28. Portugal
  29. Singapore
  30. Slovakia
  31. Spain
  32. Sweden
  33. Switzerland
  34. Taiwan
  35. Turkey
  36. United Kingdom

Informazioni sul fondo

  • Inizio collocamento03/04/2000
  • Dimensione share class283Mn
  • Valuta di baseUSD
  • ISIN LU0109981661

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo5.000
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,00%

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La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).