Registrati per ottenere accesso illimitato al dabase di gestori di Citywire. La registrazione è gratuita e richiede solo un minuto.

Franklin Mutual European

classificato 134 su 232 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 : 31/12/2015 - 31/12/2016

Rendimento totale

Performance trimestrale

a 30/12/2016 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. Bahrain
  3. Belgium
  4. Chile
  5. Cyprus
  6. Czech Republic
  7. Denmark
  8. Estonia
  9. Finland
  10. France
  11. Germany
  12. Gibraltar
  13. Greece
  14. Guernsey
  15. Hong Kong
  16. Hungary
  17. Ireland
  18. Italy
  19. Jersey
  20. Korea
  21. Latvia
  22. Lithuania
  23. Luxembourg
  24. Macau
  25. Netherlands
  26. Norway
  27. Peru
  28. Poland
  29. Portugal
  30. Singapore
  31. Slovakia
  32. Spain
  33. Sweden
  34. Switzerland
  35. Taiwan
  36. Turkey
  37. 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%

Articoli correlati

L’angolo del consulente – E adesso? Un bel Pac sull’azionario Italia!

Anna Baldassarri propone ai lettori una "shopping list" di fondi che predilige il piano d’accumulo come forma di investimento. Sottostante: azionario Italia. Con un occhio anche ai fondi azionari value.

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