Templeton European Opportunities Fund A(Ydis)GBPRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -14.2 | 5.1 | -4.0 | 5.2 | -1.5 | |
+/-Cat | -22.1 | -8.8 | 7.8 | -5.3 | -5.0 | |
+/-B’mrk | -16.8 | -12.5 | 0.6 | -8.0 | -6.7 | |
Category: Europe Flex-Cap Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 03/05/2024 | GBP 15.69 | |
Day Change | 1.03% | |
Morningstar Category™ | Europe Flex-Cap Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0465790979 | |
Fund Size (Mil) 31/03/2024 | EUR 104.99 | |
Share Class Size (Mil) 03/05/2024 | GBP 0.41 | |
Max Initial Charge | 5.75% | |
Ongoing Charge 09/02/2022 | 1.84% |
Investment Objective: Templeton European Opportunities Fund A(Ydis)GBP |
The Fund's investment objective is capital appreciation. The Fund seeks to achieve its investment objective by investing principally in equity and equity-related securities (including warrants and convertible securities) of companies of any market capitalisation. 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 Fund principally invests its net assets in securities of issuers incorporated or having their principal business activities in European countries. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Tian Qiu 30/04/2023 | ||
John Reynolds 31/01/2020 | ||
Inception Date 20/11/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe NR EUR | Morningstar DM Eur TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Templeton European Opportunities Fund A(Ydis)GBP | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Coats Group PLC | Consumer Cyclical | 9.01 |
Hensoldt AG Ordinary Shares | Industrials | 7.04 |
PayPoint PLC | Technology | 5.70 |
SFC Energy AG | Industrials | 5.21 |
Greggs PLC | Consumer Defensive | 5.04 |
Increase Decrease New since last portfolio | ||
Templeton European Opportunities Fund A(Ydis)GBP |