Templeton Global Fund W(Ydis)USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.1 | 5.3 | -6.9 | 12.5 | 2.3 | |
+/-Cat | -6.5 | -12.8 | 2.5 | -0.2 | -3.6 | |
+/-B’mrk | -8.2 | -14.4 | 0.8 | -2.7 | -4.2 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 02/05/2024 | USD 12.49 | |
Day Change | 1.11% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | LU0959061093 | |
Fund Size (Mil) 31/03/2024 | USD 612.37 | |
Share Class Size (Mil) 02/05/2024 | USD 0.69 | |
Max Initial Charge | - | |
Ongoing Charge 31/03/2022 | 0.90% |
Investment Objective: Templeton Global Fund W(Ydis)USD |
The Fund's investment objective is capital appreciation. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Peter Moeschter 01/07/2008 | ||
Christopher Peel 28/02/2022 | ||
Click here to see others | ||
Inception Date 16/08/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Templeton Global Fund W(Ydis)USD | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Alphabet Inc Class A | Communication Services | 4.82 |
Honda Motor Co Ltd | Consumer Cyclical | 4.54 |
The Walt Disney Co | Communication Services | 4.34 |
UnitedHealth Group Inc | Healthcare | 4.02 |
HCA Healthcare Inc | Healthcare | 3.86 |
Increase Decrease New since last portfolio | ||
Templeton Global Fund W(Ydis)USD |