Franklin Mutual European Fund W(Ydis)EURRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -6.7 | 12.3 | 3.1 | 11.1 | 4.7 | |
+/-Cat | -4.1 | -2.9 | 5.7 | -1.3 | 0.6 | |
+/-B’mrk | 1.3 | -2.0 | -1.5 | -1.8 | 1.2 | |
Category: Europe Large-Cap Value Equity | ||||||
Category Benchmark: MSCI Europe Value NR EUR |
Key Stats | ||
NAV 19/04/2024 | EUR 13.08 | |
Day Change | 0.62% | |
Morningstar Category™ | Europe Large-Cap Value Equity | |
ISIN | LU0959059865 | |
Fund Size (Mil) 29/02/2024 | USD 564.30 | |
Share Class Size (Mil) 19/04/2024 | EUR 0.07 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2022 | 1.00% |
Morningstar Research |
Analyst Report | 06/12/2023 Francesco Paganelli, Senior Analyst Morningstar, Inc |
This team of fund managers has plenty of experience but has struggled to put it to effective use in recent years. Combined with a loss of analytical expertise and coverage reshuffling in the broader team since 2020, we lack conviction in Franklin... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Franklin Mutual European Fund W(Ydis)EUR |
The Fund’s principal investment objective is capital appreciation, which may occasionally be short-term. Its secondary objective is income. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Katrina Dudley 01/08/2007 | ||
Mandana Hormozi 01/01/2018 | ||
Click here to see others | ||
Inception Date 16/08/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe Value NR EUR | MSCI Europe Value NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Franklin Mutual European Fund W(Ydis)EUR | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Shell PLC | Energy | 4.67 |
BNP Paribas Act. Cat.A | Financial Services | 4.21 |
Novartis AG Registered Shares | Healthcare | 4.09 |
Deutsche Bank AG | Financial Services | 3.92 |
BP PLC | Energy | 3.87 |
Increase Decrease New since last portfolio | ||
Franklin Mutual European Fund W(Ydis)EUR |