Templeton European Opportunities Fund A(acc)EURRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -14.1 | 4.7 | -3.6 | 5.0 | -4.4 | |
+/-Cat | -22.0 | -9.2 | 8.2 | -5.5 | -5.8 | |
+/-B’mrk | -16.7 | -12.9 | 1.0 | -8.2 | -6.7 | |
Category: Europe Flex-Cap Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 28/03/2024 | EUR 14.60 | |
Day Change | -0.55% | |
Morningstar Category™ | Europe Flex-Cap Equity | |
ISIN | LU0122612848 | |
Fund Size (Mil) 29/02/2024 | EUR 102.31 | |
Share Class Size (Mil) 27/03/2024 | EUR 74.22 | |
Max Initial Charge | 5.75% | |
Ongoing Charge 08/02/2023 | 1.86% |
Investment Objective: Templeton European Opportunities Fund A(acc)EUR |
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 29/12/2000 |
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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(acc)EUR | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Coats Group PLC | Consumer Cyclical | 7.93 |
PayPoint PLC | Technology | 6.10 |
Hensoldt AG Ordinary Shares | Industrials | 5.74 |
SFC Energy AG | Industrials | 5.25 |
Greggs PLC | Consumer Defensive | 4.98 |
Increase Decrease New since last portfolio | ||
Templeton European Opportunities Fund A(acc)EUR |