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Franklin World Perspectives A (acc) USD

Ranked 24 out of 30 in - Global over 12 months
All calculations are in LVL unless stated

Managed by

Stephen Dover

Stephen Dover graduated from Lewis and Clark College in Portland, Oregon with a BA degree in communications and business administration. He went on to graduate from The Wharton School of the University of Pennsylvania with an MBA in finance. Stephen is currently the managing director and international chief investment officer of Franklin Global Advisors and also oversees and manages Asian equity growth products. Prior to his current role he was founder and CIO of Bradesco Templeton Asset Management and before joining Franklin Templeton in 1997 he was a portfolio manager and principal at Newell Associates. Before this he worked for Towers Perrin Consulting in New York. Stephen is a Chartered Financial Analyst and a Certified Financial Planner.

Purav A. Jhaveri

Purav Jhaveri graduated from the Univeristy of Bombay with a bachelor of commerce degree and from the Narsee Monjee Institute of Management Studies, University of Bombay with a master’s degree in management and has an MBA from the Wharton School of the Univeristy of Pennsylvania. He started his career as a research analyst with Unit Trust of India and then joined ANZ Grindlays Bank where he was an investment advisor and research analyst. Purav then joined Franklin Templeton where he started working as a portfolio manager and research analyst in Mumbai, India. He is currently a senior vice president and investment strategist/portfolio manager in Franklin Templeton’s Local Asset Management Group. Purav is a Chartered Financial Analyst (CFA) and also holds the Financial Risk Manager (FRM) certification from the Global Association of Risk Professionals.

Objective

The Fund's investment objective is capital appreciation. The Fund seeks to achieve this objective by investing in equity and equity related transferable securities across the world. The Investment Manager and the Investment Co-Managers, located in various countries around the globe, develop local portfolios of securities with the intention to outperform the relevant market of each region. The base currency of the Fund is US dollar.

Showing fund performance in Latvia View performance globally

Performance

Global over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.8% -3.2% 0.5%
2016 5.0% -8.4% 1.4% 6.5% 6.2%
2015 11.6% 16.5% -1.4% -9.7% 7.6%
2014 16.4% 0.9% 4.6% 4.1% 5.8%
2013 20.8% 9.7% -1.1% 6.2% 5.0%
2012 12.7% 10.7% -2.3% 3.6% 0.6%
2011 -7.8% -2.8% -1.5% -10.4% 7.4%
2010 22.8% 8.6% -0.4% 3.3% 9.8%
2009 38.9% -1.9% 15.6% 13.0% 8.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Guernsey
  13. Hong Kong
  14. Hungary
  15. Ireland
  16. Italy
  17. Jersey
  18. Latvia
  19. Lithuania
  20. Luxembourg
  21. Macau
  22. Netherlands
  23. Norway
  24. Poland
  25. Portugal
  26. Singapore
  27. Slovakia
  28. Spain
  29. Sweden
  30. Switzerland
  31. Taiwan
  32. United Kingdom

Fund Info

  • Launch date14/10/2008
  • Share Class size40Mn
  • Base currencyUSD
  • ISIN LU0390134368

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment5.75

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).