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Templeton Euroland A (acc) EUR

Ranked 2 out of 2 in - EuroZone over 12 months
All calculations are in LVL unless stated

Managed by

Heather Arnold

Heather Arnold is the director of research for Templeton Global Equity Group, as well as a portfolio manager and research analyst, based in London and Edinburgh and has 28 years of experience in the investment industry. She manages institutional and retail equity portfolios and has research responsibilities for Japan and Russia. Prior to joining Templeton, Heather was a managing director for Goldman Sachs Asset Management, head of European equities and portfolio manager for European, International and Global institutional and retail client portfolios. She returned to Templeton having originally joined in 1997 and having left to start up her own company in the summer of 2001. Heather has an MBA from York University in Canada, a BA in economics and art history from Queen's University in Canada and is a Chartered Financial Analyst (CFA) Charterholder.

Dylan Ball

Dylan Ball is an Executive Vice President, Portfolio Manager for the Templeton Global Equity Group. Mr. Ball is the lead portfolio manager for a number of Templeton portfolios, Mr. Ball has research responsibility for MENA banks and Emerging Europe. Mr. Ball has 20 years of industry experience, 10 of which have been at Templeton. He was formerly a research analyst with Credit Suisse First Boston, prior to which Mr. Ball was a chartered accountant with PricewaterhouseCoopers. Mr. Ball holds a B.A. in Economics from Manchester University, United Kingdom. He is a Chartered Accountant (ACA), a member of the Institute of Chartered Accountants in England and Wales.

Peter Moeschter

Peter M. Moeschter is an executive vice president and joined the Templeton organisation in 1997. He is a portfolio manager with responsibility for institutional and retail clients with global equities mandates. He has sector research coverage of global food and household products, European utilities and country coverage of Germany. Peter is the sector team leader of global utilities. Prior to joining Templeton, Peter was a research analyst in the equity investment department of the Workers' Compensation Board of Ontario. Prior to this position, he was an investment analyst with Aetna Capital Management Limited and began his career as an analyst for the Pension Fund Division of Ontario Hydro. Peter earned a BBA, with honours, from Wilfrid Laurier University and an MBA from York University. He is a Chartered Financial Analyst (CFA) Charterholder.

Objective

The Fund invests mainly in equity securities issued by companies of any size located in, or doing significant business in, countries that have adopted the euro as their national currency (i.e., countries of the European Monetary Union). The Fund invests at least 75% of its total assets in equity securities issued by companies that have their head office in the European Union.

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Performance

EuroZone over : 31/03/2017 - 31/03/2018
  • Rank 2/2 Total Return
  • Rank 1/2 Standard Deviation
  • Rank 1/2 Max Drawdown
Fund Name Currency Return
1 GAM Multistock - Euroland Value Eq-EUR C LVL

7.6%
2 Templeton Euroland A (acc) EUR LVL

1.1%
View full league table
Fund Name Currency Risk
1 Templeton Euroland A (acc) EUR LVL

7.5
2 GAM Multistock - Euroland Value Eq-EUR C LVL

12.2
View full league table
Fund Name Currency Loss
1 Templeton Euroland A (acc) EUR LVL

-4.3%
2 GAM Multistock - Euroland Value Eq-EUR C LVL

-8.3%
View full league table

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7%
2017 8.5% 5.6% 1.8% 2.9% -1.8%
2016 9.3% -7.5% -1.1% 7.0% 11.7%
2015 16.7% 20.3% -2.7% -7.0% 7.3%
2014 -4.2% 3.3% -0.7% -1.8% -4.9%
2013 31.3% 4.7% 2.0% 12.1% 9.7%
2012 22.4% 8.8% -6.2% 9.8% 9.2%
2011 -10.4% 4.9% 0.6% -19.8% 5.9%
2010 1.0% 2.4% -8.3% 5.7% 1.8%
2009 18.3% -13.4% 11.6% 21.4% 0.8%
2008 -43.4% -17.7% -5.9% -8.2% -20.4%
2007 -1.4% 5.2% 5.1% -6.0% -5.1%
2006 21.2% 9.5% -3.7% 6.7% 7.7%
2005 22.0% 6.7% 5.3% 6.3% 2.1%
2004 20.6% 3.6% 5.0% -0.9% 11.9%
2003 33.2% -11.6% 25.3% 5.1% 14.4%
2002 -22.2% 5.4% -4.2% -28.8% 8.2%
2001 -5.9% -0.7% -0.8% -12.9% 9.7%
2000 12.6% 0.9% 5.8% -2.7% 8.6%
1999 7.0% -3.2% 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cayman Islands
  4. Cyprus
  5. Czech Republic
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Georgia
  11. Germany
  12. Greece
  13. Hong Kong
  14. Hungary
  15. Ireland
  16. Italy
  17. Jersey
  18. Korea
  19. Latvia
  20. Liechtenstein
  21. Lithuania
  22. Luxembourg
  23. Macau
  24. Mexico
  25. Netherlands
  26. Norway
  27. Poland
  28. Portugal
  29. Russian Federation
  30. Singapore
  31. Slovakia
  32. South Africa
  33. Spain
  34. Sweden
  35. Switzerland
  36. Taiwan
  37. United Kingdom

Fund Info

  • Launch date08/01/1999
  • Share Class size198Mn
  • Base currencyUSD
  • ISIN LU0093666013

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1

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