Franklin Technology Fund Z (Acc) USDRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 57.2 | 25.1 | -37.0 | 45.0 | 20.6 |
![]() | +/-Cat | 13.5 | 10.1 | -8.8 | 13.6 | 8.3 |
![]() | +/-B’mrk | - | -7.2 | -13.0 | -0.5 | -4.4 |
Category: Sector Equity Technology | ||||||
Category Benchmark: Morningstar Gbl Tech TME NR... |
Key Stats | ||
NAV 15/07/2024 | USD 74.20 | |
Day Change | 0.18% | |
Morningstar Category™ | Sector Equity Technology | |
ISIN | LU0592649825 | |
Fund Size (Mil) 30/06/2024 | USD 11509.25 | |
Share Class Size (Mil) 15/07/2024 | USD 27.97 | |
Max Initial Charge | - | |
Ongoing Charge 30/04/2024 | 1.20% |
Morningstar Research |
Analyst Report | 19/10/2023 Harsh Jain, Analyst Morningstar, Inc |
The continuity and consistency in the implementation of the long-standing investment approach on Franklin Technology since Jonathan Curtis took over as lead manager, combined with his strong expertise on a stock, portfolio, and sector level, are... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Franklin Technology Fund Z (Acc) USD |
The Fund’s investment objective is capital appreciation. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Jonathan Curtis 01/06/2016 | ||
Matthew Cioppa 31/12/2020 | ||
Click here to see others | ||
Inception Date 18/03/2011 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World/Information Tech NR USD | Morningstar Gbl Tech TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Franklin Technology Fund Z (Acc) USD | 31/05/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 11.14 |
![]() | ![]() | 8.02 |
![]() | ![]() | 6.36 |
![]() | ![]() | 4.00 |
![]() | ![]() | 3.41 |
![]() | ||
![]() ![]() ![]() | ||
Franklin Technology Fund Z (Acc) USD |