Franklin Biotechnology Discovery Fund Z(acc)GBPRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 24.1 | -16.0 | -1.7 | 11.8 | 10.2 |
![]() | +/-Cat | -1.8 | -7.0 | 6.2 | 13.1 | 10.7 |
![]() | +/-B’mrk | -8.8 | -16.3 | -4.1 | 4.5 | -7.7 |
Category: Sector Equity Biotechnology | ||||||
Category Benchmark: Morningstar Gbl Biotechnolo... |
Key Stats | ||
NAV 15/07/2024 | GBP 46.73 | |
Day Change | 0.93% | |
Morningstar Category™ | Sector Equity Biotechnology | |
IA (formerly IMA) Sector | - | |
ISIN | LU0774687577 | |
Fund Size (Mil) 30/06/2024 | USD 1636.42 | |
Share Class Size (Mil) 15/07/2024 | GBP 3.59 | |
Max Initial Charge | - | |
Ongoing Charge 30/04/2024 | 1.32% |
Morningstar Research |
Analyst Report | 13/10/2023 Katie Rushkewicz Reichart, Director Morningstar, Inc |
Franklin Biotechnology Discovery is overseen by experienced managers, but limited resources and an undifferentiated process earn the fund a Morningstar Analyst Rating of Neutral.This strategy’s compact team is composed of three managers who have... | |
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 Biotechnology Discovery Fund Z(acc)GBP |
The Fund’s investment objective is capital appreciation. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Evan McCulloch 01/11/2000 | ||
Wendy Lam 01/09/2018 | ||
Click here to see others | ||
Inception Date 04/05/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
NASDAQ Biotechnology TR USD | Morningstar Gbl Biotechnology NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Franklin Biotechnology Discovery Fund Z(acc)GBP | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.11 |
![]() | ![]() | 7.32 |
![]() | ![]() | 6.25 |
![]() | ![]() | 3.89 |
![]() | ![]() | 3.69 |
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Franklin Biotechnology Discovery Fund Z(acc)GBP |