Franklin Mutual European Fund W(acc) USDRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -6.8 | 12.6 | 3.2 | 10.8 | 10.2 |
![]() | +/-Cat | -4.2 | -2.5 | 5.8 | -1.6 | 4.3 |
![]() | +/-B’mrk | - | - | - | -2.4 | 3.3 |
Category: Europe Large-Cap Value Equity | ||||||
Category Benchmark: Morningstar DM Europe Val T... |
Key Stats | ||
NAV 13/08/2024 | USD 13.25 | |
Day Change | 0.78% | |
Morningstar Category™ | Europe Large-Cap Value Equity | |
ISIN | LU1626021361 | |
Fund Size (Mil) 31/07/2024 | USD 610.82 | |
Share Class Size (Mil) 13/08/2024 | USD 3.25 | |
Max Initial Charge | - | |
Ongoing Charge 30/04/2024 | 1.00% |
Morningstar Research |
Analyst Report | 06/12/2023 Francesco Paganelli, Senior Analyst Morningstar, Inc |
This team of fund managers has plenty of experience but has struggled to put it to effective use in recent years. Combined with a loss of analytical expertise and coverage reshuffling in the broader team since 2020, we lack conviction in Franklin... | |
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 Mutual European Fund W(acc) USD |
The Fund’s principal investment objective is capital appreciation, which may occasionally be short-term. Its secondary objective is income. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Mandana Hormozi 01/01/2018 | ||
Todd Ostrow 01/05/2019 | ||
Click here to see others | ||
Inception Date 23/06/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe Value NR EUR | Morningstar DM Europe Val TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Franklin Mutual European Fund W(acc) USD | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.72 |
![]() | ![]() | 4.52 |
![]() | ![]() | 3.88 |
![]() | ![]() | 3.74 |
![]() | ![]() | 3.72 |
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Franklin Mutual European Fund W(acc) USD |