Franklin Mutual Global Discovery Fund A(Ydis)GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -8.4 | 19.3 | 2.7 | 12.8 | 4.9 |
![]() | +/-Cat | -10.2 | 1.0 | 2.2 | 3.5 | -3.1 |
![]() | +/-B’mrk | - | -2.0 | -0.9 | 4.1 | -5.5 |
Category: Global Large-Cap Value Equity | ||||||
Category Benchmark: Morningstar Gbl Val TME NR USD |
Key Stats | ||
NAV 14/08/2024 | GBP 32.21 | |
Day Change | 0.50% | |
Morningstar Category™ | Global Large-Cap Value Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0229944847 | |
Fund Size (Mil) 31/07/2024 | USD 518.82 | |
Share Class Size (Mil) 14/08/2024 | GBP 1.00 | |
Max Initial Charge | 5.75% | |
Ongoing Charge 30/04/2024 | 1.83% |
Morningstar Research |
Analyst Report | 05/03/2024 Greg Carlson, Senior Analyst Morningstar, Inc |
Franklin Mutual Global Discovery’s investment team may be on the upswing after upheaval two years ago, but a long-term edge isn’t apparent. It continues to earn a Morningstar Analyst Rating of Neutral across all share classes.This team is looking... | |
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 Global Discovery Fund A(Ydis)GBP |
The Fund’s investment objective is capital appreciation. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Christian Correa 01/01/2018 | ||
Katrina Dudley 02/11/2020 | ||
Click here to see others | ||
Inception Date 25/10/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World Value NR USD | Morningstar Gbl Val TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Franklin Mutual Global Discovery Fund A(Ydis)GBP | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 2.56 |
![]() | ![]() | 2.47 |
![]() | ![]() | 2.46 |
![]() | ![]() | 2.34 |
![]() | ![]() | 2.31 |
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Franklin Mutual Global Discovery Fund A(Ydis)GBP |