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FRANKLIN TEMPLETON EUROPEAN SMALL-MID CAP GROWTH - Fund overview

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Find rated european smaller companies funds


Overview of FRANKLIN TEMPLETON EUROPEAN SMALL-MID CAP GROWTH

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. FRANKLIN TEMPLETON EUROPEAN SMALL-MID CAP GROWTH does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  European Smaller Companies
Product type  OFFSHORE FUND
Launched  November, 2009
Size  £208m
Yield 1.3%
Charging basis  –
Dividends paid  –
Bid price 965.00p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.84%
Reduction in yield (10yr) 1.84%

Bestinvest says


No information available.

Portfolio

franklin templeton european small-mid cap growth  asset allocation illustration
Allocation Proportion
Equity 94%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 6%
franklin templeton european small-mid cap growth  equity geographic illustration
Allocation Proportion
UK 47%
Europe 53%
Nth America
Japan
Pacific
Other Equity
franklin templeton european small-mid cap growth  equity capitalisation illustration
Allocation Proportion
Large Caps 4%
Mid Caps 21%
Small Caps 75%

Investment process


The Fund aims to achieve long-term capital appreciation by investing principally in equity and/or equity related securities of small and mid-cap companies (those with market capitalisation above Euro 100 million and below Euro 8 billion) in Europe.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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