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TEMPLETON EUROPE - Fund overview

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Find rated europe excluding uk funds


Overview of TEMPLETON EUROPE

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. TEMPLETON EUROPE does not fall into either of these categories at present.

Standard Initial Charge

5.00% 0.00%

Invest via Bestinvest

to save 5.00%

Fund summary

Sector  Europe Excluding UK
Product type  OEIC
Launched  September, 2003
Size  £9m
Yield 2.6%
Charging basis  –
Dividends paid  Nov & May
Bid price(inc) 116.44p
Bid price(acc) 131.97p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.72%
Reduction in yield (10yr) 1.72%

Bestinvest says


No information available.

Portfolio

templeton europe asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 2%
templeton europe equity geographic illustration
Allocation Proportion
UK
Europe 100%
Nth America
Japan
Pacific
Other Equity
templeton europe equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 16%
Small Caps 4%

Investment process


The fund's investment objective is to seek long-term capital growth. It achieves this by primarily investing in the equity of any company domiciled in Continental Europe or which have significant Continental European operations.

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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