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Franklin US Equity A (acc) USD

Ranked 239 out of 250 in - US over 36 months
All calculations are in EUR unless stated

Managed by

Chris Anderson

Serena Perin Vinton

Serena Perin Vinton is a Chartered Financial Analyst and a member of the CFA Institute. She studied and graduated with a degree in Business Economics at Brown University. She has over 18 years investment experience and spent part of her career as a research analyst to a British MP. She currently works at Franklin Templeton Investments and is the lead manager on their Franklin US Growth fund.

Objective

The Fund's primary investment objective is capital appreciation. The Fund's investment strategy is to invest principally in US equity securities, including common and preferred stocks, or securities convertible into common stocks, as well as American Depository Receipts and American Depository Shares that are listed on the major US stock exchanges.

Showing fund performance in Luxembourg View performance globally

Performance

US over : 31/05/2015 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8%
2017 -2.3% 2.9% -5.5% -1.9% 2.4%
2016 7.8% -8.5% 0.2% 6.3% 10.6%
2015 7.7% 17.7% -2.6% -10.3% 4.7%
2014 27.2% 1.9% 5.8% 9.2% 7.9%
2013 21.5% 11.8% 1.9% 0.4% 6.3%
2012 8.6% 9.8% -1.7% 5.1% -4.2%
2011 -0.7% -2.6% -3.0% -8.4% 14.6%
2010 17.9% 11.0% -2.3% -2.3% 11.4%
2009 25.8% -2.9% 11.4% 8.8% 7.0%
2008 -30.1% -16.7% -0.2% 3.4% -18.8%
2007 -4.9% -0.3% 5.8% -2.4% -7.7%
2006 -0.2% -0.3% -8.6% 6.9% 2.4%
2005 13.9% 1.0% 8.2% 1.4% 2.7%
2004 1.8% 5.2% 2.6% -5.3% -0.5%
2003 6.5% -8.5% 12.6% 1.5% 1.9%
2002 -36.0% 0.9% -24.0% -17.5% 1.3%
2001 -0.4% 5.5% 7.8% -24.5% 16.0%
2000 11.7% 16.7% 1.1% 11.7% -15.2%
1999 42.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Cayman Islands
  5. Cyprus
  6. Czech Republic
  7. Denmark
  8. Estonia
  9. Finland
  10. France
  11. Georgia
  12. Germany
  13. Greece
  14. Hong Kong
  15. Hungary
  16. Ireland
  17. Italy
  18. Jersey
  19. Korea
  20. Latvia
  21. Liechtenstein
  22. Lithuania
  23. Luxembourg
  24. Macau
  25. Mexico
  26. Netherlands
  27. Norway
  28. Poland
  29. Portugal
  30. Singapore
  31. Slovakia
  32. South Africa
  33. Spain
  34. Sweden
  35. Switzerland
  36. United Kingdom

Fund Info

  • Launch date01/07/1999
  • Share Class size264Mn
  • Base currencyUSD
  • ISIN LU0098860363

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).