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Templeton Emerging Markets Smaller Cos

Ranked 2 out of 8 in - Global Emerging Markets Smaller Companies over 12 months
All calculations are in USD unless stated

Managed by

Chetan Sehgal

Chetan Sehgal is an executive vice president and the director of Global Emerging Markets and Small Cap Strategies for the Templeton Emerging Markets Group. In this capacity, he is responsible for strengthening the overall Global Emerging Markets and Small Cap strategies, providing guidance and thought leadership, coordinating appropriate resources and coverage, and leveraging the group's expertise to add value across products within the strategies. Prior to joining Franklin Templeton, Mr. Sehgal was a senior ratings analyst for the Credit Rating Information Services of India, Ltd. Mr. Sehgal earned a BE mechanical (honors) from University of Bombay and a post-graduate diploma in management from the Indian Institute of Management in Bangalore, where he specialized in finance and business policy and graduated as an institute scholar. Mr. Sehgal speaks English and Hindi and is a CFA charterholder.

Objective

The Fund aims to achieve long-term capital appreciation by investing primarily in equity securities and depository receipts of small-cap companies registered or performing a substantial part of their business in emerging markets. Emerging markets small cap companies are those having a market capitalisation at the time of initial purchase within the range of the market capitalisations of companies included in the MSCI Emerging Markets Small Cap Index. If the market capitalisation of companies allowed by the Index falls below USD 2 billion, a security held by the Fund will only qualify for additional purchases if its market capitalisation does not exceed USD 2 billion.

Showing fund performance in Singapore View performance globally

Performance

Global Emerging Markets Smaller Companies over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.6% -7.7%
2017 31.0% 13.4% 5.3% 2.9% 6.6%
2016 2.7% 0.4% -0.1% 10.0% -6.9%
2015 -5.8% 1.6% 2.7% -11.1% 1.5%
2014 12.5% 1.0% 8.7% 2.2% 0.2%
2013 8.2% 4.9% -8.0% 4.2% 7.5%
2012 22.4% 17.4% -9.2% 8.6% 5.7%
2011 -28.2% -6.2% 2.7% -26.0% 0.9%
2010 34.2% 9.7% -7.1% 20.1% 9.8%
2009 86.7% -5.0% 50.3% 22.9% 6.5%
2008 -62.1% -16.5% -8.6% -27.3% -31.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2018

Top 10 Holdings

Stock Size
Fed Home Loan Bk 0.000% 02-Apr-2018 3.58%
Bajaj Holdings and Investment Ltd ORD 3.26%
Apollo Tyres Ltd ORD 2.82%
Baozun Inc DR 2.61%
Hoa Phat Group JSC ORD 2.58%
Federal Bank Ltd ORD 2.03%
Medy Tox Inc ORD 1.92%
Chinasoft International Ltd ORD 1.86%
Balkrishna Industries Ltd ORD 1.51%
Tata Chemicals Ltd ORD 1.51%
31/03/2018

Registered For Sale In

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

Fund Info

  • Launch date18/10/2007
  • Share Class size151Mn
  • Base currencyUSD
  • ISIN LU0300738514

Purchase Info

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

Charges

  • Annual management1.60%
  • Initial investment0.00%

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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).