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Templeton Emerging Markets Smaller Cos

Ranked 3 out of 7 in - Global Emerging Markets Smaller Companies over 12 months
All calculations are in USD unless stated

Managed by

Dennis Lim

Dennis Lim is a senior executive vice president and senior managing director, and the director of research for the Templeton Emerging Markets Group at Franklin Templeton Investments. Prior to joining Franklin Templeton in 1990, Lim worked for the Government of Singapore's Ministry of National Development. He entered the financial services industry in 1984. Lim holds an M.S. from the University of Wisconsin, Milwaukee and a B.S. from the National University of Singapore. He served on the Investment Management Association of Singapore's Executive Committee and is a member of the Panel of Experts of the Singapore Government Commercial Affairs Department. He is proficient in English, Mandarin Chinese and Bahasa Melayu.

Mark Mobius

Mark Mobius graduated from Boston University with a Masters degree in economics and political science and from MIT with a PhD. He has spent more than 40 years working in emerging markets all over the world and joined Franklin Templeton Investments in 1987 as president of the Templeton Emerging Markets Fund. In 1999 he was appointed joint chairman of the Global Corporate Governance Forum Investor Responsibility Taskforce of the World Bank and Organization for Economic Cooperation and Development. Mark has been managing funds for over 24 years.

Tom Wu

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 : 28/02/2016 - 28/02/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
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

Registered For Sale In

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

Fund Info

  • Launch date18/10/2007
  • Share Class size152Mn
  • Base currencyUSD
  • ISIN LU0300738514
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management1.60%

Related News

Mobius drops host of fund roles as ‘next gen’ of PMs steps up

EM veteran to retain control of one regional fund as US asset management giant announces host of changes on cross-border range.

Mobius backs services sector boom to drive EM growth

Developing world veteran calls on investors to dig deeper into the consumer demand theme to find more compelling opportunities.

The end of QE is not the end of the rally, says Mobius

Naysayers who worry about the end of QE are missing the bigger picture, warns EM veteran.

Mobius weighs up investor impact of the Korean crisis

Franklin Templeton’s emerging markets expert dissects the potential fallout of increased tensions in the region.

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