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Templeton Emerging Markets Smaller Cos

Ranked 1 out of 7 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 : 31/03/2016 - 31/03/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 13.4%
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 size172Mn
  • Base currencyUSD
  • ISIN LU0300738514
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management1.60%

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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).