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Franklin NextStep Growth A (acc) USD

Ranked 7 out of 18 in - Aggressive USD over 12 months
All calculations are in USD unless stated

Managed by

Ricky Chau

Stephen Lingard

Stephen Lingard is a senior vice president and portfolio manager for Franklin Templeton Solutions (FTS). He is a member of the FTS Global Investment Committee specializing in equity strategy and has co-portfolio management responsibilities for all Canadian-based multi-asset products including Quotential and LifeSmart Portfolios. He also co-manages institutional separate accounts for several global clients. He has previously served as director of research for the FTS manager and asset research team. Lingard joined Franklin Templeton Investments in 2007 and has over 21 years of industry experience. Before joining Franklin Templeton, he held various roles as investment manager, fund analyst, and bond dealer for companies such as Fidelity, Societe Generale (Asia) and Freedom International Bond Brokers. He holds a B.Sc. from the University of Western Ontario and an MBA from the European University at Brussels. He is a Chartered Financial Analyst CFA) charterholder and a member of the Toronto Society of Financial Analysts.

Thomas Nelson

Tom Nelson is a senior vice president and director of investment solutions for Franklin Templeton Solutions. In this role he oversees the strategic asset allocation and asset class research team as well as FT Solutions' traditional asset portfolio management team. He also co-chairs the FT Solutions Global Investment Committee (GIC). Nelson joined Franklin Templeton Investments in 2007 and co-founded the firm's quantitative research services group upon joining the company. He moved to Franklin Templeton Solutions in 2009. Prior to working at Franklin Templeton, Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.

Objective

To seek the highest level of long-term total return. Total return includes capital growth and income. The Fund intends to achieve its objective by investing its net assets principally in units of UCITS and other open and closed-end UCIs (including exchange traded funds), managed by Franklin Templeton Investments entities as well as other asset managers (Underlying Funds). The Fund will seek to maintain an asset allocation exposure generally in the range of 60% to 80% for equities and equity-related securities globally, 20% to 40% for fixed or floating-rate debt securities.

Showing fund performance in Singapore View performance globally

Performance

Aggressive USD over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4% -0.6% 3.0%
2017 14.1% 4.1% 2.5% 3.2% 3.6%
2016 -0.3% 3.3% 0.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
iShares Core S&P 500 UCITS ETF 18.74%
Franklin US Equity Y (Mdis) EUR 9.66%
Franklin Mutual European Y (Mdis) EUR 6.30%
UBS (Irl) ETF plc-MSCI USA Value UCITS ETF (USD)Ad 6.23%
Amundi Funds II US Fundamental Growth I No Dis USD 5.79%
Jupiter JGF European Opportunities I EUR Acc 4.95%
Franklin Global Aggregate Bond Y (Mdis) USD 4.67%
iShares $ Treasury Bond 1-3yr UCITS ETF 4.27%
Xtrackers Euro Stoxx 50 UCITS ETF 1C 3.99%
Comgest Growth Emerging Markets USD I Acc 3.96%
30/06/2018

Registered For Sale In

  1. Georgia
  2. Greece
  3. Hungary
  4. Italy
  5. Luxembourg
  6. Poland
  7. Portugal
  8. Singapore
  9. Spain
  10. United Kingdom

Fund Info

  • Launch date05/02/2016
  • Share Class size12Mn
  • Base currencyUSD
  • ISIN LU1350353436

Purchase Info

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

Charges

  • Annual management1.00%

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