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Templeton European A (Ydis) USD

Ranked 85 out of 105 in - Europe over 12 months
All calculations are in USD unless stated

Managed by

Heather Arnold

Heather Arnold is the director of research for Templeton Global Equity Group, as well as a portfolio manager and research analyst, based in London and Edinburgh and has 28 years of experience in the investment industry. She manages institutional and retail equity portfolios and has research responsibilities for Japan and Russia. Prior to joining Templeton, Heather was a managing director for Goldman Sachs Asset Management, head of European equities and portfolio manager for European, International and Global institutional and retail client portfolios. She returned to Templeton having originally joined in 1997 and having left to start up her own company in the summer of 2001. Heather has an MBA from York University in Canada, a BA in economics and art history from Queen's University in Canada and is a Chartered Financial Analyst (CFA) Charterholder.

Dylan Ball

Dylan Ball is an Executive Vice President, Portfolio Manager for the Templeton Global Equity Group. Mr. Ball is the lead portfolio manager for a number of Templeton portfolios, Mr. Ball has research responsibility for MENA banks and Emerging Europe. Mr. Ball has 20 years of industry experience, 10 of which have been at Templeton. He was formerly a research analyst with Credit Suisse First Boston, prior to which Mr. Ball was a chartered accountant with PricewaterhouseCoopers. Mr. Ball holds a B.A. in Economics from Manchester University, United Kingdom. He is a Chartered Accountant (ACA), a member of the Institute of Chartered Accountants in England and Wales.

Peter Moeschter

Peter M. Moeschter is an executive vice president and joined the Templeton organisation in 1997. He is a portfolio manager with responsibility for institutional and retail clients with global equities mandates. He has sector research coverage of global food and household products, European utilities and country coverage of Germany. Peter is the sector team leader of global utilities. Prior to joining Templeton, Peter was a research analyst in the equity investment department of the Workers' Compensation Board of Ontario. Prior to this position, he was an investment analyst with Aetna Capital Management Limited and began his career as an analyst for the Pension Fund Division of Ontario Hydro. Peter earned a BBA, with honours, from Wilfrid Laurier University and an MBA from York University. He is a Chartered Financial Analyst (CFA) Charterholder.

Objective

The Fund's investment objective is capital appreciation, which it seeks to achieve through a policy of investing in equity and debt obligations issued by European corporations and governments. The Fund invests primarily in common stocks. Since the investment objective is more likely to be achieved through an investment policy that is flexible and adaptable, the Fund may seek investment opportunities in other types of securities, such as preferred stock, securities convertible into common stock, and fixed income securities, including debt obligations issued by European governments. The base currency of the Fund is Euro.

Showing fund performance in Singapore View performance globally

Performance

Europe over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4% -2.1% -0.3%
2017 21.6% 6.7% 7.1% 6.1% 0.3%
2016 1.0% -4.2% -5.8% 7.6% 4.0%
2015 1.0% 4.5% 2.4% -8.3% 3.0%
2014 -16.6% 2.3% -1.3% -10.4% -7.7%
2013 35.6% 2.2% 3.6% 16.5% 10.0%
2012 21.2% 12.1% -10.6% 10.6% 9.3%
2011 -10.6% 8.9% 3.3% -24.6% 5.3%
2010 0.1% -1.8% -15.4% 16.7% 3.3%
2009 24.3% -15.7% 19.8% 22.6% 0.4%
2008 -45.3% -11.2% -6.6% -17.9% -19.6%
2007 7.0% 4.2% 7.1% -1.8% -2.4%
2006 30.1% 9.6% 2.2% 3.8% 11.9%
2005 7.8% 2.7% -3.2% 6.1% 2.1%
2004 23.8% 3.9% 2.8% -0.3% 16.3%
2003 43.8% -14.4% 29.5% 10.4% 17.6%
2002 -18.8% 6.5% -1.6% -28.8% 8.9%
2001 -6.5% -3.4% -0.2% -13.2% 11.6%
2000 5.0% -5.9% 5.6% -4.8% 11.0%
1999 14.2% 4.3% 8.3% 1.6% -0.4%
1998 -0.1% 17.8% 2.0% -19.4% 3.3%
1997 13.7% 2.7% 4.6% 7.2% -1.2%
1996 19.1% 5.1% 4.9% 0.7% 7.3%
1995 10.7% 4.3% 7.5% 1.6% -2.8%
1994 10.7% 7.2% 0.8% 5.2% -2.6%
1993 37.2% 9.7% 2.8% 11.4% 9.3%
1992 -16.9% -4.1% 10.4% -14.5% -8.2%
1991 3.8% -1.4%

Month by Month Performance

Returns Vs Risk

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. Korea
  19. Latvia
  20. Liechtenstein
  21. Lithuania
  22. Luxembourg
  23. Macau
  24. Netherlands
  25. Norway
  26. Peru
  27. Poland
  28. Portugal
  29. Singapore
  30. Slovakia
  31. South Africa
  32. Spain
  33. Sweden
  34. Switzerland
  35. Taiwan
  36. United Kingdom

Fund Info

  • Launch date17/04/1991
  • Share Class size79Mn
  • Base currencyUSD
  • ISIN LU0029868097

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1.00%

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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).