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Franklin Mutual European

Ranked 32 out of 125 in - Europe over 12 months
All calculations are in DKK unless stated

Managed by

Philippe Brugère-Trélat

Philippe Brugère-Trélat was born in Madagascar in 1949 and attended the University of Paris, where he studied Law and Political Science. He holds a Bachelors and Masters degree. Philippe started his career with Eurovest SA as portfolio manager and president before joining OMega Advisers LLP as a partner. He later became vice president of the Mutual Shares Corp. Philippe is currently at Franklin Templeton manages the Franklin Mutual European Fund using a ‘value’ approach to investing. He has over 24 years of investment experience. Philippe is a member of the Royal Automobile Club in London.

Katrina Dudley

Katrina Dudley graduated from New York University with a degree in law and commerce and also holds an MBA. She started her career as an investment analyst at Federated Investors covering the technology and health care sectors. Katrina joined the corporate division of Ernst and Young LLP in 1995 and was a senior manager. In 2001 she joined Franklin Templeton where she is currently a fund manager. She has been managing funds for over three years and is a Chartered Financial Analyst.

Mandana Hormozi

Objective

Under normal market conditions, the Fund seeks long-term capital appreciation by investing primarily in the equity securities of companies incorporated or having their principal activities in European countries that the investment manager believes are available at prices less than their intrinsic value. The Fund may also invest up to 10% of its net assets in non-European securities.

Showing fund performance in Denmark View performance globally

Performance

Europe over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3%
2017 5.4% 3.2% 1.4% 1.5% -0.8%
2016 -1.3% -9.0% -3.0% 4.0% 7.5%
2015 6.3% 15.3% -2.6% -9.6% 4.7%
2014 -1.4% 0.1% 1.1% -1.9% -0.7%
2013 24.5% 3.0% 1.6% 10.4% 7.7%
2012 18.9% 8.4% -3.4% 6.9% 6.1%
2011 -8.5% 0.8% 0.7% -17.1% 8.8%
2010 11.9% 5.4% -2.0% 2.5% 5.7%
2009 19.9% -9.4% 12.7% 15.9% 1.4%
2008 -37.5% -13.0% -4.8% -8.4% -17.6%
2007 6.7% 4.9% 6.7% -2.4% -2.3%
2006 17.4% 7.8% -3.7% 5.6% 7.2%
2005 26.9% 5.0% 7.4% 7.0% 5.2%
2004 14.1% 6.4% 2.0% 0.2% 5.1%
2003 14.9% -7.3% 9.9% 5.0% 7.4%
2002 -13.8% 8.0% -7.2% -12.1% -2.1%
2001 1.4% 6.0% 7.9% -19.7% 10.3%
2000 9.3% -2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date03/04/2000
  • Share Class size251Mn
  • Base currencyUSD
  • ISIN LU0109981661

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1

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