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Franklin Mutual European

Ranked 110 out of 126 in - Europe over 12 months
All calculations are in DKK unless stated

Managed by

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 : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3% -0.2%
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. 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. Spain
  32. Sweden
  33. Switzerland
  34. Taiwan
  35. Turkey
  36. United Arab Emirates
  37. United Kingdom

Fund Info

  • Launch date03/04/2000
  • Share Class size227Mn
  • Base currencyUSD
  • ISIN LU0109981661

Purchase Info

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

Charges

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

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