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Franklin Mutual European

Ranked 783 out of 996 in - Europe over 12 months
All calculations are in USD 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.

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 globally. You can view performance in individual jurisdictions.

Performance

Europe over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.7% 8.2% 5.1%
2016 -3.8% -4.4% -5.3% 5.1% 1.0%
2015 -4.8% 2.0% 1.2% -9.4% 1.8%
2014 -13.2% 0.1% 0.6% -9.3% -4.9%
2013 30.1% 0.4% 2.8% 15.0% 9.6%
2012 20.3% 11.1% -7.8% 8.1% 8.7%
2011 -11.2% 6.5% 2.9% -23.1% 5.4%
2010 4.5% -0.7% -11.3% 14.2% 3.9%
2009 23.8% -13.5% 19.0% 20.8% -0.4%
2008 -40.5% -5.7% -5.3% -18.4% -18.3%
2007 18.3% 6.0% 8.4% 2.6% 0.4%
2006 31.3% 10.5% 1.8% 4.6% 11.6%
2005 9.8% 0.2% 0.1% 6.4% 2.9%
2004 23.1% 3.6% 1.1% 2.1% 15.0%
2003 37.8% -3.5% 15.6% 6.5% 16.0%
2002 1.7% 5.8% 5.1% -12.1% 4.0%
2001 -3.5% -0.3% 3.7% -13.5% 7.9%
2000 0.6% 4.1%

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. Guernsey
  14. Hong Kong
  15. Hungary
  16. Ireland
  17. Italy
  18. Jersey
  19. Korea
  20. Latvia
  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 Kingdom

Fund Info

  • Launch date03/04/2000
  • Share Class size267Mn
  • Base currencyUSD
  • ISIN LU0109981661

Purchase Info

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

Charges

  • Annual management1.00%

Related News

Veteran Franklin equity PM to exit

Philippe Brugere-Trelat, a 23-year veteran international equity manager, will retire from Franklin Templeton in May 2018

France says 'oui' to Macron: what it means for equities and bonds

What does the independent's ascent to the French presidency mean for investors? Citywire Selector finds out.

UK’s EU exit will take ‘much longer’ than two years, says Templeton’s Brugère-Trélat

Franklin Templeton European equity manager believes investors are too optimistic that Brexit will be a done deal in two years' time.

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