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Franklin Mutual Global Discovery A (acc) USD

Ranked 2866 out of 3010 in - Global 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.

Christian Correa

Peter Langerman

Tim Rankin

Objective

The Fund aims to achieve capital appreciation by investing primarily in equity securities of companies of any nation that the investment manager believes are available at market prices less than their intrinsic value. The Fund primarily invests in mid and large-cap companies with a market capitalisation around or greater than 1.5 billion US dollars. To a lesser extent, the Fund may also invest in distressed securities and merger arbitrage situations.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/03/2017 - 31/03/2018
  • Rank 2866/3010 Total Return
  • Rank 1218/3010 Standard Deviation
  • Rank 1851/3010 Max Drawdown
Fund Name Currency Return
2864 Latin 6 SA de CV FIRV F3 USD

4.0%

2864 ICSG Premium World Fund USD

4.0%

2866 Franklin Mutual Global Discovery A (acc) USD USD

3.9%

2867 MFS Investment Funds-Glo Eq Euro Hedged Q1 EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.9%

2868 Mackenzie Cundill Recovery Class Series A USD

3.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4%
2017 11.4% 4.6% 3.8% 2.1% 0.6%
2016 9.4% -1.4% 0.0% 6.1% 4.6%
2015 -6.2% 1.6% 1.2% -12.0% 3.7%
2014 -3.4% 0.0% 3.5% -4.9% -1.9%
2013 26.9% 5.8% 2.7% 8.5% 7.7%
2012 14.7% 9.9% -5.6% 6.7% 3.7%
2011 -7.0% 4.9% 2.6% -19.5% 7.3%
2010 9.2% 2.4% -11.1% 14.3% 5.0%
2009 19.9% -2.5% 10.5% 9.0% 2.0%
2008 -26.0% -7.2% -2.9% -7.9% -10.8%
2007 10.9% 5.4% 6.1% -0.4% -0.4%
2006 18.6% 7.1% -0.8% 3.9% 7.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cayman Islands
  4. Cyprus
  5. Czech Republic
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Georgia
  11. Germany
  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. Mexico
  25. Netherlands
  26. Norway
  27. Poland
  28. Portugal
  29. Russian Federation
  30. Singapore
  31. Slovakia
  32. Spain
  33. Sweden
  34. Switzerland
  35. Taiwan
  36. United Kingdom

Fund Info

  • Launch date25/10/2005
  • Share Class size214Mn
  • Base currencyUSD
  • ISIN LU0211331839

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1

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

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