Templeton Growth A Inc
| Shares Class | Inc. |
|---|---|
| Yield | 2.83 |
| Total Expense Ratio | 1.66 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 2.83 |
| Total Expense Ratio | 1.66 |
Cumulative Performance
Discrete Performance
| Fund Size | 36,938,669.00 | Launch Date | 15/09/1988 | Standard Initial Charge (%) | 5.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.50 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 1.66 |
| ISIN | GB0002733854 | Min Topup (£) | 250.00 | Ongoing Charge (%) | 1.6600 (on 31/10/2020) |
The Fund’s investment objective is to maximise total investment return, concentrating on long-term capital growth with the lower risks associated with an internationally diversified portfolio of equities.
Dylan Ball
Dylan Ball is a senior vice president, portfolio manager for a number of retail and institutional global equity portfolios. He has global research responsibilities for industrial conglomerates and life insurance companies and provides country research coverage of Eastern Europe. Prior to joining Franklin Templeton in 2007, Mr. Ball worked as a research analyst for Credit Suisse First Boston and subsequently, Execution Limited. Prior to this, Mr. Ball was an accountant in the financial services industry practice of PricewaterhouseCoopers. Mr. Ball holds a B.A. degree in economics from Manchester University, United Kingdom. He is a Chartered Accountant (ACA) and a member of the Institute of Chartered Accountants in England and Wales.
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 Nassau, Bahamas and has 29 years of experience in the investment industry. Ms. Arnold manages institutional and retail equity portfolios and has research responsibilities for Japan and Russia. Prior to joining Templeton, Ms. Arnold 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. Ms. Arnold returned to Templeton having originally joined in 1997 and having left to start up her own company in the summer of 2001. Ms. Arnold has an M.B.A. from York University (Canada), a B.A. in economics and art history from Queen's University (Canada) and is a Chartered Financial Analyst (CFA) Charterholder.
Katherine Owen
| Name | Weight |
|---|---|
| Canadian Equities | 2.00% |
| Dutch Equities | 2.00% |
| German Equities | 11.00% |
| Global Equities | 5.00% |
| Hong Kong Equities | 2.00% |
| Japanese Equities | 17.00% |
| Money Market | 4.00% |
| South Korean Equities | 4.00% |
| Swiss Equities | 3.00% |
| Taiwanese Equities | 3.00% |
| US Equities | 42.00% |
| Name | Weight |
|---|---|
| Canada | 2.00% |
| Germany | 11.00% |
| Hong Kong | 2.00% |
| Japan | 17.00% |
| Korea | 4.00% |
| Money Market | 4.00% |
| Netherlands | 2.00% |
| Others | 5.00% |
| Switzerland | 3.00% |
| Taiwan | 3.00% |
| USA | 42.00% |
| Name | Weight |
|---|---|
| Cash & Cash Equivalents | 4.00% |
| Communications | 7.00% |
| Consumer Discretionary | 15.00% |
| Consumer Staples | 1.00% |
| Energy | 1.00% |
| Financials | 8.00% |
| Health Care | 11.00% |
| Industrials | 12.00% |
| Information Technology | 27.00% |
| Materials | 9.00% |
| Name | Weight |
|---|---|
| DISNEY (WALT) CO | 4.00% |
| SAMSUNG ELECTRONICS CO | 4.00% |
| BOOKING HLDGS INC | 3.00% |
| JPMORGAN CHASE & CO | 3.00% |
| ROCHE HLDG AG | 3.00% |
| SIEMENS AG | 3.00% |
| SONY CORP | 3.00% |
| SUMITOMO METAL MINING CO | 3.00% |
| TAIWAN SEMICONDUCTOR CO | 3.00% |
| WABTEC CORP | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.