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Franklin Global Small-Mid Cap Growth Fund
Franklin Global Small-Mid Cap Growth Fund
Franklin Templeton Investment Funds
Franklin Global Small-Mid Cap Growth Fund
News
Regional Portfolio Structure(Semi-Annual Comparison)
Sectorial Portfolio Structure(Semi-Annual Comparison)
Price
 
Ranking
Sector: Global-Equity-Small Cap
Size: (USD) 74 000 000
 
Sector Rank: 7 out of 8
(lump sum over 3 years to 31 Dec 2020)
 
Overall Rank: 241 out of 257
(lump sum over 3 years to 31 Dec 2020)
 
R20000 invested on 31 Dec 2017 was worth R20 442 at 31 Dec 2020
(0.73% annual compound return)
 
R5000 per month since 31 Dec 2017 was worth R179 421 at 31 Dec 2020
((0.21)% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Management
Edwin Lugo
 
Focus and Objective
Long-term capital appreciation by investing primarily in small and mid-cap growth equity securities of companies in any developed country in the world. Investing in a diversified portfolio of equity and equity related securities of companies with a market cap of below $8 billion.
 
Technical Overview
Benchmark: CitiGroup World EMI Growth Index
Base currency: USD Formation date: 15 Apr 2002
Domicile Luxembourg Management fee (p.a.): 1.51%
 
Top holdings on 31 Dec 2019
Share (Sector) Value (USD) % of fund
MARKELCORP (Insurance) 4 432 600 5.99%
LIBLATAM (Telecom) 4 432 600 5.99%
MAJDR INC (Goods & Services) 4 077 400 5.51%
ZARDOYAOTIS (Equities) 3 233 800 4.37%
58COMINC (Cyclical Goods & Services) 3 108 000 4.20%
CLOET AB (Goods & Services) 3 085 800 4.17%
JOHNWOODGROUP (Energy) 3 056 200 4.13%
HANGLUNG (Cyclical Goods & Services) 3 034 000 4.10%
ARCHC LTD (Foreign Property) 2 997 000 4.05%
TOTALP PLC (Goods & Services) 2 989 600 4.04%
TOTALS 34 447 000 46.55%

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