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Templeton European Small-Mid Cap Inclusive - Class A - Accumulation (EUR)

Sell:3,354.13p Buy:3,354.13p Change: 5.97p (0.18%)
Prices as at 17 September 2021
Sell:3,354.13p
Buy:3,354.13p
Change: 5.97p (0.18%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 17 September 2021
Sell:3,354.13p
Buy:3,354.13p
Change: 5.97p (0.18%)
Prices as at 17 September 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Most investors look to the UK to invest in smaller companies. But this means you could miss out on an array of opportunities available overseas. In today's globalised world, a company's location can be irrelevant and there are lots of successful businesses operating across the globe. Europe's economic and political issues have been well-documented in recent years and many investors have overlooked the region. That means lots of smaller companies have been ignored and their share prices don't properly reflect their future growth prospects. Long-term investors willing to ride out volatility could be rewarded. But you should remember smaller companies are riskier than bigger ones.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

17/09/16 to 17/09/17 17/09/17 to 17/09/18 17/09/18 to 17/09/19 17/09/19 to 17/09/20 17/09/20 to 17/09/21
Annual return 25.44% 4.95% -10.81% -18.38% 26.64%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Edwin Lugo
Manager start date: 1 July 2006
Manager located in: San Mateo, CA

Edwin Lugo, portfolio manager, is leader of Franklin Global Advisers' non-U.S. Small & Mid Cap Growth Equity team. He is the lead portfolio manager for a select group of Franklin European, international and global funds and separate accounts, in addition to researching small-mid capitalization companies. Mr. Lugo joined the firm in June 2006 and has more than 16 years of investment experience. Previously, he was with Brown Capital where he was an equity owner and vice president, leading the Brown Capital international division focusing on growth investing. His responsibilities included managing the Brown Capital international mutual fund and separate institutional accounts. This was in addition to generalist analyst responsibilities. He was also a vice president, research analyst, and portfolio manager with Templeton from 1996 to 2002. Mr. Lugo earned an M.B.A. in finance from Columbia University and is a Chartered Financial Analyst (CFA) Charterholder. Currently, he is a board member of the CollegeBound Foundation and an alumnus of the Robert A. Toigo Foundation.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account