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Franklin Technology A (acc) USD

Ranked 1 out of 3 in - Technology over 12 months
All calculations are in ZAR unless stated

Managed by

James Cross

James Cross is a vice president, research analyst and portfolio manager with Franklin Equity Group. He currently covers the aerospace and defense industries while leading the industrials sector team. He also is a portfolio manager on the Franklin Small/Mid Cap Growth Fund. Before assuming industry coverage in 2000, Cross focused on quantitative research, risk analysis and performance attribution. Prior to joining Franklin Templeton in 1998, he worked as an economic planner for the State of Texas. Cross holds a B.B.A. with a major in economics from Baylor University. He is a Chartered Financial Analyst (CFA) charterholder.

Jonathan Curtis

Jonathan Curtis joined the Franklin Equity Group in 2008 as an equity analyst covering technology companies. Prior to joining Franklin, Jonathan spent four years on the sell side researching enterprise data networking and telecom equipment companies. Before transitioning to the financial services industry, Jonathan was a software and systems engineer for 12 years at a variety of companies including Nortel Networks, CIENA and Caspian Networks. Jonathan holds an M.B.A. from Berkeley's Haas School of Business and a B.Sc in electrical engineering from Rensselaer Polytechnic Institute.

JP Scandalios

JP Scandalios was educated at the University of California where he studied History, Business and Finance. He holds a BA degree and an MBA. Scandalios has 18 years of investment experience and has been managing the Franklin Technology fund for Franklin Templeton Investments for the last four years. He manages the fund using a deep value-driven approach and a bottom up approach to investing. Prior to this he worked for Chase Manhattan and Chase Private Bank.

Objective

The Fund aims to increase the value of its investments over the medium to long term. The Fund invests mainly in equity securities issued by technology companies of any size located anywhere in the world. The Fund can invest to a lesser extent in: debt securities of corporate issuers.

Showing fund performance in South Africa View performance globally

Performance

Technology over : 30/04/2017 - 30/04/2018
  • Rank 1/3 Total Return
  • Rank 1/3 Standard Deviation
  • Rank 1/3 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 3.0%
2017 26.7% 11.3% 5.2% 11.9% -3.4%
2016 -5.6% -7.7% 0.7% 5.8% -4.0%
2015 43.7% 8.8% 0.8% 7.9% 21.5%
2014 25.7% 4.4% 4.3% 6.8% 8.1%
2013 55.6% 14.4% 7.5% 12.7% 12.3%
2012 15.3% 12.9% -5.9% 6.4% 2.0%
2011 15.2% 8.4% 0.2% -0.9% 7.1%
2010 9.5% 3.5% -5.4% 3.8% 7.8%
2009 27.1% 4.3% -1.6% 14.8% 8.0%
2008 -17.5% -1.1% 4.2% -5.5% -15.2%
2007 13.2% 5.6% 5.6% 5.2% -3.6%
2006 17.3% 8.5% 3.0% 8.7% -3.5%
2005 13.3% 0.1% 8.0% 0.6% 4.2%
2004 -6.4% -4.1% 1.7% -3.7% -0.3%
2003 20.1% -8.3% 14.5% 4.7% 9.2%
2002 -60.9% -10.0% -37.1% -27.6% -4.5%
2001 12.2% -26.0% 18.2% -34.8% 96.5%
2000 15.8% -33.7%

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. Netherlands
  25. Norway
  26. Poland
  27. Portugal
  28. Romania
  29. Russian Federation
  30. Singapore
  31. Slovakia
  32. South Africa
  33. Spain
  34. Sweden
  35. Switzerland
  36. Taiwan
  37. United Kingdom

Fund Info

  • Launch date03/04/2000
  • Share Class size1,394Mn
  • Base currencyUSD
  • ISIN LU0109392836

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1

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