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Franklin Technology A (acc) USD

Ranked 2 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's investment objective is capital appreciation. The Fund invests at least two thirds of its net invested assets in equity securities of US and non US companies expected to benefit from the development, advancement, and use of technology and communication services and equipment. The Fund invests in securities of US and non US large, well-established companies, as well as small to medium-sized companies, that the Investment Manager believes provide good emerging growth opportunities.

Showing fund performance in South Africa View performance globally

Performance

Technology over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.3% 5.2% 11.9%
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

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 3.97
Facebook Inc ORD 3.70
Alibaba Group Holding Ltd DR 3.40
ServiceNow Inc ORD 3.37
Salesforce.Com Inc ORD 3.27
Microsoft Corp ORD 3.04
Alphabet Inc ORD 2.82
USD Cash 2.52
Mastercard Inc ORD 2.46
Visa Inc ORD 2.46
30/06/2017

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Guernsey
  13. Hong Kong
  14. Hungary
  15. Ireland
  16. Italy
  17. Jersey
  18. Korea
  19. Latvia
  20. Lithuania
  21. Luxembourg
  22. Macau
  23. Netherlands
  24. Norway
  25. Poland
  26. Portugal
  27. Singapore
  28. Slovakia
  29. South Africa
  30. Spain
  31. Sweden
  32. Switzerland
  33. Taiwan
  34. United Kingdom

Fund Info

  • Launch date03/04/2000
  • Share Class size856Mn
  • Base currencyUSD
  • ISIN LU0109392836

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment5.75

Related News

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New dawn in tech: two ways to tap the ‘Internet of Things’

Citywire + rated JP Scandalios and Grant Bowers reveal their best ideas for making the most of a major shift in connectivity.

Tech sector M&A set to accelerate, says veteran Scandalios

Franklin Templeton's tech sector specialist believes merger activity is a strong option for technology firms looking to increase their value.

Templeton’s Scandalios: six tech trends to follow in 2014

The tech veteran outlines the secular themes to tackle in the coming year despite market uncertainty.

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