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Franklin US Small-Mid Cap Growth A (acc) USD

Ranked 3 out of 3 in - US Small & Medium Companies 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.

Ed Jamieson

Michael McCarthy

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 Funds investment objective is capital appreciation. The Fund principally invests its net assets in equity securities of US small and medium-capitalisation companies believed to possess sustainable growth characteristics and which meet growth, quality and valuation criteria.

Showing fund performance in South Africa View performance globally

Performance

US Small & Medium Companies over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.1%
2016 -9.0% -8.5% 1.9% 0.4% -2.8%
2015 29.2% 11.6% 0.0% 2.7% 12.8%
2014 16.7% 1.8% 4.6% 2.7% 6.7%
2013 68.4% 20.6% 11.3% 11.2% 12.8%
2012 14.9% 8.4% -1.5% 3.9% 3.6%
2011 16.7% 10.6% 0.0% -6.0% 12.2%
2010 14.1% 6.3% -5.6% 3.7% 9.7%
2009 12.1% 0.3% -5.5% 14.2% 3.6%
2008 -21.6% 1.4% 1.3% -7.7% -17.3%
2007 5.0% 8.1% 3.4% 1.8% -7.8%
2006 17.9% 3.9% 8.7% 8.3% -3.6%
2005 23.9% 6.5% 11.7% 1.8% 2.4%
2004 -7.5% -3.5% 0.3% -0.9% -3.7%
2003 9.2% -12.9% 15.5% -1.4% 10.1%
2002 -48.2% -2.4% -23.9% -25.2% -6.8%
2001 38.2% -7.4% 10.3% -16.3% 61.7%

Month by Month Performance

Returns Vs Risk

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 date29/12/2000
  • Share Class size120Mn
  • Base currencyUSD
  • ISIN LU0122613226

Purchase Info

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

Charges

  • Annual management1.00%

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