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Templeton Global A (Ydis) USD

Rang 359 von 747 in - Aktien - Global über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Heather Arnold

Heather Arnold is the director of research for Templeton Global Equity Group, as well as a portfolio manager and research analyst, based in London and Edinburgh and has 28 years of experience in the investment industry. She manages institutional and retail equity portfolios and has research responsibilities for Japan and Russia. Prior to joining Templeton, Heather was a managing director for Goldman Sachs Asset Management, head of European equities and portfolio manager for European, International and Global institutional and retail client portfolios. She returned to Templeton having originally joined in 1997 and having left to start up her own company in the summer of 2001. Heather has an MBA from York University in Canada, a BA in economics and art history from Queen's University in Canada and is a Chartered Financial Analyst (CFA) Charterholder.

Dylan Ball

Dylan Ball is an Executive Vice President, Portfolio Manager for the Templeton Global Equity Group. Mr. Ball is the lead portfolio manager for a number of Templeton portfolios, Mr. Ball has research responsibility for MENA banks and Emerging Europe. Mr. Ball has 20 years of industry experience, 10 of which have been at Templeton. He was formerly a research analyst with Credit Suisse First Boston, prior to which Mr. Ball was a chartered accountant with PricewaterhouseCoopers. Mr. Ball holds a B.A. in Economics from Manchester University, United Kingdom. He is a Chartered Accountant (ACA), a member of the Institute of Chartered Accountants in England and Wales.

Peter Moeschter

Peter M. Moeschter is an executive vice president and joined the Templeton organisation in 1997. He is a portfolio manager with responsibility for institutional and retail clients with global equities mandates. He has sector research coverage of global food and household products, European utilities and country coverage of Germany. Peter is the sector team leader of global utilities. Prior to joining Templeton, Peter was a research analyst in the equity investment department of the Workers' Compensation Board of Ontario. Prior to this position, he was an investment analyst with Aetna Capital Management Limited and began his career as an analyst for the Pension Fund Division of Ontario Hydro. Peter earned a BBA, with honours, from Wilfrid Laurier University and an MBA from York University. He is a Chartered Financial Analyst (CFA) Charterholder.

Anlageziel

The Fund's investment objective is capital appreciation. The Fund seeks to achieve its objective through a policy of investing in equity securities of companies throughout the world, including Emerging Markets. The Fund invests principally in common stocks. Since the investment objective is more likely to be achieved through an investment policy that is flexible and adaptable, the Fund may seek investment opportunities in other types of securities, such as preferred stock, securities convertible into common stock, and fixed income securities, which are US dollar and non-US dollar denominated.

Performance

Aktien - Global über : 30.09.2016 - 30.09.2017
  • Rangfolge 359/747 Gesamtertrag
  • Rangfolge 524/747 Standardabweichung
  • Rangfolge 618/747 Maximaler Verlust

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 29.09.2017 Jährlich Q1 Q2 Q3 Q4
2017 3,8% -2,7% -0,2%
2016 7,1% -8,4% -0,5% 6,3% 10,6%
2015 5,4% 15,9% -2,6% -11,9% 6,0%
2014 10,5% 2,4% 3,1% 3,2% 1,4%
2013 28,0% 7,9% 3,6% 6,4% 7,7%
2012 18,8% 8,8% -4,6% 9,2% 4,9%
2011 -8,3% 1,5% -0,8% -15,9% 8,3%
2010 13,1% 7,7% -5,7% 4,0% 7,1%
2009 26,6% -9,9% 15,5% 16,3% 4,6%
2008 -42,9% -19,1% -5,0% -3,9% -22,6%
2007 -1,5% 0,4% 6,2% -5,0% -2,8%
2006 12,8% 3,6% -4,0% 7,6% 5,3%
2005 22,8% 5,7% 5,8% 4,2% 5,4%
2004 11,1% 5,8% 4,0% -2,7% 3,7%
2003 13,1% -12,9% 15,3% 5,7% 6,6%
2002 -30,1% 6,4% -15,5% -21,6% -0,7%
2001 -3,0% 0,6% 7,0% -18,6% 10,7%
2000 5,7% 1,5% 1,0% 6,6% -3,4%
1999 31,0% 9,5% 17,4% -5,2% 7,6%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Belgien
  3. Zypern
  4. Tschechien
  5. Dänemark
  6. Estland
  7. Finnland
  8. Frankreich
  9. Deutschland
  10. Gibraltar
  11. Griechenland
  12. Guernsey
  13. Hong Kong
  14. Ungarn
  15. Irland
  16. Italien
  17. Jersey
  18. Korea
  19. Lettland
  20. Litauen
  21. Luxemburg
  22. Macau
  23. Niederlande
  24. Norwegen
  25. Polen
  26. Portugal
  27. Singapur
  28. Slowakei
  29. Südafrika
  30. Spanien
  31. Schweden
  32. Schweiz
  33. Taiwan
  34. Vereinigtes Königreich

Information über den Fonds

  • Starttermin28.02.1991
  • Größe der Anteilsklasse697Mn
  • BasiswährungUSD
  • ISIN LU0029864427

Kaufinformation

  • Mindestanlage (initial)5.000
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,00%
  • Ausgabeaufschlag5,75

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)