Factsheet: Templeton Em Mkts Smlr Coms W(acc)GBP

Emerging Markets

Rated Fund 2016-2018. A smaller companies fund with a strong legacy

This fund won the Money Observer Best Emerging Markets Fund award in 2015, when times were particularly tough for emerging markets, and again in 2016 and 2017. Its performance dipped during 2017, but we have high hopes for its new manager, Chetan Sehgal. He took over the running of the fund from emerging markets veteran Mark Mobius in April 2017, inheriting a fund with a strong legacy.The fund invests in around 140 companies with market capitalisations at the time of purchase that are within the range of those companies included in the MSCI Emerging Markets Small Cap index. China contributed most to the fund's performance during 2017, but it is significantly underweight this Asian powerhouse versus the index. Allocations to India, South Africa, Indonesia and, interestingly, Switzerland have also led recent performance.

Narrative and ratings content all as of 01 January 2018.

See all Money Observer rated funds
Name
Templeton Em Mkts Smlr Coms W(acc)GBP
Manager
Franklin Templeton Investment Funds
Type
SICAV
ISIN
LU0768361320
Sector
Global Emerging Markets
Launched
31/05/2012
OCF
1.47 %
Risk Rating
2
3 Year Sharpe
0.77
3 Year Alpha
3.18
Yield
0 %
Benchmark
MSCI EM Small NR USD
The Fund aims to achieve long-term capital appreciation by investing primarily in equity securities and depository receipts of small-cap companies registered or performing a substantial part of their business in emerging markets or holding a substantial part of their participations in small-cap companies registered in emerging markets.
Holding %
Bajaj Holdings and Investment Ltd 3.34 %
Apollo Tyres Ltd 3.01 %
Baozun Inc ADR 2.70 %
Hoa Phat Group JSC 2.38 %
The Federal Bank Ltd 2.24 %
Fila Korea Ltd 2.03 %
Medy-Tox Inc 1.86 %
Federal Home Loan Banks 0% 1.83 %
Imax Corp 1.75 %
Balkrishna Industries Ltd 1.75 %
Region %
Asia - Emerging 49.80 %
Asia - Developed 25.58 %
Europe - Emerging 8.00 %
Latin America 7.84 %
Sector %
Consumer Cyclical 28.05 %
Technology 16.50 %
Financial Services 14.08 %
Healthcare 12.82 %
Basic materials 9.50 %
Industrials 8.74 %
Consumer Defensive 7.35 %
Name
Franklin Templeton Investment Funds
Address
L-1246, Luxembourg, Luxembourg
UCITS
Yes
Legal Structure
SICAV

Managers

Chetan Sehgal
Joined 04/03/2017

Data provided by Morningstar.

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You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.