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Templeton BRIC

Ranked 5 out of 16 in - Global Emerging Markets over 12 months
All calculations are in EUR unless stated

Managed by

Carlos Hardenberg

Carlos Hardenberg is senior vice president and the Director of Frontier Markets Strategy for the Templeton Emerging Markets Group at Franklin Templeton Investments. In this capacity, he is responsible for setting the overall strategy for his respective area, providing guidance and thought leadership, coordinating appropriate resources and coverage, and leveraging the group's expertise to add value across products within the strategy. Prior to joining Franklin Templeton in 2002, Mr. Hardenberg was an analyst in the Corporate Finance Department for Bear Stearns International in London. He entered the financial services industry in 1999. Mr. Hardenberg holds a M.Sc., with distinction in investment management from London City University Business School (UK) and a B.Sc., with honours in business studies from the University of Buckingham (UK). He speaks German, English and Spanish.

Chetan Sehgal

Chetan Sehgal is an executive vice president and the director of Global Emerging Markets and Small Cap Strategies for the Templeton Emerging Markets Group. In this capacity, he is responsible for strengthening the overall Global Emerging Markets and Small Cap strategies, providing guidance and thought leadership, coordinating appropriate resources and coverage, and leveraging the group's expertise to add value across products within the strategies. Prior to joining Franklin Templeton, Mr. Sehgal was a senior ratings analyst for the Credit Rating Information Services of India, Ltd. Mr. Sehgal earned a BE mechanical (honors) from University of Bombay and a post-graduate diploma in management from the Indian Institute of Management in Bangalore, where he specialized in finance and business policy and graduated as an institute scholar. Mr. Sehgal speaks English and Hindi and is a CFA charterholder.

Objective

The Fund's investment objective is capital appreciation. The Fund invests primarily in equity securities of companies (i) organised under the laws of or with their principal office in Brazil, Russia, India and China (including Hong-Kong and Taiwan) (""BRIC"") or (ii) which derive the principal portion of their revenues or profits from BRIC economies or have the principal portion of their assets in BRIC economies. The base currency of the Fund is US dollar.

Showing fund performance in Estonia View performance globally

Performance

Global Emerging Markets over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.0% -1.8% 9.4%
2016 17.5% -3.8% 6.9% 11.6% 2.3%
2015 -6.2% 11.4% 2.0% -22.1% 6.0%
2014 5.0% -5.0% 8.2% 5.1% -2.7%
2013 -9.5% -2.0% -13.7% 4.3% 2.6%
2012 5.3% 7.6% -8.8% 5.5% 1.7%
2011 -24.5% -4.0% -5.6% -21.0% 5.5%
2010 19.6% 8.4% -5.2% 4.9% 10.9%
2009 83.2% 5.4% 35.0% 11.9% 15.1%
2008 -59.3% -23.8% 3.9% -21.1% -34.9%
2007 35.0% -0.1% 15.8% 11.1% 5.0%
2006 32.9% 15.1% -5.9% 4.5% 17.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date25/10/2005
  • Share Class size647Mn
  • Base currencyUSD
  • ISIN LU0229945570

Purchase Info

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

Charges

  • Annual management1.60%

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