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Templeton Euroland A (acc) EUR

Clasificado 48 de 93 sobre - Renta variable - Zona Euro durante 12 meses
All calculations are in EUR unless stated

Gestionado por

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.

Objetivo

The Fund's investment objective is capital appreciation, which it seeks to achieve primarily through a policy of investing in equity and debt obligations of any issuer in a member country of the European Monetary Union including corporations and governments, whether denominated in Euro or relevant national currency, and in stock or debt obligations denominated in Euro of any other issuer. The base currency of the Fund is Euro.

Rentabilidad

Renta variable - Zona Euro durante : 31/10/2016 - 31/10/2017

Rentabilidad Total

Rentabilidad trimestral

a 29/09/2017 Anual T1 T2 T3 T4
2017 5,6% 1,8% 2,9%
2016 9,3% -7,5% -1,1% 7,0% 11,7%
2015 16,7% 20,3% -2,7% -7,0% 7,3%
2014 -4,2% 3,3% -0,7% -1,8% -4,9%
2013 30,4% 4,1% 1,9% 12,0% 9,7%
2012 22,8% 8,7% -5,6% 9,8% 9,0%
2011 -9,2% 4,9% 0,6% -19,8% 7,3%
2010 1,0% 2,4% -8,4% 5,6% 1,9%
2009 18,1% -13,5% 12,5% 20,6% 0,7%
2008 -44,3% -17,9% -6,8% -8,7% -20,4%
2007 -1,3% 3,3% 7,1% -7,1% -4,0%
2006 21,0% 9,5% -3,8% 6,8% 7,5%
2005 22,1% 6,8% 5,3% 6,4% 2,1%
2004 16,4% 6,2% 4,8% -2,4% 7,2%
2003 21,7% -13,8% 21,3% 5,4% 10,4%
2002 -29,1% 6,3% -10,8% -28,7% 4,8%
2001 -2,6% 2,9% 3,0% -16,7% 10,4%
2000 14,1% 4,9% 4,4% 2,5% 1,6%
1999 9,6% -2,9% 6,8%

Rentabilidad mensual

Rentabilidad ajustada al riesgo

Registrado Para La Venta En

  1. Austria
  2. Bélgica
  3. Chipre
  4. República Checa
  5. Dinamarca
  6. Estonia
  7. Finlandia
  8. Francia
  9. Alemania
  10. Gibraltar
  11. Grecia
  12. Guernsey
  13. Hong Kong
  14. Hungría
  15. Irlanda
  16. Italia
  17. Jersey
  18. Korea
  19. Letonia
  20. Lituania
  21. Luxemburgo
  22. Macau
  23. Holanda
  24. Noruega
  25. Perú
  26. Polonia
  27. Portugal
  28. Singapur
  29. Eslovaquia
  30. Sudáfrica
  31. España
  32. Suecia
  33. Suiza
  34. Taiwan
  35. Turquía
  36. Reino Unido

Información del fondo

  • Fecha de inauguración08/01/1999
  • Tamaño del fondo213Mn
  • Moneda baseEUR
  • ISIN LU0093666013

Información de compra

  • Inversión mínima inicial5.000
  • Mínima aportación periódica adicional0

Costos

  • Comisión de gestión anual1,00%

El rendimiento es para el periodo mostrado (final de mes hasta final de mes, cotización bid/bid, interés bruto reinvertido, calculado en EUR