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Franklin Glo Listed Infrastructure A (acc) USD

Ranked 2 out of 12 in - Infrastructure over 12 months
All calculations are in EUR unless stated

Managed by

Emily Foshag

Emily Foshag joined Franklin Real Asset Advisors in 2012. In her current role, she focuses on the research and analysis of listed infrastructure securities worldwide. Previously, she was involved in the development of the group's private infrastructure and real resources strategy. Ms. Foshag began her career as a member of Franklin Templeton's rotational training program, during which time she served as a fixed income investment analyst and a business strategy analyst with Fiduciary Trust Company International, the firm's wealth management subsidiary. Ms. Foshag graduated magna cum laude from New York University with a B.S. in accounting. She also received an M.S. degree with distinction from New York University with a concentration in Environment/Energy Policy. Ms. Foshag is a Chartered Financial Analyst (CFA) Charterholder and a member of the New York Society of Security Analysts.

Wilson Magee

Ketul Sakhpara

Objective

The Fund’s investment objective is to maximise total investment return consisting of income and capital appreciation. The Investment Manager seeks to achieve its investment objective by investing in equity securities of infrastructure-related companies whose principal business is the ownership, management, construction, operation, utilisation or financing of infrastructure assets and which are located around the world, including Emerging Markets. The Fund seeks to invest in companies across a wide range of infrastructure-related sectors and countries.

Showing fund performance in Netherlands View performance globally

Performance

Infrastructure over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 7.7% 7.3% 0.2% -0.8% 1.0%
2016 11.7% 1.6% 8.6% 0.9% 0.4%
2015 -0.1% 13.1% -5.9% -7.9% 2.0%
2014 28.4% 7.7% 10.0% 4.0% 4.2%
2013 2.3% 2.7%

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. Latvia
  19. Lithuania
  20. Luxembourg
  21. Macau
  22. Netherlands
  23. Norway
  24. Poland
  25. Singapore
  26. Slovakia
  27. South Africa
  28. Spain
  29. Sweden
  30. Switzerland
  31. United Kingdom

Fund Info

  • Launch date26/04/2013
  • Share Class size12Mn
  • Base currencyUSD
  • ISIN LU0909057837

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).