Franklin Templeton Investment Funds Franklin Global Fundamental Strategies Fund Klasse N (acc) USD/  LU0949250459  /

Fonds
NAV15/10/2024 Chg.-0.1200 Type de rendement Focus sur l'investissement Société de fonds
11.8700USD -1.00% reinvestment Mixed Fund Worldwide Franklin Templeton 
 

Performance mensuelle

  janv. févr. mars avr. mai juin juil. août sept. oct. nov. déc. Total
2013 - - - - - - - -1.59 3.83 3.30 1.22 1.12 -
2014 -3.13 3.80 0.37 0.36 1.18 0.36 -1.61 0.73 -2.62 -0.74 0.75 -1.94 -2.67%
2015 -1.79 3.94 -1.20 2.81 -0.64 -2.29 0.38 -5.70 -4.16 5.69 -0.10 -3.04 -6.52%
2016 -5.15 -2.02 6.20 1.54 -0.81 -1.63 2.27 1.41 0.20 0.70 1.09 2.54 +6.06%
2017 1.33 1.60 1.48 0.55 0.73 0.81 1.34 -1.50 1.88 -0.61 0.62 0.35 +8.86%
2018 3.41 -3.55 -1.58 1.87 -2.45 -0.72 3.34 -2.27 0.89 -4.08 0.46 -5.80 -10.41%
2019 5.66 1.76 -1.27 2.21 -5.40 4.38 -0.18 -4.29 2.77 1.39 1.37 2.62 +10.94%
2020 -2.82 -5.71 -12.01 4.91 1.66 0.51 1.32 2.91 -2.05 -1.99 9.46 3.81 -1.67%
2021 -1.52 2.73 2.04 1.99 -0.51 1.79 0.50 1.67 -3.37 2.30 -2.99 0.43 +4.92%
2022 -5.97 -1.63 0.83 -8.42 -0.10 -6.90 6.02 -4.66 -7.86 2.88 6.05 -2.96 -21.67%
2023 6.97 -2.55 4.08 -0.20 0.30 3.71 2.71 -2.64 -4.84 -2.95 8.69 5.01 +18.74%
2024 0.00 3.30 2.04 -3.92 3.26 1.40 0.52 1.89 1.10 -0.84 - - -

Valeurs calculées

  CAD 6 Mois 1 An 3 Ans 5 Ans
Volatilité 10.23% 10.69% 10.30% 13.37% 13.72%
Ratio de Sharpe 0.81 1.00 1.65 -0.26 -0.10
Le meilleur mois +5.01% +3.26% +8.69% +8.69% +9.46%
Le plus défavorable mois -3.92% -3.92% -3.92% -8.42% -12.01%
Perte maximale -5.74% -5.74% -5.74% -30.22% -30.56%
Surperformance -11.42% - -14.09% -15.17% -31.32%
 
Toutes les cotations dans USD

Tranches

Nom   Type de rendement Prix de rachat 1 An 3 Ans
Franklin Templeton Investment Fu... reinvestment 16.7000 +19.97% 0.00%
Franklin Templeton Investment Fu... reinvestment 16.8900 +18.61% +11.26%
Franklin Templeton Investment Fu... reinvestment 15.7800 +21.11% +1.41%
Franklin Templeton Investment Fu... paying dividend 11.9700 +17.52% +8.03%
Franklin Templeton Investment Fu... reinvestment 7.3800 +18.08% -8.78%
F.Temp.Inv.Fd.Fr.Gl.F.Strat.F.W ... reinvestment 11.9600 +18.53% +11.15%
F.Temp.Inv.Fd.Fr.Gl.F.Strat.F.W ... paying dividend 10.2900 +18.64% +11.12%
F.Temp.Inv.Fd.Fr.Gl.F.Strat.F.W ... reinvestment 10.2200 +19.95% -3.95%
F.Temp.Inv.Fd.Fr.Gl.F.Strat.F.W ... reinvestment 12.2800 +22.19% +4.24%
Franklin Templeton Investment Fu... reinvestment 14.5000 +17.41% +8.05%
Franklin Templeton Investment Fu... reinvestment 8.7600 +18.86% -6.71%
Franklin Templeton Investment Fu... paying dividend 14.2600 +16.60% +5.71%
Franklin Templeton Investment Fu... reinvestment 14.2400 +16.63% +5.72%
Franklin Templeton Investment Fu... reinvestment 11.8700 +20.14% -0.84%

Performance

CAD  
+8.90%
6 Mois  
+6.74%
1 An  
+20.14%
3 Ans
  -0.84%
5 Ans  
+9.81%
10 ans  
+15.13%
Depuis le début  
+18.70%
Année
2023  
+18.74%
2022
  -21.67%
2021  
+4.92%
2020
  -1.67%
2019  
+10.94%
2018
  -10.41%
2017  
+8.86%
2016  
+6.06%
2015
  -6.52%