FTGF ClearBr.US Eq.Sus.Lead.Fd.Pr.GBP/ IE00BZ1G7556 /
| NAV9/5/2024 | Chg.-2.3600 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 338.8500GBP | -0.69% | reinvestment | Equity Mixed Sectors | Franklin Templeton ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | 4.40 | 2.83 | 0.34 | 2.90 | 2.01 | 3.54 | - |
| 2017 | -0.10 | 4.97 | -1.11 | -1.82 | 1.14 | 0.09 | 0.75 | 1.86 | -2.00 | 4.74 | 1.01 | 0.55 | +10.27% |
| 2018 | -0.52 | -1.14 | -2.83 | 1.96 | 6.14 | 1.27 | 4.81 | 4.89 | -0.42 | -6.18 | 3.92 | -8.22 | +2.58% |
| 2019 | 5.59 | 3.10 | 2.17 | 5.38 | -2.34 | 6.78 | 6.71 | -0.35 | 0.82 | -3.41 | 4.70 | -0.27 | +32.16% |
| 2020 | 1.67 | -3.61 | -7.62 | 8.83 | 8.29 | 1.26 | 0.66 | 3.88 | 2.35 | -0.09 | 7.70 | 2.32 | +27.29% |
| 2021 | -1.18 | -0.53 | 5.63 | 3.26 | -2.17 | 4.51 | 1.49 | 4.55 | -3.06 | 6.09 | 2.41 | 2.33 | +25.35% |
| 2022 | -7.31 | -2.66 | 3.58 | -5.42 | -0.98 | -4.19 | 10.72 | 1.64 | -5.63 | 3.89 | 1.28 | -6.42 | -12.32% |
| 2023 | 5.33 | -0.28 | -1.98 | -2.16 | 0.62 | 2.82 | 1.78 | -1.62 | -1.99 | -2.60 | 5.94 | 4.44 | +10.21% |
| 2024 | 1.09 | 5.38 | 3.26 | -4.07 | 1.21 | 2.30 | 0.14 | -0.92 | -2.90 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.79% | 12.18% | 11.50% | 16.27% | 19.56% |
| Sharpe ratio | 0.37 | -0.38 | 0.62 | -0.02 | 0.36 |
| Best month | +5.38% | +3.26% | +5.94% | +10.72% | +10.72% |
| Worst month | -4.07% | -4.07% | -4.07% | -7.31% | -7.62% |
| Maximum loss | -6.93% | -6.93% | -7.83% | -21.02% | -23.22% |
| Outperformance | +2.94% | - | +8.76% | +41.09% | +75.99% |
All quotes in GBP
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | paying dividend | 289.6500 | +16.05% | +5.22% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | reinvestment | 338.8500 | +10.53% | +9.87% | |
| Franklin Templeton Global Funds ... | reinvestment | 161.2900 | +12.29% | +12.81% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | reinvestment | 116.7700 | +12.19% | - | |
| Franklin Templeton Global Funds ... | reinvestment | 166.1700 | +10.90% | +10.67% | |
| Franklin Templeton Global Funds ... | paying dividend | 161.9500 | +10.91% | +10.80% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.L... | reinvestment | 127.9700 | +12.72% | +14.14% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.F... | reinvestment | 178.2800 | +15.65% | +4.12% | |
| Franklin Templeton Global Funds ... | reinvestment | 158.5900 | +15.46% | +2.07% | |
| Franklin Templeton Global Funds ... | paying dividend | 272.3300 | +14.96% | +2.26% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | paying dividend | 287.1000 | +15.66% | +4.13% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | reinvestment | 311.4700 | +10.28% | +8.78% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | reinvestment | 159.8100 | +6.41% | +22.61% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | reinvestment | 109.4300 | +11.00% | - | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | reinvestment | 126.6600 | +11.64% | +11.07% | |
| Franklin Templeton Global Funds ... | reinvestment | 150.3300 | +14.84% | +0.43% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | reinvestment | 246.0400 | +13.88% | -2.02% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | reinvestment | 162.0000 | +16.05% | +5.22% | |
| Franklin Templeton Global Funds ... | reinvestment | 209.1900 | +16.29% | +5.85% | |
| Franklin Templeton Global Funds ... | reinvestment | 145.7300 | +14.14% | -1.39% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | reinvestment | 238.3400 | +13.52% | -3.03% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | reinvestment | 149.1400 | +15.66% | +4.13% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | reinvestment | 225.5300 | +12.78% | -4.94% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | reinvestment | 173.7000 | +14.95% | +2.26% |
Performance
| YTD | +5.26% | ||
|---|---|---|---|
| 6 Months | -0.59% | ||
| 1 Year | +10.53% | ||
| 3 Years | +9.87% | ||
| 5 Years | +65.24% | ||
| 10 Years | - | ||
| Since start | +210.16% | ||
| Year | |||
| 2023 | +10.21% | ||
| 2022 | -12.32% | ||
| 2021 | +25.35% | ||
| 2020 | +27.29% | ||
| 2019 | +32.16% | ||
| 2018 | +2.58% | ||
| 2017 | +10.27% | ||
