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Franklin UK Equity Income Fund A(acc) (0P0000UD9K.L)

214.13
+0.76
+(0.36%)
At close: September 13 at 9:00:00 PM GMT+1

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
250
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Hargreaves Lansdown PLC
  • Raymond James Investment Services Ltd
  • Amber by Request
  • AXA Elevate (Explicit)
  • Ascentric
  • Amber

Fund Summary

The Fund’s primary aim is to generate an income that is higher than that of the FTSE All-Share Index, together with investment growth over a three to five-year period after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in the shares of companies listed on the London Stock Exchange. These companies are incorporated/domiciled in the UK or which have significant business operations in the UK.

Fund Overview

Category UK Equity Income
Fund Family Franklin Templeton Fund Management Ltd
Net Assets 872.5M
YTD Return 12.14%
Yield 3.37%
Morningstar Rating
Inception Date Oct 17, 2011

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

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