LSE - Delayed Quote GBp

Franklin UK Opportunities Fund A(inc) (0P0000UD9N.L)

381.83
+1.53
+(0.40%)
At close: September 13 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return 29.40%
Worst 1Y Total Return -32.30%
Best 3Y Total Return 29.40%
Worst 3Y Total Return -6.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000UD9N.L
Category
YTD
13.00%
4.03%
1-Month
-0.89%
1.29%
3-Month
1.07%
4.03%
1-Year
18.70%
18.80%
3-Year
3.19%
6.88%
5-Year
5.22%
9.87%
10-Year
7.43%
5.55%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000UD9N.L
Category
2021
--
--
2020
-12.23%
--
2019
22.59%
--
2018
-11.85%
--
2017
10.49%
--
2016
9.64%
--
2015
4.61%
2.43%
2014
5.16%
1.00%

2013
22.14%
23.58%
2012
10.09%
13.54%
2011
-4.33%
-5.32%
2010
15.34%
15.83%
2009
29.40%
28.37%
2008
-32.30%
-30.40%
2007
-0.57%
3.62%
2006
22.12%
15.69%
2005
26.92%
20.48%
2004
23.35%
11.18%
2003
24.83%
19.60%
2002
6.33%
-22.71%
2001
--
-13.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 4.46% 5.76% -- --
2020 -25.44% 12.86% -3.29% 7.85%
2019 9.82% 3.33% 2.76% 5.14%
2018 -7.02% 8.24% -1.32% -11.24%
2017 2.58% 3.16% 0.32% 4.07%
2016 0.41% 3.73% 6.31% -0.97%
2015 4.51% -1.09% -3.84% 5.25%
2014 1.21% 1.68% -0.86% 3.07%
2013 12.95% -0.95% 2.32% 6.71%
2012 6.40% -4.05% 4.66% 3.03%

2011 0.86% 1.22% -13.01% 7.72%
2010 4.51% -11.72% 15.56% 8.19%
2009 -8.81% 13.48% 21.29% 3.10%
2008 -8.30% -1.20% -15.56% -11.52%
2007 4.42% 0.77% -4.01% -1.56%
2006 9.33% -2.25% 4.38% 9.48%
2005 5.81% 4.47% 7.95% 6.36%
2004 6.70% 3.01% 2.23% 9.78%
2003 -5.54% 16.57% 5.01% 7.97%
2002 10.08% 0.85% -9.87% 6.27%
2001 26.05% -- -- --

Rank in Category (By Total Return)

YTD 61
1-Month 33
3-Month 27
1-Year 98
3-Year 57
5-Year 94

Load Adjusted Returns

1-Year 9.47%
3-Year -0.36%
5-Year 2.97%
10-Year 5.27%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category UK Large-Cap Blend Equity
Fund Family Franklin Templeton Fund Management Ltd
Net Assets 44.85M
YTD Return 13.00%
Yield 2.45%
Morningstar Rating
Inception Date Oct 17, 2011

Fund Summary

The Fund aims to grow in value by more than the FTSE All-Share Index, from a combination of income and 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 that are incorporated/domiciled in the UK or which have significant business operations in the UK. This will typically be around 30-50 companies.

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