LSE - Delayed Quote GBp
Franklin UK Mid Cap Fund Z(acc) (0P0000W9SN.L)
306.94
-0.02
(-0.01%)
As of September 13 at 9:00:00 PM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | 3 |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
| Best 1Y Total Return | 45.02% |
| Worst 1Y Total Return | -27.03% |
| Best 3Y Total Return | 45.02% |
| Worst 3Y Total Return | -0.19% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000W9SN.L
Category
- YTD
- 23.67%
- 5.45%
- 1-Month
- 2.29%
- 1.50%
- 3-Month
- 8.31%
- 5.45%
- 1-Year
- 42.78%
- 14.34%
- 3-Year
- 9.19%
- 8.44%
- 5-Year
- 8.70%
- 14.59%
- 10-Year
- 13.48%
- 8.82%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000W9SN.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 5.62% | 6.19% | -- | -- |
| 2020 | -34.76% | 13.35% | -3.19% | 19.63% |
| 2019 | 10.92% | 6.72% | 5.48% | 13.75% |
| 2018 | -2.78% | 6.66% | -3.33% | -13.84% |
| 2017 | 6.46% | 5.97% | 4.36% | 7.18% |
| 2016 | -3.00% | -10.17% | 11.87% | 2.15% |
| 2015 | 8.54% | 4.51% | -3.51% | 4.43% |
| 2014 | 2.75% | -6.86% | 0.77% | 5.58% |
| 2013 | 14.77% | 0.41% | 7.63% | 10.85% |
| 2012 | 17.51% | -6.42% | 10.32% | 5.07% |
| 2011 | 0.64% | 5.53% | -17.60% | 7.45% |
| 2010 | 8.41% | -5.25% | 16.47% | 10.93% |
| 2009 | -2.66% | 16.67% | 23.16% | 3.68% |
| 2008 | -3.31% | -4.98% | -12.31% | -9.43% |
| 2007 | 5.63% | -0.78% | -2.86% | -0.16% |
| 2006 | 10.60% | -2.71% | 9.36% | 13.93% |
| 2005 | 4.70% | 2.82% | 9.61% | 10.75% |
| 2004 | 8.90% | 1.19% | 0.82% | 12.71% |
| 2003 | -8.04% | 27.89% | 11.74% | 3.09% |
| 2002 | 3.99% | -9.88% | -20.50% | 0.18% |
| 2001 | -8.05% | 2.89% | -18.70% | 11.59% |
| 2000 | 6.16% | -0.20% | 1.20% | -3.79% |
| 1999 | 22.51% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 18 |
| 1-Month | 20 |
| 3-Month | 15 |
| 1-Year | 84 |
| 3-Year | 75 |
| 5-Year | 28 |
Load Adjusted Returns
| 1-Year | 32.96% |
| 3-Year | 4.63% |
| 5-Year | 9.22% |
| 10-Year | 10.41% |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | UK Mid-Cap Equity |
| Fund Family | Franklin Templeton Fund Management Ltd |
| Net Assets | 1.14B |
| YTD Return | 23.67% |
| Yield | 0.36% |
| Morningstar Rating | |
| Inception Date | May 31, 2012 |
Fund Summary
The Fund aims to grow in value by more than the FTSE 250 (ex-Investment Trusts) 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 will invests at least two thirds (but typically significantly more) in the shares of medium-sized companies that are constituents of the FTSE 250 (ex-Investment Trusts) Index and 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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