LSE - Delayed Quote GBp

Franklin UK Rising Dividends Fund Z(inc) (0P00015D4U.L)

125.54
+0.34
+(0.27%)
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 3
Number of Years Down 2
Best 1Y Total Return 22.41%
Worst 1Y Total Return -8.40%
Best 3Y Total Return 22.41%
Worst 3Y Total Return 1.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015D4U.L
Category
YTD
15.89%
4.87%
1-Month
-0.51%
1.45%
3-Month
2.91%
4.87%
1-Year
24.07%
18.12%
3-Year
6.44%
6.82%
5-Year
8.52%
11.38%
10-Year
0.00%
6.89%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00015D4U.L
Category
2021
--
--
2020
-7.65%
--
2019
22.41%
--
2018
-8.40%
--
2017
12.74%
--
2016
13.68%
--
2015
--
6.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 5.21% 6.19% -- --
2020 -22.37% 10.15% -1.17% 9.30%
2019 9.82% 2.96% 2.88% 5.24%
2018 -5.79% 7.50% -0.95% -8.68%
2017 6.37% 2.36% 1.81% 1.70%
2016 1.93% 2.69% 8.29% 0.29%
2015 -2.73% -3.06% 6.45% --

Rank in Category (By Total Return)

YTD 57
1-Month 37
3-Month 32
1-Year 82
3-Year 55
5-Year 63

Load Adjusted Returns

1-Year 19.76%
3-Year 4.01%
5-Year 7.25%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category UK Flex-Cap Equity
Fund Family Franklin Templeton Fund Management Ltd
Net Assets 150.46M
YTD Return 15.89%
Yield 2.46%
Morningstar Rating
Inception Date Jan 30, 2015

Fund Summary

The Fund aims to grow in value by more than the FTSE All-Share Index by generating a growing level of income, 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 that are incorporated/domiciled in the UK or which have significant business operations in the UK. The Fund usually invests in 30-50 companies that have grown their dividend in at least 8 of the past 10 years. Typically, most of these investments will be in the shares of large or medium sized companies (such as those making up the FTSE 350 Index).

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