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.

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
6
Min Subsequent Investment
250
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
2.5

Broker Availability

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).

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

Performance & Risk

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

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