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.

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).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 22.41%
Worst 1Y Total Return -8.40%
Number of Years Up 3
Number of Years Down 2

Performance & Risk

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

Risk Statistics

3 Years5 Years10 Years
0P00015D4U.LCategory Average0P00015D4U.LCategory Average0P00015D4U.LCategory Average
Alpha 2.15 0.01 0.84 0.03 -- 0.02
BETA 0.93 0.01 0.9 0.01 -- 0.01
Mean Annual Return 0.43 0.01 0.66 0.01 -- 0.01
R-squared 89.83 0.5 87.14 0.61 -- 0.77
Standard Deviation 15.82 0.11 13.35 0.11 -- 0.16
Sharpe Ratio 0.3 0.01 0.56 0.01 -- 0
Treynor Ratio 3.82 0.08 7.56 0.13 -- 0.05

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