LSE - Delayed Quote • GBp
FTF Brandywine Global Inc Optr W Inc (0P0001PP47.L)
At close: August 9 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.04% |
| 5y Average Return | 2.01% |
| Number of Years Up | 1 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Aug 9, 2024) | 18.59% |
| Worst 1Y Total Return (Aug 9, 2024) | -- |
| Best 3Y Total Return | 18.59% |
| Worst 3Y Total Return | -2.05% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001PP47.L
Category
- YTD
- 0.75%
- 0.00%
- 1-Month
- 1.52%
- 0.00%
- 3-Month
- 2.26%
- 0.00%
- 1-Year
- 4.81%
- 0.00%
- 3-Year
- -2.43%
- 0.00%
- 5-Year
- 2.22%
- 0.00%
- 10-Year
- 2.82%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001PP47.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.22% | -0.97% | -- | -- |
| 2023 | 2.53% | 1.71% | -3.15% | 7.85% |
| 2022 | -4.87% | -7.20% | -4.79% | 1.63% |
| 2021 | -0.66% | 2.27% | -0.12% | -0.48% |
| 2020 | -1.95% | 8.24% | 3.32% | 5.27% |
| 2019 | 3.01% | 3.58% | 2.38% | -0.37% |
| 2018 | -0.68% | -0.70% | -0.08% | -1.46% |
| 2017 | 2.94% | 1.30% | 1.37% | 0.06% |
| 2016 | 4.46% | 4.35% | 4.17% | -0.08% |
| 2015 | 2.45% | -0.19% | -3.92% | -0.82% |
| 2014 | 2.82% | 3.38% | -1.02% | -1.35% |
| 2013 | 3.10% | -1.46% | 0.29% | 2.70% |
| 2012 | 6.95% | 1.29% | 4.59% | 4.67% |
Rank in Category (By Total Return)
| YTD | 91 |
| 1-Month | 49 |
| 3-Month | 83 |
| 1-Year | 87 |
| 3-Year | 85 |
| 5-Year | 28 |
Load Adjusted Returns
| 1-Year | 4.81% |
| 3-Year | -2.43% |
| 5-Year | 2.22% |
| 10-Year | 2.82% |
Performance & Risk
| YTD Return | 1.04% |
| 5y Average Return | 2.01% |
| Rank in Category (ytd) | 91 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Franklin Templeton Fund Management Ltd |
| Net Assets | 625.85M |
| YTD Return | 0.75% |
| Yield | 7.17% |
| Morningstar Rating | |
| Inception Date | Sep 23, 2022 |
Fund Summary
Fund Summary Information Not Available
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