Quick Stats

Bid Price - Offer Price -
Mid Price GBX 234.74 Day Change GBX +1.34 (0.57%)
Price Date 17 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 1.44 %
Total Expense Ratio 0.85 Fund Size 255,041,047.33
Launch Date 15/09/1988 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.85
ISIN GB00B7K6LK38 Min TopUp (£) 250.00

Fund Objective

The Fund’s investment objective is to maximise total investment return, concentrating on long-term capital growth with the lower risks associated with an internationally diversified portfolio of equities.

Fund Managers

Peter Moeschter
Peter M. Moeschter is an executive vice president and a portfolio manager in the Templeton Global Equity Group with responsibility for institutional and retail clients with mandates of global and international equities. He has sector research coverage of global food and household products and European utilities, with country coverage of Germany. He is the sector team leader of global utilities. Prior to joining Franklin Templeton in 1997, Mr. Moeschter was a research analyst in the Equity Investment Department of the Workers' Compensation Board of Ontario, an investment analyst with Aetna Capital Management Limited and an analyst for the Pension Fund Division of Ontario Hydro. He entered the financial services industry in 1992. Mr. Moeschter holds a B.B.A., with honors, from Wilfrid Laurier University and an M.B.A. from York University. He is a Chartered Financial Analyst (CFA) Charterholder.
Dylan Ball
Dylan Ball is a senior vice president, portfolio manager for a number of retail and institutional global equity portfolios. He has global research responsibilities for industrial conglomerates and life insurance companies and provides country research coverage of Eastern Europe. Prior to joining Franklin Templeton in 2007, Mr. Ball worked as a research analyst for Credit Suisse First Boston and subsequently, Execution Limited. Prior to this, Mr. Ball was an accountant in the financial services industry practice of PricewaterhouseCoopers. Mr. Ball holds a B.A. degree in economics from Manchester University, United Kingdom. He is a Chartered Accountant (ACA) and a member of the Institute of Chartered Accountants in England and Wales.
Heather Arnold
Heather Arnold is the director of research for Templeton Global Equity Group, as well as a portfolio manager and research analyst, based in Nassau, Bahamas and has 29 years of experience in the investment industry. Ms. Arnold manages institutional and retail equity portfolios and has research responsibilities for Japan and Russia. Prior to joining Templeton, Ms. Arnold was a managing director for Goldman Sachs Asset Management, head of European equities and portfolio manager for European, International and Global institutional and retail client portfolios. Ms. Arnold returned to Templeton having originally joined in 1997 and having left to start up her own company in the summer of 2001. Ms. Arnold has an M.B.A. from York University (Canada), a B.A. in economics and art history from Queen's University (Canada) and is a Chartered Financial Analyst (CFA) Charterholder.