Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Templeton BRIC

Ranked 3 out of 222 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Managed by

Chetan Sehgal

Chetan Sehgal is an executive vice president and the director of Global Emerging Markets and Small Cap Strategies for the Templeton Emerging Markets Group. In this capacity, he is responsible for strengthening the overall Global Emerging Markets and Small Cap strategies, providing guidance and thought leadership, coordinating appropriate resources and coverage, and leveraging the group's expertise to add value across products within the strategies. Prior to joining Franklin Templeton, Mr. Sehgal was a senior ratings analyst for the Credit Rating Information Services of India, Ltd. Mr. Sehgal earned a BE mechanical (honors) from University of Bombay and a post-graduate diploma in management from the Indian Institute of Management in Bangalore, where he specialized in finance and business policy and graduated as an institute scholar. Mr. Sehgal speaks English and Hindi and is a CFA charterholder.

Objective

The Fund's investment objective is capital appreciation. The Fund invests primarily in equity securities of companies (i) organised under the laws of or with their principal office in Brazil, Russia, India and China (including Hong-Kong and Taiwan) (""BRIC"") or (ii) which derive the principal portion of their revenues or profits from BRIC economies or have the principal portion of their assets in BRIC economies. The base currency of the Fund is US dollar.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.6% -5.2%
2017 40.2% 10.9% 0.2% 14.6% 10.2%
2016 15.8% -3.4% 6.0% 12.3% 0.7%
2015 -15.2% -3.4% 1.8% -18.4% 5.7%
2014 3.1% -5.6% 7.9% 4.5% -3.1%
2013 -8.1% -1.2% -12.7% 3.8% 2.7%
2012 4.7% 6.7% -9.0% 6.2% 1.5%
2011 -26.7% -0.3% -11.2% -21.1% 5.0%
2010 0.8% 4.1% -12.0% 5.9% 4.0%
2009 83.7% 7.5% 36.4% 11.3% 12.6%
2008 -63.7% -27.8% 6.4% -22.6% -38.9%
2007 38.8% 0.9% 18.0% 11.5% 4.6%
2006 37.6% 17.1% -6.8% 6.0% 19.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cayman Islands
  4. Cyprus
  5. Czech Republic
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Georgia
  11. Germany
  12. Greece
  13. Hong Kong
  14. Hungary
  15. Ireland
  16. Italy
  17. Jersey
  18. Korea
  19. Latvia
  20. Liechtenstein
  21. Lithuania
  22. Luxembourg
  23. Macau
  24. Mexico
  25. Netherlands
  26. Norway
  27. Poland
  28. Portugal
  29. Romania
  30. Russian Federation
  31. Singapore
  32. Slovakia
  33. South Africa
  34. Spain
  35. Sweden
  36. Switzerland
  37. Taiwan
  38. United Kingdom

Fund Info

  • Launch date25/10/2005
  • Share Class size601Mn
  • Base currencyUSD
  • ISIN LU0229945570

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment1.6

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).