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Franklin World Perspectives Fund W (acc) GBP

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Franklin Templeton International Services S.à r.l.
Fund Summary Franklin World Perspectives Fund aims to increase the value of its investments over the medium to long term.
SEDOL code B7M3XD9
ISIN LU0768359183
Fund code FOWPF
Managers Purav Jhaveri
Manager Tenure 12 years
Morningstar Category Global Large-Cap Growth Equity
Fund Size £243 million
Fund Type Offshore
Management Style Active
Ongoing Charge Figure (OCF) 1.05%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £24.5900
Buy Price £24.5900
Price Change +1.9064%
Price Date 6th July 2020
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 24th June 2013
Fund Status OPEN
Purav A. Jhaveri, CFA, FRM, Senior Vice President Investment Strategist/Portfolio Manager at Franklin Advisers. Purav A. Jhaveri is senior vice president and investment strategist/portfolio manager for Franklin Global Advisers. He joined Franklin Templeton Investments in 2000. He is responsible for overseeing the investment functions of the locally managed and distributed products in South Korea, India, the UAE, Brazil and China. Mr. Jhaveri has been in the investment industry since 1994. Prior to serving in his current role, Mr. Jhaveri was a portfolio manager with Franklin Templeton's local asset management group in Mumbai, India and a research analyst with the Templeton Emerging Markets Group in Mumbai, India. Prior to joining Franklin Templeton, he was an investment advisor and research analyst at ANZ Grindlays Bank. He was previously with Unit Trust of India as a research analyst. Mr. Jhaveri has an M.B.A. from Wharton School of the University of Pennsylvania. He earned his masters in management from Narsee Monjee Institute of Management Studies, University of Bombay and his bachelor of commerce degree from Jaihind College, University of Bombay. Mr. Jhaveri has a Financial Risk Manager certification from Global Association of Risk Professionals. He is a Chartered Financial Analyst (CFA) Charterholder.

3-year Mean Monthly Return: 0.623%

Annual Returns 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund Performance +5.46% +5.98% +8.57% +21.42% +6.84% +13.17% +10.89% +19.17% -4.94% +19.81%
Benchmark Performance
(Global Large-Cap Growth Equity)
+12.78% +8.91% +11.13% +23.26% +10.26%
Time Period Cumulative Benchmark Performance
(Global Large-Cap Growth Equity)
Fund Compared to Benchmark
1 day -1.34% +10.91% -12.25%
1 week 1.34% +4.46% -3.12%
1 month 1.04% +20.15% -19.10%
3 months 18.98% +9.64% +9.34%
6 months 1.25% +12.31% -11.06%
1 year 4.25% +11.97% -7.72%
3 years 6.86% +13.57% -6.71%
5 years 9.67% +11.73% -2.05%
10 years 10.34% +12.37% -2.03%
YTD 2.97% +2.19% +0.78%
Since inception 11.67% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Microsoft Corp USA 3.09%
Amazon.com Inc USA 3.06%
ServiceNow Inc USA 2.22%
Alphabet Inc Class C USA 2.19%
Mastercard Inc A USA 1.98%
NextEra Energy Inc USA 1.96%
Apple Inc USA 1.87%
SBA Communications Corp USA 1.87%
NVIDIA Corp USA 1.87%
Analog Devices Inc USA 1.85%

Currently unavailable