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Franklin Convertible Securities Fund;A

Ranked 1 out of 19 in - Convertibles US over 36 months
All calculations are in USD unless stated

Managed by

Alan Muschott

Matt Quinlan

Eric Webster

Eric Webster is a research analyst for Franklin Equity Group. Webster specialises in research of the housing industry, with coverage responsibilities of companies within the home building, building products, and construction materials industries as well as the Government Sponsored Enterprises (GSEs). In addition, Webster also covers waste & environmental services companies. Prior to joining Franklin Templeton Investments in 2012, Webster previously worked as an associate at LitiNomics and Charles River Associates International, where he performed economic damages and valuation analysis for clients involved in class-action securities fraud litigation, merger disputes, and intellectual property infringement cases. Webster earned a B.S. in physics and B.A. in economics from the University of California at San Diego, an M.B.A. in analytic finance and economics from the University of Chicago Booth School of Business, and is a Chartered Financial Analyst (CFA) charterholder.

Objective

The Fund seeks to maximize total return, consistent with reasonable risk, by seeking to optimize capital appreciation and high current income under varying market conditions. The Fund normally invests at least 80% of its net assets in convertible securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Convertibles US over : 31/08/2015 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 5.0% 4.0%
2017 17.9% 6.4% 4.1% 4.4% 2.0%
2016 7.7% -0.3% 4.4% 4.7% -1.1%
2015 0.8% 2.7% 0.4% -5.6% 3.5%
2014 4.3% 3.2% 4.1% -3.1% 0.2%
2013 23.2% 6.1% 2.3% 7.9% 5.2%
2012 13.4% 9.1% -3.0% 4.2% 2.8%
2011 -5.6% 5.5% 0.2% -16.1% 6.4%
2010 20.5% 4.8% -4.0% 8.7% 10.1%
2009 49.7% 2.3% 17.2% 17.5% 6.3%
2008 -35.4% -6.7% 2.6% -15.9% -19.7%
2007 0.5% 3.1% 3.8% 0.5% -6.6%
2006 12.2% 4.7% -1.4% 2.7% 5.8%
2005 6.9% -2.8% 4.2% 5.0% 0.6%
2004 16.0% 5.3% 1.6% 0.2% 8.3%
2003 35.4% 2.0% 15.6% 3.3% 11.2%
2002 -15.6% 0.4% -10.0% -12.5% 6.9%
2001 0.8% -2.6% 4.2% -12.8% 13.9%
2000 15.4% 12.4% 0.7% 5.6% -3.4%
1999 21.2% -2.6% 10.3% -0.7% 13.6%
1998 -7.0% 1.8% -3.7% -11.4% 7.1%
1997 20.3% 1.1% 8.7% 10.5% -1.0%
1996 16.3% 4.5% 2.9% 3.7% 4.3%
1995 24.2% 4.4% 8.8% 7.0% 2.2%
1994 -1.6% -1.4% -1.3% 4.2% -3.1%
1993 20.5% 6.3% 3.6% 6.5% 2.8%
1992 16.2% 2.7% 0.6% 3.8% 8.4%
1991 33.6% 14.4% 2.7% 8.2% 5.1%
1990 -5.7% 0.0% 3.8% -12.6% 3.9%
1989 12.2% 4.3% 5.4% 3.7% -1.7%
1988 11.3% 8.1% 4.5% -2.1% 0.5%
1987 2.4% -10.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date15/04/1987
  • Share Class size1,069Mn
  • Base currencyUSD
  • ISIN US3536121045

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.45%
  • Initial investment0.00%

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