James Cross is a vice president, research analyst and portfolio manager with Franklin Equity Group. He currently covers the aerospace and defense industries while leading the industrials sector team. He also is a portfolio manager on the Franklin Small/Mid Cap Growth Fund. Before assuming industry coverage in 2000, Cross focused on quantitative research, risk analysis and performance attribution. Prior to joining Franklin Templeton in 1998, he worked as an economic planner for the State of Texas. Cross holds a B.B.A. with a major in economics from Baylor University. He is a Chartered Financial Analyst (CFA) charterholder.
Jonathan Curtis joined the Franklin Equity Group in 2008 as an equity analyst covering technology companies. Prior to joining Franklin, Jonathan spent four years on the sell side researching enterprise data networking and telecom equipment companies. Before transitioning to the financial services industry, Jonathan was a software and systems engineer for 12 years at a variety of companies including Nortel Networks, CIENA and Caspian Networks. Jonathan holds an M.B.A. from Berkeley's Haas School of Business and a B.Sc in electrical engineering from Rensselaer Polytechnic Institute.
JP Scandalios was educated at the University of California where he studied History, Business and Finance. He holds a BA degree and an MBA. Scandalios has 18 years of investment experience and has been managing the Franklin Technology fund for Franklin Templeton Investments for the last four years. He manages the fund using a deep value-driven approach and a bottom up approach to investing. Prior to this he worked for Chase Manhattan and Chase Private Bank.
The Fund aims to increase the value of its investments over the medium to long term. The Fund invests mainly in equity securities issued by technology companies of any size located anywhere in the world. The Fund can invest to a lesser extent in: debt securities of corporate issuers.
Rank 49/162 Total Return
Rank 52/162 Standard Deviation
Rank 1/162 Max Drawdown
|47||Fidelity Advisor Technology Fund;A||USD||
|48||Fidelity Select Technology Portfolio||USD||
|49||Franklin Technology A (acc) USD||USD||
|50||Black Oak Emerging Technology Fund||USD||
|51||UBS (Lux) Eq Fd - Global Multi Tech (USD) P-acc||USD||
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|50||Rural Tecnologico Renta Variable, FI||USD||
|52||Franklin Technology A (acc) USD||USD||
|53||USAA Science & Technology Fund;Fund||USD||
|54||Nationwide Bailard Technology & Science Fund;M||USD||
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Month by Month Performance
Returns Vs Risk
- Czech Republic
- Hong Kong
- South Africa
- United Arab Emirates
- United Kingdom
- Launch date03/04/2000
- Share Class size1,638Mn
- Base currencyUSD
- Min. initial investment5,000
- Min. regular additional investment0
- Annual management1.00%
- Initial investment1.00%