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Franklin Technology A (acc) USD

Ranked 49 out of 162 in - Technology over 12 months
All calculations are in USD unless stated

Managed by

James Cross

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

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

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.

Objective

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.

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

Performance

Technology over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 7.6% 5.0%
2017 40.0% 13.6% 7.7% 8.6% 5.4%
2016 7.0% -2.8% 1.2% 12.7% -3.5%
2015 7.3% 3.8% 0.6% -5.3% 8.4%
2014 13.8% 3.9% 3.1% 0.6% 5.5%
2013 26.1% 5.8% -0.6% 11.1% 7.9%
2012 9.7% 18.7% -11.7% 5.5% -0.8%
2011 -5.6% 6.1% -0.1% -16.4% 6.6%
2010 21.9% 3.7% -9.3% 14.1% 13.6%
2009 59.6% 1.4% 21.1% 17.0% 11.1%
2008 -39.0% -16.9% 8.2% -10.7% -24.1%
2007 16.8% 2.7% 8.7% 7.6% -2.7%
2006 5.5% 11.6% -11.0% -0.2% 6.4%
2005 0.6% -9.4% 0.7% 5.6% 4.5%
2004 10.9% 1.6% 3.1% -7.6% 14.6%
2003 54.4% 0.0% 20.0% 12.9% 14.0%
2002 -45.3% -5.0% -30.7% -29.2% 17.3%
2001 -29.2% -30.0% 17.5% -41.7% 47.6%
2000 8.7% -36.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Cyprus
  5. Czech Republic
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Germany
  11. Gibraltar
  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. Netherlands
  25. Norway
  26. Poland
  27. Portugal
  28. Romania
  29. Singapore
  30. Slovakia
  31. South Africa
  32. Spain
  33. Sweden
  34. Switzerland
  35. Taiwan
  36. United Arab Emirates
  37. United Kingdom

Fund Info

  • Launch date03/04/2000
  • Share Class size1,638Mn
  • Base currencyUSD
  • ISIN LU0109392836

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1.00%

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New dawn in tech: two ways to tap the ‘Internet of Things’

Citywire + rated JP Scandalios and Grant Bowers reveal their best ideas for making the most of a major shift in connectivity.

Tech sector M&A set to accelerate, says veteran Scandalios

Franklin Templeton's tech sector specialist believes merger activity is a strong option for technology firms looking to increase their value.

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