Fact sheet: Franklin NxStp Grth

Fund information

Fund name
Franklin NextStep Growth N Acc USD
Fund company manager
Franklin Temp Intnl Serv SARL
Fund type
SIB
Fund manager(s)
Thomas A.Nelson
since 05/02/2016
Brooks Ritchey
since 05/02/2016
Stephen R. Lingard
since 05/02/2016
John Levy
since 05/02/2016
Fund objective
The Fund's investment objective is to seek the highest level of long-term total return. Total return includes capital growth and income.
Benchmark
-
Investment style
Aggressive
Investment method
None

Quick stats

1 Year return

11.23 %

1 Year rank in sector

45/85

Sector

FO Mixed Asset - Aggressive

Yield
-
Fund size

£ 21.0 m

FE Risk score

44

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Fund name3 years
SEI Aggr58.27%
HSBC Pfl Wld Seltn 551.96%
SEI Growth48.61%
FstEgleAmunIntl46.94%
GAM Star Dynamic Growth45.77%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.08 %7.41 %11.23 %0 %0 %
Sector1.98 %6.45 %10.72 %23.45 %38.5 %
Rank within sector74 / 9043 / 8945 / 85 / /
Quartile th4 th2 nd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund10.63 %0 %0 %0 %0 %
Sector10 %6.77 %0 %4.64 %11.35 %
Rank within sector43 / 87 / / / /
Quartile th2 nd th th th th

Price movement

52 week high12.17
52 week low10.73
Current bid price0
Current offer price0
Current mid price12.17

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-