Franklin ESG-Focused Balanced Fund R (acc) EUR

ISIN: LU2319533456

Categoria Morningstar: EUR Moderate Allocation - Global

Società: Franklin Templeton

The Fund's principal investment objective is to seek total return by investing in equity and debt securities while taking environmental, social and governance considerations into account when selecting investments and constructing the portfolio. The Fund seeks to achieve its objective by investing in a balanced portfolio composed of equity and debt securities. Within the global equity component, the Fund may invest in equity and equity-related securities issued in developed markets globally. Within the fixed income component, the Fund may invest in fixed and floating-rate debt securities and debt obligations of governments, government related or corporate issuers. The Fund may invest in debt securities issued by governments or government related or corporate issuers globally but is expected to invest primarily in debt of European governments or issuers, or which are euro-denominated.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 17,90 3 anni: - 5 anni: - Inizio: 3,64 2024: 9,12 2023: 13,84 2022: -15,47 2021: - 2020: -
Rendimento annuo: Categoria 1 anno: 11,67 3 anni: 0,76 5 anni: 3,10 Inizio: - 2024: 6,15 2023: 8,34 2022: -12,94 2021: 9,41 2020: 2,37
Rendimento annuo: Percentile 1 anno: 2,00 3 anni: - 5 anni: - Inizio:- 2024: 9,00 2023: 4,00 2022: 79,00 2021: - 2020: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation - Global. Data: 2024-07-12
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation - Global. Data: 2024-07-12