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Templeton European Insights A Eur
35.35
+0.20%
Currency: EUR
Date: 26/04/02
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 35.35 | 35.28 | EUR | 26/04/02 | +0.20 |
Terms
| Isin | LU0093666013 |
| Contract Type | Sicav |
| Currency | EUR |
| Class | A |
| Risk Class | 4 |
| Assogestioni Category | Azionari Area Euro |
| Declared Benchmark | 100% MSCI EMU (Loc) |
| Start Date | 99/01/08 |
| Advisor Name | Uwe Zoellner |
| Fund Asset Under Management | N.Av. |
Performance
| Cumulatives | |
|---|---|
| 1 month | -3.91 |
| Ytd | +1.17 |
| 1 year | +11.58 |
| 3 years | +48.40 |
| 5 years | +53.03 |
| Yearly | |
|---|---|
| 02/28/2025 | +22.98 |
| 02/29/2024 | +14.60 |
| 02/28/2023 | +19.82 |
| 02/28/2022 | -12.52 |
| 02/28/2021 | +8.44 |
| Rating |
|---|
|
| Score |
|---|
| 56.6862 |
Company
Franklin Templeton Intern Serv
8A, rue Albert Borschette L-1246 - Lussemburgo
Tel. N.Av.
8A, rue Albert Borschette L-1246 - Lussemburgo
Tel. N.Av.
Costs
| Entrance (ACP) | Min: 1,5000 - Max: 5,7500 |
| Management | 1.5 |
| Reimbursement | 0% |
| Administrative | 0% |
| Switch | 0% |
| Tunnel | 0 |
Subscription
| One Solution | |
|---|---|
| Initial | 2500,0000 EUR |
| Integrative | 500,0000 EUR |
| Accumulation Plan | |
|---|---|
| Duration | N.Av. |
| Minimum Payment Unit | N.Av. |
| Initial Payment | 2500,0000 |
Costs
| Entrance (ACP) | Min: 1,5000 - Max: 5,7500 |
| Management | 1.5 |
| Reimbursement | 0% |
| Administrative | 0% |
| Switch | 0% |
| Tunnel | 0 |
Performance
| Cumulatives | |
|---|---|
| 1 day | +0.20 |
| 1 week | +3.21 |
| 1 month | -3.91 |
| 3 months | -0.48 |
| 6 months | +4.25 |
| From the beginning of the year | +1.17 |
| 1 year | +11.58 |
| 2 years | +26.34 |
| 3 years | +48.40 |
| 4 years | +63.43 |
| 5 years | +53.03 |
| Yearly | |
|---|---|
| 02/28/2025 | +22.98 |
| 02/29/2024 | +14.60 |
| 02/28/2023 | +19.82 |
| 02/28/2022 | -12.52 |
| 02/28/2021 | +8.44 |
| Rating |
|---|
|
|
| Score |
|---|
| 56.6862 |
Efficiency Indicators
| Sharpe 1 year | 2.4394 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 1.4164 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.7436 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 11.1599 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 2.9945 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 1.2065 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +6.98 |
| 3 years | +9.54 |
| 5 years | +13.21 |
| Negative Volatility | |
|---|---|
| 1 year | +1.53 |
| 3 years | +4.52 |
| 5 years | +8.11 |
Benchmark
| Standard Volatility | |
|---|---|
| 1 year | N.Av. |
| 3 years | N.Av. |
| 5 years | N.Av. |
| Negative Volatility | |
|---|---|
| 1 year | N.Av. |
| 3 years | N.Av. |
| 5 years | N.Av. |
Updated Monthly - 26/02/27
Relative
| Sharpe | 1.4164 |
| Sortino | 2.9945 |
| Bull Market | +6.33 |
| Bear Market | -0.89 |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
Three years data
| Risk Class | 4 |
General
| 1 year 18,005 | 3 years 15,888 | 5 years 14,134 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 18,005
3,718
+17.14
3 years 15,888
1,666
+61.02
5 years 14,134
2,059
+70.94
|
3,718 | +17.14 | 1,666 | +61.02 | 2,059 | +70.94 |
|
Total Volatility
1 year 18,005
8,995
+6.98
3 years 15,888
11,387
+9.54
5 years 14,134
11,986
+13.21
|
8,995 | +6.98 | 11,387 | +9.54 | 11,986 | +13.21 |
|
Negative Volatility
1 year 18,005
3,648
+1.53
3 years 15,888
7,182
+4.52
5 years 14,134
11,334
+8.11
|
3,648 | +1.53 | 7,182 | +4.52 | 11,334 | +8.11 |
|
Sharpe Index
1 year 18,005
944
+2.44
3 years 15,888
613
+1.42
5 years 14,134
2,215
+0.74
|
944 | +2.44 | 613 | +1.42 | 2,215 | +0.74 |
|
Sortino Index
1 year 18,005
554
+11.16
3 years 15,888
720
+2.99
5 years 14,134
2,245
+1.21
|
554 | +11.16 | 720 | +2.99 | 2,215 | +1.21 |
By Category
| 1 year 18,005 | 3 years 15,888 | 5 years 14,134 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 18,005
69
+17.14
3 years 15,888
19
+61.02
5 years 14,134
68
+70.94
|
69 | +17.14 | 19 | +61.02 | 68 | +70.94 |
|
Total Volatility
1 year 18,005
24
+6.98
3 years 15,888
30
+9.54
5 years 14,134
37
+13.21
|
24 | +6.98 | 30 | +9.54 | 37 | +13.21 |
|
Negative Volatility
1 year 18,005
18
+1.53
3 years 15,888
8
+4.52
5 years 14,134
73
+8.11
|
18 | +1.53 | 8 | +4.52 | 73 | +8.11 |
|
Sharpe Index
1 year 18,005
29
+2.44
3 years 15,888
8
+1.42
5 years 14,134
71
+0.74
|
29 | +2.44 | 8 | +1.42 | 71 | +0.74 |
|
Sortino Index
1 year 18,005
19
+11.16
3 years 15,888
7
+2.99
5 years 14,134
71
+1.21
|
19 | +11.16 | 7 | +2.99 | 71 | +1.21 |
Data provided by 