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Franklin World Perspectives A (acc) USD

Ranked 13 out of 26 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Stephen Dover

Stephen Dover graduated from Lewis and Clark College in Portland, Oregon with a BA degree in communications and business administration. He went on to graduate from The Wharton School of the University of Pennsylvania with an MBA in finance. Stephen is currently the managing director and international chief investment officer of Franklin Global Advisors and also oversees and manages Asian equity growth products. Prior to his current role he was founder and CIO of Bradesco Templeton Asset Management and before joining Franklin Templeton in 1997 he was a portfolio manager and principal at Newell Associates. Before this he worked for Towers Perrin Consulting in New York. Stephen is a Chartered Financial Analyst and a Certified Financial Planner.

Purav A. Jhaveri

Purav Jhaveri graduated from the Univeristy of Bombay with a bachelor of commerce degree and from the Narsee Monjee Institute of Management Studies, University of Bombay with a master’s degree in management and has an MBA from the Wharton School of the Univeristy of Pennsylvania. He started his career as a research analyst with Unit Trust of India and then joined ANZ Grindlays Bank where he was an investment advisor and research analyst. Purav then joined Franklin Templeton where he started working as a portfolio manager and research analyst in Mumbai, India. He is currently a senior vice president and investment strategist/portfolio manager in Franklin Templeton’s Local Asset Management Group. Purav is a Chartered Financial Analyst (CFA) and also holds the Financial Risk Manager (FRM) certification from the Global Association of Risk Professionals.


The Fund's investment objective is capital appreciation. The Fund seeks to achieve this objective by investing in equity and equity related transferable securities across the world. The Investment Manager and the Investment Co-Managers, located in various countries around the globe, develop local portfolios of securities with the intention to outperform the relevant market of each region. The base currency of the Fund is US dollar.

Showing fund performance in Gibraltar View performance globally


Global over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.5% 5.4% 2.9%
2017 10.0% 5.0% -0.7% 0.9% 4.6%
2016 21.6% -1.5% 6.3% 10.8% 4.8%
2015 6.0% 8.6% -3.5% -6.0% 7.6%
2014 8.6% 0.3% 1.3% 1.3% 5.4%
2013 23.0% 13.7% 0.1% 3.5% 4.5%
2012 9.7% 10.3% -4.7% 2.1% 2.2%
2011 -8.9% 0.4% 0.5% -14.5% 5.6%
2010 18.4% 9.1% -8.6% 9.3% 8.7%
2009 27.5% -6.1% 7.1% 20.4% 5.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Royal Bank of Canada Time/Term Deposit 2.93% Inc ORD 2.41%
Alphabet Inc ORD 1.64%
Microsoft Corp ORD 1.62%
Analog Devices Inc ORD 1.61%
Charles Schwab Corp ORD 1.52%
Mastercard Inc ORD 1.43%
BlackRock Inc ORD 1.43%
UnitedHealth Group Inc ORD 1.27%
Raytheon Co ORD 1.24%

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Hong Kong
  13. Hungary
  14. Ireland
  15. Italy
  16. Jersey
  17. Latvia
  18. Lithuania
  19. Luxembourg
  20. Macau
  21. Netherlands
  22. Norway
  23. Poland
  24. Portugal
  25. Singapore
  26. Slovakia
  27. Spain
  28. Sweden
  29. Switzerland
  30. Taiwan
  31. United Kingdom

Fund Info

  • Launch date14/10/2008
  • Share Class size72Mn
  • Base currencyUSD
  • ISIN LU0390134368

Purchase Info

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


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

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