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Franklin Templeton Global Funds plc FTGF ClearBridge US Equity Sustainability Leaders Fund Klasse A USD DIS (A)/  IE00BZ1G4Q59  /

Fonds
NAV2024-05-30 Chg.-1.2900 Type of yield Investment Focus Investment company
266.2800USD -0.48% paying dividend Equity Mixed Sectors Franklin Templeton ▶
  • Dividends adjusted Dividends adjusted

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - 1.41 0.92 3.70 1.95 -1.04 -2.90 4.20 1.89 -
2017 1.90 3.46 0.14 1.43 0.52 1.10 1.99 -0.26 1.48 3.73 2.78 0.29 +20.11%
2018 4.54 -4.21 -1.06 -0.04 2.41 0.46 4.16 3.51 0.04 -8.07 3.51 -8.27 -4.07%
2019 8.57 4.18 0.25 5.43 -5.40 7.18 2.11 -0.38 1.80 1.67 4.45 2.06 +36.03%
2020 1.27 -6.49 -10.59 10.27 6.10 1.52 6.26 6.00 -1.25 0.22 10.75 4.87 +30.19%
2021 -1.06 1.07 4.25 3.36 0.44 1.84 1.89 3.36 -5.04 7.67 -0.58 4.05 +22.77%
2022 -7.98 -2.97 1.34 -9.48 -0.85 -7.53 10.69 -3.12 -9.37 6.62 6.35 -6.21 -22.37%
2023 7.34 -2.78 0.43 -0.40 -0.49 4.86 2.77 -2.96 -5.68 -3.05 10.04 5.36 +15.16%
2024 0.42 4.89 3.16 -5.09 2.52 - - - - - - - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.33% 11.13% 11.54% 17.88% 20.84%
Sharpe ratio 0.96 1.85 1.11 -0.08 0.42
Best month +5.36% +10.04% +10.04% +10.69% +10.75%
Worst month -5.09% -5.09% -5.68% -9.48% -10.59%
Maximum loss -6.36% -6.36% -13.70% -28.37% -31.61%
Outperformance +2.38% - +5.29% +38.66% +68.74%
 
All quotes in USD

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Franklin Templeton Global Funds ... paying dividend 266.2800 +16.55% +7.41%
FTGF ClearBr.US Eq.Sus.Lead.Fd.X... paying dividend 280.2300 +17.25% +9.36%
FTGF ClearBr.US Eq.Sus.Lead.Fd.P... paying dividend 282.5000 +17.66% +10.51%
FTGF ClearBr.US Eq.Sus.Lead.Fd.P... reinvestment 342.0800 +14.58% +22.55%
FTGF ClearBr.US Eq.Sus.Lead.Fd.X... reinvestment 314.5000 +14.21% +21.32%
FTGF ClearBr.US Eq.Sus.Lead.Fd.A... reinvestment 161.3700 +13.86% +38.29%
FTGF ClearBr.US Eq.Sus.Lead.Fd.S... reinvestment 161.1900 +16.80% +25.36%
FTGF ClearBr.US Eq.Sus.Lead.Fd.A... reinvestment 109.7000 +15.46% -
FTGF ClearBr.US Eq.Sus.Lead.Fd.P... reinvestment 116.7100 +16.66% -
FTGF ClearBr.US Eq.Sus.Lead.Fd.S... reinvestment 167.5600 +14.87% +23.45%
FTGF ClearBr.US Eq.Sus.Lead.Fd.S... paying dividend 163.7500 +14.89% +23.49%
FTGF ClearBr.US Eq.Sus.Lead.Fd.X... reinvestment 126.7500 +16.12% +23.39%
FTGF ClearBr.US Eq.Sus.Lead.Fd.L... reinvestment 127.7500 +17.26% +26.62%
FTGF ClearBr.US Eq.Sus.Lead.Fd.F... reinvestment 174.0400 +17.25% +9.36%
FTGF ClearBr.US Eq.Sus.Lead.Fd.X... reinvestment 147.1100 +16.50% +5.64%
FTGF ClearBr.US Eq.Sus.Lead.Fd.S... reinvestment 154.8900 +17.05% +7.30%
FTGF ClearBr.US Eq.Sus.Lead.Fd.P... reinvestment 241.2000 +15.32% +3.22%
FTGF ClearBr.US Eq.Sus.Lead.Fd.P... reinvestment 158.0000 +17.66% +10.51%
FTGF ClearBr.US Eq.Sus.Lead.Fd.S... reinvestment 203.9100 +17.89% +11.17%
FTGF ClearBr.US Eq.Sus.Lead.Fd.S... reinvestment 142.7500 +15.55% +3.86%
FTGF ClearBr.US Eq.Sus.Lead.Fd.X... reinvestment 233.8300 +14.94% +2.13%
FTGF ClearBr.US Eq.Sus.Lead.Fd.X... reinvestment 145.5700 +17.24% +9.35%
FTGF ClearBr.US Eq.Sus.Lead.Fd.A... reinvestment 169.8500 +16.55% +7.41%
FTGF ClearBr.US Eq.Sus.Lead.Fd.A... reinvestment 221.6500 +14.21% +0.14%

Performance

YTD  
+5.74%
6 Months  
+11.41%
1 Year  
+16.55%
3 Years  
+7.41%
5 Years  
+79.76%
10 Years     -
Since start  
+155.33%
Year
2023  
+15.16%
2022
  -22.37%
2021  
+22.77%
2020  
+30.19%
2019  
+36.03%
2018
  -4.07%
2017  
+20.11%