(As of 3/31/2024)

Sun GIF Solutions Franklin Global Growth Inv Ser A

(Global Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020
2018




Inception Return
(5/4/2015)
8.20 %
YTD Return 1.30 %
NAVPS
(4/22/2024)
$18.96
Change $0.11 / 0.59 %
Growth of $10,000 (As of March 31, 2024)
MER 3.20 %
Assets ($mil) -
Rank (1Yr) 880/930
Std Dev (3Yr) 16.79 %
Volatility Ranking (3Yr) 9/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
The fund seeks long-term capital appreciation by investing primarily in equity securities of growth companies, with any size market capitalization, that are located throughout the world. The fund may invest up to 20% of its total assets in common stocks of issuers located in emerging market nations and up to 35% of its total assets in debt securities.
Fund Manager

Franklin Templeton Investments Corp.

Portfolio Manager

SLGI Asset Management Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of February 29, 2024)
Sector Allocation
(As of February 29, 2024)
Geographic Allocation
(As of February 29, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Franklin Global Growth Fund Series OInternational EquityMutual FundMulti-National100.00%

Performance Data (As of March 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.67 1.30 11.29 1.30 9.79 -0.12 7.45 -   
Benchmark 2.94 10.27 20.07 10.27 23.05 9.29 11.08 10.93
Quartile Ranking 4 4 4 4 4 4 2 -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 15.89 -25.70 13.04 32.90 28.51 -5.55 22.19 -4.49 -      -     
Benchmark 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97
Quartile Ranking 1 4 3 1 1 3 1 4 - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use.
BofA Merill Lynch Indices used with permission.
© 2024 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.