(As of 12/31/2021)

Sun GIF Solutions Franklin Global Growth Inv Ser A

(Global Equity)



2018


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(5/4/2015)
13.41 %
YTD Return 13.04 %
NAVPS
(1/19/2022)
$20.34
Change ($0.19) / -0.93 %
Growth of $10,000 (As of December 31, 2021)
MER 3.20 %
Assets ($mil) -
Rank (1Yr) 642/943
Std Dev (3Yr) 15.06 %
Volatility Ranking (3Yr) 7/10
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 November 30, 2021)
Sector Allocation
(As of November 30, 2021)
Geographic Allocation
(As of November 30, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Franklin Global Growth Fund Series AInternational EquityMutual FundMulti-National100.00%

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.58 4.91 7.29 13.04 13.04 24.52 17.38 -   
Benchmark 3.04 6.25 7.43 17.62 17.62 17.34 13.04 14.56
Quartile Ranking 4 3 2 3 3 1 1 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 13.04 32.91 28.51 -5.55 22.19 -4.49 -      -      -      -     
Benchmark 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97 32.40 13.73
Quartile Ranking 3 1 1 3 1 4 - - - -

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