Scribd Logo
Upload

Welcome to Scribd!

  • Franklin Mutual Beacon (Franklin Tempelton Investment Funds)

    Uploaded by

    vikas_ojha54706
    10 views1 page
    The Franklin Mutual Beacon fund primarily invests in US equity securities to achieve long-term capital growth and income. As of June 30, 2002, its top holdings included Altadis SA, Federated Department Stores Inc, and Group Danone. Since its inception in April 1997, the fund's performance has trailed the S&P 500 index over 6 months, 1 year, 3 years, and overall.

    Original Description:

    pdf10

    Original Title

    pdf10

    Copyright

    © Attribution Non-Commercial (BY-NC)

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    The Franklin Mutual Beacon fund primarily invests in US equity securities to achieve long-term capital growth and income. As of June 30, 2002, its top holdings included Altadis SA, Federated Department Stores Inc, and Group Danone. Since its inception in April 1997, the fund's performance has trailed the S&P 500 index over 6 months, 1 year, 3 years, and overall.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    10 views1 page

    Franklin Mutual Beacon (Franklin Tempelton Investment Funds)

    Uploaded by

    vikas_ojha54706
    The Franklin Mutual Beacon fund primarily invests in US equity securities to achieve long-term capital growth and income. As of June 30, 2002, its top holdings included Altadis SA, Federated Department Stores Inc, and Group Danone. Since its inception in April 1997, the fund's performance has trailed the S&P 500 index over 6 months, 1 year, 3 years, and overall.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Franklin Mutual Beacon (Franklin Tempelton Investment Funds)

    Investment Objective
    Long-term capital growth and a reasonable and growing level of income primarily by investing at least 70% in the equity securities of US Companies. The base currency of the fund is US dollars.
    S & P Star Ranking S & P Fund Rating : : A

    Top 5 Fund Holding


    (As on 30th June, 2002) Altadis SA Federated Department Stores Inc Group Danone Kroger Co Berkshire Hathway Inc Lagarders SCA Liberty Media Corp Fleet Boston Financial Corp Scripps (EW) Co Conoco Inc

    %
    1.8 1.7 1.6 1.6 1.3 1.3 1.3 1.2 1.2 1.1

    Fund Facts
    Inception Fund Size Base Current Currency NAV USD 34.91 YTD

    Fund Performance %
    Fund Aggregated Returns S&P 500 Index

    4/7/1997 US$ 516.6 million

    (3.62) (3.62) (7.28) 16.02 47.65

    (13.15) (13.15) (17.98) (25.10) 16.08

    6 Months 1 Year 3 Years Since Inception

    Composition of Fund As on June 30, 2002.


    Region
    United States France United Kingdom Spain Netherlands

    %
    46.4 4.9 4.2 3.5 2.1 Denmark Belgium Switzerland Norway Canada

    %
    1.9 1.7 1.6 1.6 1.5

    Sector
    Food Beverage & Tobbaco Materials Media Banks Capital Goods

    %
    11.3 7.9 7.8 6.1 5.8 Insurance Retailing Telecommunication Services Pharmaceuticals & Biotech Healthcare Equipments

    %
    5.6 3.3 3.2 2.8 2.7

    12

    You might also like