Franklin Templeton BRIC Fund Income (Offshore)

Sell : 914.00p | Buy : 914.00p | down 23.00p
Last valuation as at 21-11-2008

At a glance

Initial charge 5.00%
Initial saving 5.00%
Annual charge 2.10%
Annual saving 0.200% ²
Total Expense Ratio 2.48%
Launch date 25-10-2005
Launch price $10.00
Sector Offshore
Fund size $1,059 million
Number of holdings 87
Fund type OEIC
Type of units Income

HL Research - Our view on this Fund

Hargreaves Lansdown research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. This fund does not fall into either of these categories at present.

Full research

About the Fund Manager

Photo of Mark Mobius

Mark Mobius
Located in: Singapore


Mark Mobius joined Franklin Templeton Investments in 1987 as president of the Templeton Emerging Markets Fund Inc. in Hong Kong, with responsibility for all of Templeton's emerging markets activity. In this capacity, he directs the analysts based in Templeton's eleven emerging markets offices and manages the emerging markets portfolios. Dr. Mobius has spent over thirty years working in Asia and other parts of the emerging markets world, and has extensive experience in economic research and analysis. Each year he spends over 200 days travelling from one emerging market to another in search of emerging market opportunities. For the second year in a row, Dr. Mobius was named the number one global emerging market fund manager in the 1998 Reuters Survey. CNBC named him "1994 First in Business Money Manager of the Year". Morningstar in the U.S. awarded Mark Mobius the "Closed-End Fund Manager of the Year" for 1993. In 1992, Dr. Mobius was named "Investment Trust Manager of the Year" by The Sunday Telegraph in the United Kingdom.

 

Income details

Running yield N/a
Income paid Annually
Type of payment Dividend

All yields are variable and not guaranteed. There is currently no yield information available for this fund.

Distribution dates

Ex-dividend date 01 July 2008
Payment date ³ 08 July 2008

Top 10 holdings

Gazprom OAO ADS 8.75%
China Mobile (Red Chip) 8.59%
Petroleo Brasileiro S/A ADS A 8.45%
Companhia Vale do Rio Doce ADS Cl A Pfd. 7.28%
China Unicom Hong Kong Ltd 3.95%
PetroChina Co. 3.23%
China Life Insurance Co. Ltd. (China) 3.21%
Unibanco-Uniao de Bancos Brasileiros S/A GDS 2.94%
MINING AND METALLURGICAL CO NORILSK NICKEL 2.79%
Banco Bradesco S.A. ADS, 2.61%

Top 10 sectors

Oil & Gas Producers 28.29%
Mobile Telecommunications 17.52%
Industrial Metals & Mining 12.79%
Banks 9.78%
Cash and Equiv. 5.91%
Non-Classified 3.84%
Life Insurance 3.21%
Real Estate Investment & Services 3.02%
Industrial Transportation 2.69%
Fixed Line Telecommunications 2.38%

Top 10 countries

Brazil 27.75%
Russian Federation 21.34%
Hong Kong 16.82%
China 13.28%
India 11.91%
Cash and Equiv. 5.91%
Non-Classified 2.53%
United States 0.44%
Kazakhstan 0.02%

² Annual saving is not available in the SIPP.

³ If you elect to receive the income from a Vantage ISA, Fund or Share Account, we will collect any dividends for you and then pay them directly into your bank account within the first 10 working days of the following month.

Last valuation as at 21-11-2008. Data accurate as at [No Data].

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