LSE - Delayed Quote • GBp
Franklin UK Opportunities Fund Z(acc) (0P0000W9SP.L)
At close: September 10 at 9:00 PM GMT+1
Fund Summary
The Fund aims to grow in value by more than the FTSE All-Share Index, from a combination of income and investment growth over a three to five-year period after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in the shares of companies listed on the London Stock Exchange that are incorporated/domiciled in the UK or which have significant business operations in the UK. This will typically be around 30-50 companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.40% |
| Worst 1Y Total Return | -32.30% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 67 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000W9SP.L | Category Average | 0P0000W9SP.L | Category Average | 0P0000W9SP.L | Category Average | |
| Alpha | -0.26 | -0 | -2.13 | 0.01 | -0.05 | -0 |
| BETA | 1.04 | 0.01 | 1.01 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.26 | 0.01 | 0.48 | 0.01 | 0.57 | 0.01 |
| R-squared | 92.33 | 0.77 | 90.55 | 0.85 | 90.64 | 0.9 |
| Standard Deviation | 17.49 | 0.1 | 14.66 | 0.1 | 13.15 | 0.15 |
| Sharpe Ratio | 0.15 | 0.01 | 0.36 | 0.01 | 0.48 | 0 |
| Treynor Ratio | 1.04 | 0.07 | 4.27 | 0.1 | 5.67 | 0.04 |
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