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Franklin Biotechnology Discovery A (acc) USD

Ranked 3 out of 6 in - Biotechnology over 12 months
All calculations are in EUR unless stated

Managed by

Steven Kornfeld

Steven Kornfeld graduated from the Wharton School of Business at the University of Pennsylvania and Northwestern University’s Kellogg Graduate School of Management and holds a BA in business and an MBA. He has been managing funds for over ten years and is currently a fund manager at Franklin Templeton where he runs US equities. Before this he worked in private equity and previously as a sell-side research analyst where he specialised in emerging growth companies. Steven is a CFA Charterholder.

Evan McCulloch

Evan McCulloch joined Franklin Templeton Investments as a management trainee in 1992. Now a vice president and portfolio manager for the group, McCulloch’s responsibilities include managing the Franklin Biotechnology Fund. A self described research driven investor, McCulloch specialises in research analysis of the health care industry; including pharmaceuticals, health care information systems/internet and health care providers. He is a bottom-up investor who pursues a growth strategy and focuses primarily on individual securities, choosing companies he believes are positioned for rapid growth in revenues, earnings or assets. Born in Mesa, Arizona in 1969, McCulloch graduated from the University of California at Berkeley with a bachelor’s degree in economics and business administration.

Objective

The Fund's investment objective is capital appreciation. The Fund invests principally in equity securities of biotechnology companies and discovery research firms (including small to mid-sized companies) located in the US and other countries, and to a lesser extent in debt securities of any type of issuers worldwide.

Showing fund performance in Finland View performance globally

Performance

Biotechnology over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.6%
2017 2.7% 10.6% -4.5% 4.9% -7.3%
2016 -15.4% -27.9% 4.2% 12.8% -0.2%
2015 16.9% 28.6% 0.5% -19.7% 12.8%
2014 53.4% 7.4% 3.7% 18.5% 16.2%
2013 57.2% 21.8% 6.8% 18.6% 1.9%
2012 24.9% 13.2% 13.8% 4.5% -7.3%
2011 13.3% -0.9% 4.7% -6.1% 16.4%
2010 25.8% 16.8% -4.3% 2.0% 10.4%
2009 7.4% 3.4% -1.8% 5.2% 0.6%
2008 -3.8% -15.1% 6.3% 17.7% -9.5%
2007 -11.8% -2.3% 2.3% -1.5% -10.4%
2006 -7.2% 4.0% -17.8% 2.5% 6.0%
2005 19.2% -12.5% 18.8% 12.1% 2.2%
2004 2.6% 10.0% 1.4% -3.2% -5.0%
2003 19.1% -2.0% 16.9% 6.1% -2.1%
2002 -51.0% -13.3% -37.1% -9.0% -1.2%
2001 -15.5% -26.0% 28.8% -28.1% 23.2%
2000 22.4% -24.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cayman Islands
  4. Cyprus
  5. Czech Republic
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Georgia
  11. Germany
  12. Greece
  13. Hong Kong
  14. Hungary
  15. Ireland
  16. Italy
  17. Jersey
  18. Korea
  19. Latvia
  20. Liechtenstein
  21. Lithuania
  22. Luxembourg
  23. Macau
  24. Mexico
  25. Netherlands
  26. Norway
  27. Poland
  28. Portugal
  29. Russian Federation
  30. Singapore
  31. Slovakia
  32. South Africa
  33. Spain
  34. Sweden
  35. Switzerland
  36. Taiwan
  37. United Kingdom

Fund Info

  • Launch date03/04/2000
  • Share Class size1,812Mn
  • Base currencyUSD
  • ISIN LU0109394709

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).