Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Templeton Global Climate Change Fd A (Ydis) EUR

Ranked 267 out of 290 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Heather Arnold

Heather Arnold is the director of research for Templeton Global Equity Group, as well as a portfolio manager and research analyst, based in London and Edinburgh and has 28 years of experience in the investment industry. She manages institutional and retail equity portfolios and has research responsibilities for Japan and Russia. Prior to joining Templeton, Heather was a managing director for Goldman Sachs Asset Management, head of European equities and portfolio manager for European, International and Global institutional and retail client portfolios. She returned to Templeton having originally joined in 1997 and having left to start up her own company in the summer of 2001. Heather has an MBA from York University in Canada, a BA in economics and art history from Queen's University in Canada and is a Chartered Financial Analyst (CFA) Charterholder.

Dylan Ball

Dylan Ball is an Executive Vice President, Portfolio Manager for the Templeton Global Equity Group. Mr. Ball is the lead portfolio manager for a number of Templeton portfolios, Mr. Ball has research responsibility for MENA banks and Emerging Europe. Mr. Ball has 20 years of industry experience, 10 of which have been at Templeton. He was formerly a research analyst with Credit Suisse First Boston, prior to which Mr. Ball was a chartered accountant with PricewaterhouseCoopers. Mr. Ball holds a B.A. in Economics from Manchester University, United Kingdom. He is a Chartered Accountant (ACA), a member of the Institute of Chartered Accountants in England and Wales.

Maarten Bloemen

Objective

Investment objective of the fund is to invest in equity securities issued by companies located in any country ,which recognise and adapt to the long-term financial risks and opportunities presented by climate change and resource depletion across all sectors. Can invest as well in units of other mutual funds and exchange traded funds (limited to 10% of assets),cash or money market securities, convertible securities or debt securities and derivatives .

Showing fund performance in Finland View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018
  • Rank 267/290 Total Return
  • Rank 142/290 Standard Deviation
  • Rank 221/290 Max Drawdown
Fund Name Currency Risk
141 Nordea 1 Global Stable Equity Euro Hedged BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

8.3

142 Wellington Global Opportunities Eq S Acc USD EUR

8.3

142 Templeton Global Climate Change Fd A (Ydis) EUR EUR

8.3

144 Swedbank Robur Ethica Global EUR

8.3

Fund Name Currency Loss
219 Investec GSF Global Dynamic A Acc USD EUR

-6.2%

220 JPM Global Dynamic D Acc USD EUR

-6.2%

221 Templeton Global Climate Change Fd A (Ydis) EUR EUR

-6.2%

222 Investec GSF Glbl Quality Eq Income A Inc USD EUR

-6.2%

223 MFS Investment Funds-Glo Eq Euro Hedged Q1 EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.2%

223 AG World Equity A Acc USD EUR

-6.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.5% 1.3%
2017 5.4% 4.7% -2.0% 2.0% 0.8%
2016 7.2% -7.5% -1.0% 6.4% 10.0%
2015 3.8% 16.1% -2.5% -13.4% 5.9%
2014 10.4% 1.9% 2.8% 3.5% 1.7%
2013 28.7% 9.1% 2.3% 6.6% 8.2%
2012 17.7% 9.4% -3.9% 8.0% 3.7%
2011 -7.3% 1.1% -0.9% -14.6% 8.4%
2010 8.5% 6.7% -6.0% 0.4% 7.6%
2009 22.5% -8.0% 12.6% 13.6% 4.1%
2008 -41.4% -18.3% -5.4% -4.8% -20.4%
2007 -3.6% 0.4% 5.5% -5.5% -3.8%
2006 12.4% 3.8% -3.6% 7.0% 5.0%
2005 22.3% 5.3% 5.5% 5.1% 4.7%
2004 11.4% 5.4% 3.1% -1.9% 4.5%
2003 14.9% -11.5% 15.1% 4.9% 7.6%
2002 -30.2% 4.8% -15.8% -20.8% -0.1%
2001 -1.6% 0.5% 6.4% -17.3% 11.2%
2000 6.9% 2.6% 1.1% 6.6% -3.3%
1999 26.4% 8.2% 14.7% -4.4% 6.6%
1998 -3.2% 10.4% -4.7% -14.1% 7.0%
1997 26.2% 7.6% 11.1% 7.4% -1.7%
1996 22.8% 7.0% 6.0% 0.6% 7.6%
1995 -0.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2018

Top 10 Holdings

Stock Size
Orsted A/S ORD 3.09%
Siemens Gamesa Renewable Energy SA ORD 2.73%
Landis plus Gyr Group AG ORD 2.64%
Vestas Wind Systems A/S ORD 2.63%
Oracle Corp ORD 2.59%
Siemens AG ORD 2.51%
Kingfisher PLC ORD 2.45%
BNP Paribas SA ORD 2.42%
Shire PLC ORD 2.20%
Samsung Electronics Co Ltd ORD 2.13%
31/03/2018

Registered For Sale In

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

Fund Info

  • Launch date26/04/1991
  • Share Class size601Mn
  • Base currencyUSD
  • ISIN LU0029873410

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1.00%

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