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Price: 431.1000GBX

Change: icon-up-small 0.19%

FTF Templeton Global Leaders W Acc

FTF Templeton Global Leaders W Acc

ISIN:

GB00B7K6LK38

Risk level:

N/A

FE fundinfo Rating:

4 of 5

IA Sector:

IA Global

Income type:

Accumulation

Price:

431.1000GBX

09 July 2025

Last change:

icon-up-small 0.19%

1 year change:

icon-up-small 5.61%

5 year annualised return:

12.43%

12 month yield:

0.39%

At a glance

At a glance performance and information

Eligibility:

Share Dealing Account Yes
ISA Yes
SIPP Yes

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

Add to chart:

  • FTF Templeton Global Leaders W Acc
  • IA Global
  • MSCI ACWI

Discrete calendar year performance

Discrete calendar year performance
Investment 30/06/20 to 30/06/21 30/06/21 to 30/06/22 30/06/22 to 30/06/23 30/06/23 to 30/06/24 30/06/24 to 30/06/25
FTF Templeton Global Leaders W Acc 25.90% -8.49% 15.99% 27.48% 3.96%
IA Global 25.92% -8.77% 10.78% 14.89% 4.60%
MSCI ACWI 36.77% -12.27% 16.47% 20.70% 13.65%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
FTF Templeton Global Leaders W Acc 19.45% 0.72% 5.61% 15.07% 12.43%
IA Global 14.62% 0.29% 6.21% 9.42% 9.01%
MSCI ACWI 16.47% 7.19% 12.52% 16.28% 13.57%

Fund Objective: Templeton Growth Fund (the “Fund”) aims to maximise total investment return by achieving an increase in the value of its investments over the long term. The Fund invests mainly in:equity securities issued by companies of any size located in any country The investment team uses in-depth research and analysis to find individual securities that they believe are trading at a discount to what their research indicates the company may be worth over the longer term.

Manager name:

Franklin Templeton Fund Mgt Ltd

Manager start date:

28 February 2022

Investment style:

Active,Concentrated,Growth

Region (geographical):

Global

Manager Biography:

Alan Chua is an executive vice president and research analyst for the Templeton Global Equity Group, as well as a portfolio manager for a number of institutional and retail clients based in and outside Singapore. He has global research responsibilities for the machinery industry, as well as country research coverage of Japan. Prior to joining Franklin Templeton in 2000, Mr. Chua was an associate director with UBS Asset Management and a senior corporate relationship officer for Deutsche Bank. He entered the financial services industry in 1989. Mr. Chua holds a B.Sc. in economics from the University of Oregon and an M.B.A. from the London Business School. He is a Chartered Financial Analyst (CFA) charterholder.

Benchmark:

MSCI ACWI

Sector:

IA Global

FE fundinfo Rating:

4 of 5

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. N/A%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.80%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. N/A
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: iWeb The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 37,032,445.76 GBX

Chart date: July 9, 2025

Top 10 Holdings

Top 10 Holdings
Security Weight
Microsoft corporation 7.08%
Amazon.com, inc. 5.77%
Nvidia corp 5.58%
Safran sa 4.66%
Taiwan semiconductor co 4.60%
Rolls-royce hldgs plc 3.22%
Booking holdings inc. 3.11%
Airbus se 3.06%
Sap se 3.02%
Meta platforms, inc. 3.00%

Sectors

Sectors
Sectors Weight
Information Technology 27.75%
Industrials 18.97%
Financials 16.42%
Communications 10.80%
Consumer Discretionary 9.87%
Health Care 7.39%
Cash & Cash Equivalents 3.16%
Materials 3.09%
Energy 1.49%
Consumer Staples 1.06%

World regions

World regions
Country Weight
United States 53.79%
France 10.27%
Germany 8.08%
United Kingdom 5.56%
Others 5.44%
Taiwan 4.54%
Ireland 3.70%
India 3.50%
Cash & Cash Equivalents 3.16%
Canada 1.96%
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.