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FTF Templeton Global Leaders W Acc

ISIN: GB00B7K6LK38 | MEX: TVMAAZ | CITI: G26F

  • Buy 378.2 GBX

  • Sell 378.2 GBX

  • Price Change 1.96820%

Accumulation

Past Performance

  • 28th Apr 2020 to 28th Apr 202135.82%
  • 28th Apr 2021 to 28th Apr 20220.02%
  • 28th Apr 2022 to 28th Apr 20233.36%
  • 28th Apr 2023 to 28th Apr 202426.30%
  • 28th Apr 2024 to 28th Apr 2025-3.59%
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Objectives and Approach

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.

Key Information

Inception 15th Sep 1988
Historic Yield 0.4500%
Sector IA Global
Fund Size £32.882mn
Fund Type OEIC
Classification Accumulation

Charges

Total Ongoing Charges 
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing. 		1.2666%
Initial Charge 0%
AMC 0.70%
Our Platform Charge
We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet 		0.30%

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here 		0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available 		N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs 		1.2666%
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Performance

  • Chart Options

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      Current Comparators


      • Cumulative Performance

        1 month3 months6 months1 year3 years5 years
        -8.87% -14.16% -6.32% -3.59% 25.86% 70.98%

        Important Information
        Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

        The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.



      Composition

      View Fund Allocation by:

      TOP 10 HOLDINGS TOP 10 ASSETS TOP 10 SECTORS TOP 10 GEOGRAPHIES

      Important Documents


      The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

      Fund Provider Factsheet
      The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured. &nbsp;
      FUND PROVIDER FACTSHEET
      97,729 bytes PDF Document; last updated 31 Mar 2025
      Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
      KEY INVESTOR INFORMATION DOCUMENT
      161,574 bytes PDF Document; last updated 06 Feb 2025
      Annual Report A report published by the Fund Management Group detailing the progress of the fund during the course of the previous 12 months. The information provided includes a financial statement for the group as a whole.
      ANNUAL REPORT
      1,724,061 bytes PDF Document; last updated 31 Mar 2024
      Semi Annual Report Published periodically through the course of the financial year of the fund, the report provides an overview of the fund's performance and the prospects for the remainder of the year. Included are portfolio changes (i.e. which stocks have been bought and sold), and changes in the geographical breakdown during the course of the previous 12 months.
      SEMI-ANNUAL REPORT
      1,299,117 bytes PDF Document; last updated 30 Sep 2024
      Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
      PROSPECTUS
      1,627,813 bytes PDF Document; last updated 17 Apr 2025
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      Management Team

      Warren Pustam Peter Sartori Alan Chua Ferdinand Cheuk

      Warren Pustam has managed this fund for 4 years and 7 months.

      Warren Pustam Warren Pustam is a senior vice president, portfolio manager and research analyst for the Templeton Global Equity Group. Mr. Pustam is the lead portfolio manager for Templeton World Fund, a manager on Templeton Growth Fund Inc.,and in additionserves as backup manager for Templeton Foreign Fund, Templeton Global Trust Fund, Templeton Global Fund, and Templeton Global Leaders Fund. He has global research responsibilities for information technology hardware & equipment, software and services. Mr. Pustam previously covered global financials, capital markets and insurance with country coverage in Argentina, Brazil, Chile, Mexico, Colombia and Peru. He is a member of the Global Technology Sector Team and previously served on the Global Financial Services and Small Cap Team. Prior to joining Franklin Templeton in 2013, Mr. Pustam was a research analyst at EverKey Global Partners with responsibilities for companies in Europe. In the years preceding EverKey, Mr. Pustam was an associate portfolio manager with Pictet Bank & Trust and an analyst at KPMG Corporate Finance. He entered the financial services industry is 2003. Mr. Pustam holds a B.B.A. (Hons) in accounting from the University of the Bahamas. He is a Chartered Financial Analyst (CFA) charterholder and a Certified Public Accountant (CPA).

      Manager Cumulative Performance v Peer Group

      Performance Graph

      Peter Sartori has managed this fund for 4 years and 7 months.

      Peter Sartori Peter Sartori is Director of Portfolio Management for the Templeton Global Equity Group. Peter overseas the groups portfolio managers as well as being lead portfolio manager on several of the group’s funds. Peter started his career at First State Investments in Melbourne Australia in 1991 and opened their Hong Kong office in 1997. From 2001 he held senior roles at Scudder Investments in Singapore and Credit Suisse Asset Management in Sydney. In 2005 Peter launched his own boutique funds management company located in both Sydney and Singapore. This company was acquired by Nikko Asset Management in 2014 where Peter remained as Head of Equities until joining Templeton in 2019. Peter holds a Bachelor of Business from RMIT (Phillip) in Melbourne and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. He is a Fellow of Financial Services Institute of Australia (FINSIA)

      Manager Cumulative Performance v Peer Group

      Performance Graph

      Alan Chua has managed this fund for 3 years and 1 month.

      Alan Chua 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.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      Ferdinand Cheuk has managed this fund for 3 years and 1 month.

      Ferdinand Cheuk There is currently no biography information for Ferdinand Cheuk.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Ferdinand

      Name of Security Sole/Co Managed Since
      FTF TempJpEq Co Dec 2024
      FTF TempJpEq Co Dec 2024

      Investment involves risk. You may get back less than invested.