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Money
What pension research reveals about retirement planning
As the cost of living crisis eases, what steps are you taking to build your pension?
Franklin UK Rising Dividends Fund Z(inc) (0P00015D4U.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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125.20
+0.76
(+0.61%)
As of 09:00PM BST. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★★
Year-to-date return
N/A
5-year average return
N/A
Number of years up
3
Number of years down
2
Best 1-yr total return (Invalid Date)
22.41%
Worst 1-yr total return (Invalid Date)
-8.40%
Best 3-yr total return
22.41%
Worst 3-yr total return
1.17%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P00015D4U.L
Category
YTD
15.89%
4.87%
1-month
-0.51%
1.45%
3-month
2.91%
4.87%
1-year
24.07%
18.12%
3-year
6.44%
6.82%
5-year
8.52%
11.38%
10-year
0.00%
6.89%
Last bull market
0.00%
0.00%
Last bear market
0.00%
0.00%
Annual total return (%) history
Year
0P00015D4U.L
Category
2021
N/A
N/A
2020
-7.65%
N/A
2019
22.41%
N/A
2018
-8.40%
N/A
2017
12.74%
N/A
2016
13.68%
N/A
2015
N/A
6.91%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2021
5.21%
6.19%
N/A
N/A
2020
-22.37%
10.15%
-1.17%
9.30%
2019
9.82%
2.96%
2.88%
5.24%
2018
-5.79%
7.50%
-0.95%
-8.68%
2017
6.37%
2.36%
1.81%
1.70%
2016
1.93%
2.69%
8.29%
0.29%
2015
-2.73%
-3.06%
6.45%
N/A
Rank in category (by total return)
YTD
57
1-month
37
3-month
32
1-year
82
3-year
55
5-year
63
Load adjusted returns
1-year
19.76%
3-year
4.01%
5-year
7.25%
10-year
N/A
Data disclaimer
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