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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Edwin Lugo

Edwin Lugo

Showing manager performance globally. You can view performance in individual jurisdictions.

About Edwin Lugo

Edwin Lugo attended Columbia University where he studied Finance. He holds an MBA and the CFA designation. Edwin joined Franklin Templeton Investments in 2006 and has over 16 years of investment experience. Previously, he was with Brown Capital where he was an equity owner and vice president. He was also a vice president, research analyst, and portfolio manager with Templeton from 1996 to 2002. Edwin is a board member of the College Bound Foundation and an alumnus of the Robert A. Toigo Foundation.

Are you Edwin Lugo?

Citywire Rating: + rated

2009

  • JRated AAA in Jan 2009
  • FRated AAA in Feb 2009
  • MRated AAA in Mar 2009
  • ARated AAA in Apr 2009
  • MRated AAA in May 2009
  • JRated AAA in Jun 2009
  • JRated AAA in Jul 2009
  • ARated AA in Aug 2009
  • SRated A in Sep 2009
  • ORated A in Oct 2009
  • NRated AA in Nov 2009
  • DRated AA in Dec 2009

2010

  • JRated AA in Jan 2010
  • FRated AA in Feb 2010
  • MRated AAA in Mar 2010
  • ARated AA in Apr 2010
  • MRated AA in May 2010
  • JRated AA in Jun 2010
  • JRated AAA in Jul 2010
  • ARated AA in Aug 2010
  • SRated AAA in Sep 2010
  • ORated AA in Oct 2010
  • NRated AA in Nov 2010
  • DRated AA in Dec 2010

2011

  • JRated AA in Jan 2011
  • FRated A in Feb 2011
  • MRated A in Mar 2011
  • ARated A in Apr 2011
  • MRated A in May 2011
  • JRated A in Jun 2011
  • JRated A in Jul 2011
  • ARated A in Aug 2011
  • SRated A in Sep 2011
  • ORated A in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated Plus in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated Plus in Sep 2014
  • ORated Plus in Oct 2014
  • NRated Plus in Nov 2014
  • DRated Plus in Dec 2014

2015

  • JNot rated in Jan 2015
  • FRated Plus in Feb 2015
  • MRated Plus in Mar 2015
  • ARated Plus in Apr 2015
  • MRated Plus in May 2015
  • JRated Plus in Jun 2015
  • JRated Plus in Jul 2015

Performance

over : 30/06/2014 - 30/06/2015

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 7.1% 1.1%
2014 -10.7% 0.8% 2.2% -9.1% -4.8%
2013 36.6% 7.0% 1.3% 18.5% 6.3%
2012 29.8% 13.1% -8.1% 13.0% 10.5%
2011 -14.3% 0.8% -0.8% -15.5% 1.3%
2010 14.7% 9.2%

Related News

Time to trim EU periphery plays, says small cap star Lugo

Franklin Templeton’s Citywire A-rated manager has cut holdings in Greece, Italy and Spain and is looking to use capital to tap US insurers.

Franklin Templeton’s small cap star Lugo moves into Irish real estate

The top global small cap manager is betting on the country’s real estate market to rise as the eurozone returns to growth.

Revealed: the two most consistent global small cap managers

Citywire Global scans the data to find the standout performers who beat the average manager in each of the past five years.

Franklin Templeton soft-closes top European small & mid cap fund

US asset management giant opts to close former star manager's strategy, Citywire Global can reveal. 

Small cap manager quits Franklin Templeton for Pioneer

Asset management firm seeks to strengthen global equities team with new appointment for Boston-based operation.

On the podium: top performing managers revealed

Charting the best since the 2008 Beijing Olympics, Citywire Global brings you the top European and Global managers of the past four years.

Euro Stars of the week: multi-tasking managers revealed

VIDEO: In this latest edition we take a look at managers who have earned their Eurostars rating running multiple funds in the European equities category.

Franklin Templeton replaces AAA-rated Lugo on Euro Growth fund

Michael Clements has taken over the running of the Franklin European Growth fund from his New York-based colleague Edwin Lugo.

Top ten European equity managers since the fall of Lehman

In the second of our series looking at the top performing fund managers in the turbulent two years since the fall of Lehman Brothers, we focus on the European equity sector.

The strategies selectors are backing: part two

Francisco García Paramés from Bestinver, Edwin Lugo from Franklin Templeton and Nicolas Simar from ING are among the top fund manager picks in the second part of our series

...more...
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.