Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Templeton Global Total Return Bond

Ranked 2 out of 139 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Sonal Desai

Sonal Desai, PhD, is a portfolio manager and director of research for the Franklin Templeton Fixed Income Group's international bond department. She is responsible for shaping the research agenda of the international bond department and providing macroeconomic analysis to the fixed income team. This includes facilitating broader research efforts leveraging the fixed income group's local resources across global markets. Dr. Desai acts as a key resource for the firm's Fixed Income Policy Committee, which provides policy views on sectors, markets and currencies. Dr. Desai has over 18 years of experience in the financial sector. She joined Franklin Templeton in 2009 from Thames River Capital in London, where she was responsible for shaping the top-down global view on macroeconomic and market developments. She started her career as an assistant professor of economics at the University of Pittsburgh, and then worked for over six years at the International Monetary Fund, in Washington DC. She was involved in the negotiation and monitoring of IMF programs in several emerging market countries and in the assessment of the overall design and effectiveness of IMF adjustment programs. Dr. Desai holds a PhD in economics from Northwestern University and earned a BA with honours from Delhi University in New Delhi.

Michael Hasenstab

Michael Hasenstab holds a Ph.D. in economics from the Asia Pacific School of Economics and Management at Australian National University. He has earned a master's degree in economics of development from the Australian National University and a B.A. in international relations/political economy from Carleton College in the United States. Michael joined Franklin Templeton Investments in July 1995 and since 2001 he is senior vice president, portfolio manager and co-director of the international bond department.


The Fund's investment objective is to achieve a total return, over the long-term, from a combination of income, capital growth and currency gains. The Fund intends to achieve its objective by investing primarily in a portfolio of fixed income securities and related derivatives selected from across a broad spectrum of sectors, issuers, countries, currencies, and related markets. The Fund's investment portfolio may include fixed and floating rate debt securities and debt obligations of governments, government-related, supranational, and corporate entities worldwide. These may be investment grade and non-investment grade securities (including securities in default).

Showing fund performance in United Kingdom View performance globally


Global over : 31/12/2015 - 31/12/2016
  • Rank 2/139 Total Return
  • Rank 116/139 Standard Deviation
  • Rank 96/139 Max Drawdown
Fund Name Currency Return
1 Legg Mason WA HY Credit Energy Inst GBP QH

Currency exposure is hedged

Currency exposure is hedged



2 Templeton Global Total Return Bond A Inc GBP


3 M&G Global Government Bond A Inc GBP


4 Dodge & Cox Worldwide Global Bond GBP Dist GBP


5 Pioneer SICAV Strategic Income N No Dis GBP

Currency exposure is hedged

Currency exposure is hedged



Fund Name Currency Loss
94 JPM Global ex-UK Bond A Acc GBP


95 Russell IC Global Credit GBPH-U Income

Currency exposure is hedged

Currency exposure is hedged



96 Templeton Global Total Return Bond A Inc GBP


97 Legg Mason Brandywine Glo Credit Opps GBP Acc Hgd

Currency exposure is hedged

Currency exposure is hedged



98 M&G Global Macro Bond A Inc GBP


Total Return

Quarterly Performance

to 30/12/2016 Annual Q1 Q2 Q3 Q4
2016 28.9% 5.1% 6.1% 3.7% 11.5%
2015 -0.1% 5.1% -5.6% -3.0% 3.9%
2014 5.6% -0.3% 0.1% 3.9% 1.8%
2013 -0.1% 8.8% -3.8% -5.2% 0.6%
2012 14.2% 4.5% 0.5% 4.1% 4.5%
2011 0.0% -0.2% 2.8% -5.1% 2.7%
2010 19.9% 14.1% -1.3% 2.5% 3.9%
2009 16.1% 1.0% -3.1% 13.8% 4.1%
2008 0.6% 13.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. United Kingdom

Fund Info

  • Launch date02/06/2008
  • Share Class size331Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0


  • Annual management1.20%

Related News

Fund managers seek stability as sterling suffers post-Brexit slump

In the wake of the referendum vote, portfolio managers have been rotating from equities to bonds, and from UK bonds and equities to those of North America

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