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Templeton Global Total Return

Ranked 53 out of 114 in - Global over 12 months
All calculations are in GBP

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.

Objective

The Fund's principal investment objective is to maximise, consistent with prudent investment management, total investment return consisting of a combination of interest income, capital appreciation, and currency gains. The Fund seeks to achieve its objective by investing principally in a portfolio of fixed and/or floating-rate debt securities and debt obligations (including investment grade and non-investment grade securities) issued by government and government-related issuers or corporate entities worldwide. The Fund may also purchase debt obligations issued by supranational entities organised or supported by several national governments.

Performance

Global over : 31/10/2013 - 31/10/2014
  • Rank 53/114 Total Return
  • Rank 110/114 Standard Deviation
  • Rank 83/114 Max Drawdown
Fund Name Return
51 Legg Mason Global Multi Strategy Bond A Inc

Currency exposure is hedged

Currency exposure is hedged

4.3%

52 Barclays GA - Global Government Bond M Inc GBP

4.2%

53 Templeton Global Total Return A (Mdis) GBP

Currency exposure is hedged

Currency exposure is hedged

4.2%

54 Royal London International Government Bond B Inc

4.2%

55 AXA WF Global Strategic Bonds F C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

4.1%

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 6.1% -0.8% -0.3% 5.1% 2.1%
2013 1.6% 9.1% -2.7% -5.3% 1.0%
2012 14.4% 5.1% 0.6% 3.8% 4.2%
2011 -0.6% 0.4% 2.4% -5.4% 2.3%
2010 19.4% 14.2% -1.0% 3.0% 2.6%
2009 20.8% 1.5% 0.2% 14.7% 3.5%
2008 32.2% 5.5% -5.5% 6.5% 24.4%
2007 8.5% 1.6% 2.4% 1.1% 3.2%
2006 1.5% 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Cyprus
  6. Czech Republic
  7. Denmark
  8. Estonia
  9. Finland
  10. France
  11. Germany
  12. Gibraltar
  13. Greece
  14. Guernsey
  15. Hong Kong
  16. Hungary
  17. Ireland
  18. Italy
  19. Jersey
  20. Korea
  21. Latvia
  22. Lithuania
  23. Luxembourg
  24. Macau
  25. Netherlands
  26. Norway
  27. Peru
  28. Poland
  29. Portugal
  30. Singapore
  31. Slovakia
  32. Spain
  33. Sweden
  34. Switzerland
  35. Taiwan
  36. Trinidad & Tobago
  37. United Kingdom

Fund Info

  • Launch date23/11/2006
  • Share Class size45Mn
  • Base currencyGBP
  • ISIN LU0274552982
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment3,300
  • Min. additional investment0

Charges

  • Annual management0.8%

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