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Templeton Global Bond

Ranked 33 out of 135 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.

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 or floating-rate debt securities (including non-investment grade securities) and debt obligations issued by government or government-related issuers worldwide.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/10/2015 - 31/10/2016
  • Rank 33/135 Total Return
  • Rank 132/135 Standard Deviation
  • Rank 108/135 Max Drawdown
Fund Name Currency Return
31 Old Mutual Global Bond A GBP Inc GBP

27.1%

32 Templeton Global Total Return A (Mdis) GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

26.5%

33 Templeton Global Bond A (Mdis) GBP GBP

24.7%

34 Legg Mason BW Global Sov Crdt BW Pr GBP Acc Hdg AH

Currency exposure is hedged

Currency exposure is hedged

GBP

23.9%

35 Marlborough Global Bond Inc GBP

20.8%

Fund Name Currency Loss
106 CMI (Lux) Global Bond GBP

-3.3%

107 Morgan Stanley Global Fixed Income Opps ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.4%

108 Henderson Overseas Bond I Net Acc GBP

-3.4%

108 Templeton Global Bond A (Mdis) GBP GBP

-3.4%

110 Baring International Bond A GBP Inc GBP

-3.4%

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 1.4% 6.4% 1.4%
2015 0.1% 5.2% -6.0% -3.9% 5.3%
2014 7.4% -0.1% -0.2% 5.8% 1.9%
2013 -0.7% 8.3% -3.1% -5.2% -0.1%
2012 11.2% 4.4% 0.9% 2.3% 3.3%
2011 -2.8% -0.9% 2.2% -5.3% 1.4%
2010 15.7% 12.6% -0.9% 1.6% 2.1%
2009 7.4% 1.7% -5.9% 10.6% 1.6%
2008 46.0% 6.9% -5.7% 12.8% 28.3%
2007 9.3% 1.4% 1.3% 1.8% 4.5%
2006 -0.7% 2.3% -4.1% 0.8% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Guernsey
  13. Hungary
  14. Ireland
  15. Italy
  16. Jersey
  17. Korea
  18. Latvia
  19. Lithuania
  20. Luxembourg
  21. Netherlands
  22. Norway
  23. Poland
  24. Portugal
  25. Singapore
  26. Slovakia
  27. Spain
  28. Sweden
  29. Switzerland
  30. United Kingdom

Fund Info

  • Launch date25/10/2005
  • Share Class size38Mn
  • Base currencyGBP
  • ISIN LU0229943369

Purchase Info

  • Min. initial investment3,500
  • Min. regular additional investment0

Charges

  • Annual management0.75%

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Hasenstab: how we can solve this 'horrible' Ukraine crisis

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Michael Hasenstab's top emerging market debt bets

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Hasenstab on the big yen-dollar arbitrage opportunity

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Templeton's $35 bn global bond star: yuan can usurp dollar

The best opportunities in bonds lie away from western markets, in Asian currencies, Templeton's $35 billion global bond manager Michael Hasenstab has told Citywire.

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