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Templeton Global Bond

Ranked 68 out of 110 in - Global over 12 months
All calculations are in GBP

Managed by

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.

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.

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.

Performance

Global over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 3.8% -0.1% -0.2% 4.1%
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%
2005 4.1% 4.1%

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. Ireland
  17. Italy
  18. Jersey
  19. Korea
  20. Latvia
  21. Lithuania
  22. Luxembourg
  23. Macau
  24. Netherlands
  25. Norway
  26. Peru
  27. Poland
  28. Portugal
  29. Singapore
  30. Slovakia
  31. Spain
  32. Sweden
  33. Switzerland
  34. Taiwan
  35. Trinidad & Tobago
  36. United Kingdom

Fund Info

  • Launch date25/10/2005
  • Share Class size72Mn
  • Base currencyGBP
  • ISIN LU0229943369

Purchase Info

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

Charges

  • Annual management0.8%

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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 GBP).