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

Templeton Global Bond

Ranked 121 out of 121 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 : 30/04/2015 - 30/04/2016
  • Rank 121/121 Total Return
  • Rank 108/121 Standard Deviation
  • Rank 120/121 Max Drawdown
Fund Name Currency Return
117 Old Mutual Global Strategic Bond A Inc GBP

-4.8%

118 Nomura Funds Ireland-Global Dynamic Bond ID GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.3%

119 Legg Mason Brandywine Glo Credit Opps GBP Acc Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.7%

120 BNY Mellon Global Opportunistic Bond I GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.0%

121 Templeton Global Bond A (Mdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.8%

Fund Name Currency Risk
106 Invesco Perpetual Glbl Financial Cap Acc GBP

8.9

107 Baring International Bond A GBP Inc GBP

9.0

108 Templeton Global Bond A (Mdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

9.0

109 Threadneedle Global Bond Ret Net Inc GBX GBP

9.1

110 MGI Global Bond I-1 GBP GBP

9.2

Fund Name Currency Loss
117 Calamos Global High Income I GBP Dis GBP

-8.9%

118 Legg Mason IF Western Asst Glo MultiStrat Bd A Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-9.1%

119 Legg Mason Brandywine Glo Credit Opps GBP Acc Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-9.5%

120 Templeton Global Bond A (Mdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.2%

121 Aberdeen Global High Yield Bond Fund A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.3%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -1.1%
2015 -4.9% 0.3% -0.5% -7.3% 2.7%
2014 1.6% 0.7% 2.3% 0.6% -2.0%
2013 1.5% 1.6% -2.9% 0.8% 2.1%
2012 16.3% 7.4% -1.1% 5.3% 4.0%
2011 -3.2% 1.8% 2.3% -8.0% 1.1%
2010 11.9% 6.6% -2.8% 6.5% 1.4%
2009 18.3% 0.3% 7.2% 7.3% 2.5%
2008 11.0% 7.2% -4.5% 1.8% 6.7%
2007 1.6%

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. Hong Kong
  14. Hungary
  15. Ireland
  16. Jersey
  17. Latvia
  18. Lithuania
  19. Luxembourg
  20. Macau
  21. Netherlands
  22. Norway
  23. Poland
  24. Portugal
  25. Singapore
  26. Slovakia
  27. Spain
  28. Sweden
  29. Switzerland
  30. United Kingdom

Fund Info

  • Launch date03/09/2007
  • Share Class size45Mn
  • Base currencyGBP
  • ISIN LU0316492692
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.75%

Related News

Hasenstab: the three biggest risks facing China

In comments made before the currency devaluation, the blockbuster bond manager highlighted the three largest concerns for the country.

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

VIDEO: In the second part of our exclusive interview, Franklin Templeton's bond star outlines how the difficulties in Eastern Europe can be resolved.

Michael Hasenstab's top emerging market debt bets

Franklin Templeton's bond star reveals the opportunities he is finding in EMD and why China's reforms are crucial for the RMB's future.

Hasenstab on the big yen-dollar arbitrage opportunity

The manager of the £31 billion Templeton Global Bond fund unveils how he is positioning for rising rates.

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).