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Templeton Global Emerging Markets

Ranked 81 out of 266 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Carlos Hardenberg

Carlos Hardenberg is senior vice president and the Director of Frontier Markets Strategy for the Templeton Emerging Markets Group at Franklin Templeton Investments. In this capacity, he is responsible for setting the overall strategy for his respective area, providing guidance and thought leadership, coordinating appropriate resources and coverage, and leveraging the group's expertise to add value across products within the strategy. Prior to joining Franklin Templeton in 2002, Mr. Hardenberg was an analyst in the Corporate Finance Department for Bear Stearns International in London. He entered the financial services industry in 1999. Mr. Hardenberg holds a M.Sc., with distinction in investment management from London City University Business School (UK) and a B.Sc., with honours in business studies from the University of Buckingham (UK). He speaks German, English and Spanish.

Mark Mobius

Mark Mobius graduated from Boston University with a Masters degree in economics and political science and from MIT with a PhD. He has spent more than 40 years working in emerging markets all over the world and joined Franklin Templeton Investments in 1987 as president of the Templeton Emerging Markets Fund. In 1999 he was appointed joint chairman of the Global Corporate Governance Forum Investor Responsibility Taskforce of the World Bank and Organization for Economic Cooperation and Development. Mark has been managing funds for over 24 years.

Chetan Sehgal

Chetan Sehgal is an executive vice president and the director of Global Emerging Markets and Small Cap Strategies for the Templeton Emerging Markets Group. In this capacity, he is responsible for strengthening the overall Global Emerging Markets and Small Cap strategies, providing guidance and thought leadership, coordinating appropriate resources and coverage, and leveraging the group's expertise to add value across products within the strategies. Prior to joining Franklin Templeton, Mr. Sehgal was a senior ratings analyst for the Credit Rating Information Services of India, Ltd. Mr. Sehgal earned a BE mechanical (honors) from University of Bombay and a post-graduate diploma in management from the Indian Institute of Management in Bangalore, where he specialized in finance and business policy and graduated as an institute scholar. Mr. Sehgal speaks English and Hindi and is a CFA charterholder.

Objective

The Fund aims to provide long-term capital growth by investing primarily in emerging market equities. The investment policy, and the general nature of the portfolio, is to invest primarily in the equity or equity related securities of companies domiciled in emerging nations and/or companies which derive a signicant proportion of their revenues or prots from, or have a signicant portion of their assets in emerging economies that the Investment Adviser has identied as trading at a signicant discount to an estimate of their long-term underlying worth.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 11.4% 1.6%
2016 39.6% 9.3% 11.1% 13.5% 1.3%
2015 -16.2% 2.4% -8.2% -15.3% 5.3%
2014 -5.0% -3.9% 8.9% 0.8% -9.9%
2013 -14.9% -2.2% -14.0% 5.2% -3.8%
2012 8.6% 12.1% -12.1% 4.5% 5.4%
2011 -28.5% -3.4% -2.0% -25.3% 1.1%
2010 16.3% 7.4% -12.2% 11.1% 11.0%
2009 71.2% 1.7% 21.0% 25.8% 10.6%
2008 -40.8% -18.5% -1.1% -18.3% -10.1%
2007 35.5% 0.3% 14.8% 17.7% -0.1%
2006 15.5% 11.3% -9.4% 2.6% 11.5%
2005 42.8% 4.2% 8.5% 16.0% 8.8%
2004 -1.4% 6.7% 7.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2017

Top 10 Holdings

Stock Size
Naspers Ltd ORD 6.92
Brilliance China Automotive Holdings Ltd ORD 6.87
Samsung Electronics Co Ltd ORD 6.69
Taiwan Semiconductor Manufacturing Co Ltd ORD 4.28
Cash and Other Assets 3.98
Mahle Metal Leve SA ORD 3.75
Alibaba Group Holding Ltd DR 2.51
Tata Motors Ltd ORD 2.47
Bajaj Holdings and Investment Ltd ORD 2.18
ICICI Bank Ltd ORD 2.14
31/03/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/03/2004
  • Share Class size30Mn
  • Base currencyGBP
  • ISIN GB0034009190

Purchase Info

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

Charges

  • Annual management1.75%
  • Initial investment5

Related News

Mobius' successors named for Templeton GEM fund

Carlos Hardenberg and Chetan Sehgal step up as Mark Mobius steps down.

Franklin drops Templeton name from fund range

Sir John Templeton’s name has been stripped from 15 funds managed by Franklin Templeton.

Mobius: EMs can lead the way on tech innovation

The veteran investor says the developing world can shed ‘fast follower’ tag and also reveals the countries currently on his black list.

Mobius: Hungary will not go the way of Greece

Franklin Templeton's emerging markets veteran Mark Mobius says fears that troubled Hungary is the next Greece are overdone and he is eyeing eastern European buying opportunities.

Mobius remains bullish on oil firms

Franklin Templeton Investments' veteran emerging markets manager Mark Mobius remains unspooked by the slump in the oil price and believes that energy companies can still deliver over the longer term.

Mobius picks South Africa as most attractive market

Franklin Templeton's veteran emerging market stock-picker Mark Mobius says he is excited by the valuations in Turkey and, particularly, South Africa.

Sectorwatch: Shaftan encouraged by Russian theme

Global Emerging markets have performed admirably over the past year with the market split between global managers and those favouring European emerging markets.

Sector Watch: Inconsistency in Emerging Markets

The Global Emerging Market sector has once again proved to be an unpredictable hunting ground for fund managers; though many are able to make quick returns, finding consistency remains much harder to achieve.

Mobius and Hughes favour Far East

Far East emerging markets are top of the agenda following the summer's setback, according to two experts.

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