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Templeton Global Emerging Markets

Ranked 105 out of 144 in - Global Emerging Markets over 12 months
All calculations are in GBP

Managed by

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.

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 signi¿cant proportion of their revenues or pro¿ts from, or have a signi¿cant portion of their assets in emerging economies that the Investment Adviser has identi¿ed as trading at a signi¿cant discount to an estimate of their long-term underlying worth.

Performance

Global Emerging Markets over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 5.4% -3.9% 8.9% 0.8%
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 13.2% -1.4% 6.7% 7.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2014

Top 10 Holdings

Stock Size
Brilliance China Automotive Holdings Ltd ORD 8.70
Dairy Farm International Holdings Ltd ORD 5.03
MCB Bank Ltd ORD 4.97
Hyundai Development Co Engineering & Construction ORD 4.49
NK Lukoil OAO DR 4.37
Impala Platinum Holdings Ltd ORD 3.85
CNOOC Ltd ORD 3.81
Yandex NV ORD 3.64
Gazprom OAO DR 3.63
Trubnaya Metallurgicheskaya Kompaniya OAO DR 3.44
30/06/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/03/2004
  • Share Class size14Mn
  • Base currencyGBP
  • ISIN GB0034009190

Purchase Info

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

Charges

  • Annual management1.8%
  • Initial investment5

Related News

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 GBP).