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Templeton Global Total Return Bond

Ranked 16 out of 113 in - Global over 12 months
All calculations are in GBP

Managed by

John Beck

John Beck joined Franklin Templeton in 1990 and he is currently senior vice president and co-director of international bonds. Over the funds that he manages, John adopts a value-based investment strategy. Prior to joining Franklin Templeton he worked for three years at Saudi International Bank following graduation from Exeter College, Oxford University, where he earned an MA.

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 investment objective is to achieve a total return, over the long-term, from a combination of income, capital growth and currency gains. The Fund intends to achieve its objective by investing primarily in a portfolio of fixed income securities and related derivatives selected from across a broad spectrum of sectors, issuers, countries, currencies, and related markets. The Fund’s investment portfolio may include fixed and floating rate debt securities and debt obligations of governments, government-related, supranational, and corporate entities worldwide. These may be investment grade and non-investment grade securities (including securities in default).

Performance

Global over : 28/02/2014 - 28/02/2015
  • Rank 16/113 Total Return
  • Rank 89/113 Standard Deviation
  • Rank 63/113 Max Drawdown
Fund Name Return
14 Amundi Fds Bond Global Aggregate - RHG (C)

9.7%

15 SEI SGMF Global Fixed Income Hdgd GBP Inst H

Currency exposure is hedged

Currency exposure is hedged

9.6%

16 Templeton Global Total Return Bond A Inc

9.5%

17 Aviva Investors Global Fixed Income Hedged

Currency exposure is hedged

Currency exposure is hedged

9.2%

18 Invesco Bond C Acc GBP

8.7%

Fund Name Loss
61 Waverton Global Bond A GBP

-1.9%

62 CF Canlife Global Bond B Acc

-1.9%

63 Templeton Global Total Return Bond A Inc

-1.9%

63 Schroder ISF Global Credit Dur Hedged GBPH I Acc

Currency exposure is hedged

Currency exposure is hedged

-1.9%

65 Templeton Global Total Return A (Mdis) GBP

Currency exposure is hedged

Currency exposure is hedged

-2.0%

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
2014 5.6% -0.3% 0.1% 3.9% 1.8%
2013 -0.1% 8.8% -3.8% -5.2% 0.6%
2012 14.2% 4.5% 0.5% 4.1% 4.5%
2011 0.0% -0.2% 2.8% -5.1% 2.7%
2010 19.9% 14.1% -1.3% 2.5% 3.9%
2009 16.1% 1.0% -3.1% 13.8% 4.1%
2008 0.6% 13.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/06/2008
  • Share Class size284Mn
  • Base currencyGBP
  • ISIN GB00B2QWKP80

Purchase Info

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

Charges

  • Annual management1.2%
  • Initial investment3

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