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Templeton Global Total Return Bond

Ranked 72 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.

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.

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.

Performance

Global over : 31/08/2013 - 31/08/2014
  • Rank 72/110 Total Return
  • Rank 100/110 Standard Deviation
  • Rank 82/110 Max Drawdown
Fund Name Risk
99 Invesco Bond C Acc GBP

1.8

100 Templeton Global Total Return Bond A Inc

1.8

101 MGI Global Bond I-1 GBP

1.9

102 Templeton Global Total Return A (Mdis) GBP

Currency exposure is hedged

Currency exposure is hedged

1.9

Fund Name Loss
82 Templeton Global Total Return Bond A Inc

-4.5%

83 Old Mutual Global Strategic Bond GBP A Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

-4.5%

84 Templeton Global Bond A (Mdis) GBP

-4.6%

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 2.6% -0.3% 0.1% 2.7%
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 12.5% -1.1% 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 size276Mn
  • Base currencyGBP
  • ISIN GB00B2QWKP80

Purchase Info

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

Charges

  • Annual management1.2%

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