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Templeton Global Total Return

Ranked 113 out of 120 in - Global over 12 months
All calculations are in GBP

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.


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 and/or floating-rate debt securities and debt obligations (including investment grade and non-investment grade securities) issued by government and government-related issuers or corporate entities worldwide. The Fund may also purchase debt obligations issued by supranational entities organised or supported by several national governments.


Global over : 31/10/2014 - 31/10/2015
  • Rank 113/120 Total Return
  • Rank 91/120 Standard Deviation
  • Rank 119/120 Max Drawdown
Fund Name Return
111 Legg Mason WA Global Multi Strat Pr Dis M H GBP

Currency exposure is hedged

Currency exposure is hedged


112 PFS TwentyFour Monument Bond A Acc


113 Templeton Global Total Return A (Mdis) GBP

Currency exposure is hedged

Currency exposure is hedged


114 PIMCO GIS Diversified Income Dur Hdg I GBP H Acc

Currency exposure is hedged

Currency exposure is hedged


115 Schroder ISF Strategic Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged


Fund Name Loss
116 Newton International Bond GBP Inc


117 LM Brandywine Glo Fxd Inc Fd A Dis (S) (AH)£

Currency exposure is hedged

Currency exposure is hedged


118 Templeton Global Bond A (Mdis) GBP


119 Templeton Global Total Return A (Mdis) GBP

Currency exposure is hedged

Currency exposure is hedged


120 Nikko AM World Bank Green A GBP


Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 5.0% -6.2% -3.9%
2014 5.9% -0.8% -0.3% 5.1% 1.9%
2013 1.6% 9.1% -2.7% -5.3% 1.0%
2012 14.4% 5.1% 0.6% 3.8% 4.2%
2011 -0.6% 0.4% 2.4% -5.4% 2.3%
2010 19.4% 14.2% -1.0% 3.0% 2.6%
2009 20.8% 1.5% 0.2% 14.7% 3.5%
2008 32.2% 5.5% -5.5% 6.5% 24.4%
2007 8.5% 1.6% 2.4% 1.1% 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Cyprus
  5. Czech Republic
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Germany
  11. Gibraltar
  12. Greece
  13. Guernsey
  14. Jersey
  15. Korea
  16. Latvia
  17. Lithuania
  18. Luxembourg
  19. Netherlands
  20. Norway
  21. Peru
  22. Poland
  23. Portugal
  24. Singapore
  25. Slovakia
  26. Spain
  27. Sweden
  28. Switzerland
  29. Trinidad & Tobago
  30. United Kingdom

Fund Info

  • Launch date23/11/2006
  • Share Class size37Mn
  • Base currencyGBP
  • ISIN LU0274552982
  • Currency exposure is hedged

Purchase Info

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


  • Annual management0.75%
  • Initial investment5

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