Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Templeton Global Total Return

Ranked 118 out of 119 in - Global over 12 months
All calculations are in GBP unless stated

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.

Objective

The Funds 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.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2017 - 31/03/2018
  • Rank 118/119 Total Return
  • Rank 92/119 Standard Deviation
  • Rank 118/119 Max Drawdown
Fund Name Currency Return
115 Nikko AM World Bank Green A GBP GBP

-7.7%

116 JHWI Short Duration Credit Opportunities W Dis GBP GBP

-8.4%

117 Oasis Crescent Global Income E GBP Inc GBP

-8.4%

118 Templeton Global Total Return A (Mdis) GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.5%

119 Templeton Global Total Return Bond W Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-11.1%

Fund Name Currency Risk
90 BlueBay Financial Capital Bond C GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

6.3

91 Fidelity UK Investment Grade Long Credit Acc GBP

6.4

92 Templeton Global Total Return A (Mdis) GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

6.4

93 M&G Global Government Bond A Inc GBP

6.6

94 LF Canlife Global Bond B Acc GBP

6.6

Fund Name Currency Loss
115 JHWI Short Duration Credit Opportunities W Dis GBP GBP

-8.7%

116 Oasis Crescent Global Income E GBP Inc GBP

-9.0%

117 Nikko AM World Bank Green A GBP GBP

-9.0%

118 Templeton Global Total Return A (Mdis) GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-11.7%

119 Templeton Global Total Return Bond W Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-12.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4%
2017 -5.5% 3.0% -4.5% -1.5% -2.4%
2016 26.7% 0.9% 7.2% 2.3% 14.4%
2015 -0.2% 5.0% -6.2% -3.9% 5.4%
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. Cyprus
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Georgia
  10. Germany
  11. Greece
  12. Hungary
  13. Ireland
  14. Jersey
  15. Latvia
  16. Lithuania
  17. Luxembourg
  18. Malta
  19. Mexico
  20. Netherlands
  21. Norway
  22. Poland
  23. Portugal
  24. Singapore
  25. Slovakia
  26. Spain
  27. Sweden
  28. Switzerland
  29. United Kingdom

Fund Info

  • Launch date23/11/2006
  • Share Class size33Mn
  • Base currencyUSD
  • ISIN LU0274552982
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%

Related News

Hasenstab: Europe has averted 'Lehman Two'

Markets have gone 'way too far' in their reaction to the eurozone crisis says Templeton’s bond star - but further QE will ensure Asia will win out. 

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