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Templeton Global Total Return

Ranked 6 out of 139 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 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.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/12/2015 - 31/12/2016
  • Rank 6/139 Total Return
  • Rank 111/139 Standard Deviation
  • Rank 59/139 Max Drawdown
Fund Name Currency Return
4 Dodge & Cox Worldwide Global Bond GBP Dist GBP

28.8%

5 Pioneer SICAV Strategic Income N No Dis GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

27.6%

6 Templeton Global Total Return A (Mdis) GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

26.7%

7 John Hancock Strategic Inc Opportunities W Dis GBP GBP

25.6%

8 M&G Global Macro Bond A Inc GBP

25.0%

Fund Name Currency Risk
109 Old Mutual Global Bond A GBP Inc GBP

13.2

110 L&G Multi-Strategy Credit Z GBP Acc GBP

13.4

111 Templeton Global Total Return A (Mdis) GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

13.5

112 Templeton Global Bond A (Mdis) GBP GBP

14.0

113 Invesco Bond C Acc GBP GBP

14.2

113 Legg Mason BW Global Sov Crdt BW Pr GBP Acc Hdg AH

Currency exposure is hedged

Currency exposure is hedged

GBP

14.2

Fund Name Currency Loss
57 PIMCO GIS Diversified Income Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.6%

58 Goldman Sachs Glo FI Plus Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.6%

59 Templeton Global Total Return A (Mdis) GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.6%

60 Royal London Global Bond Opportunities Fund Z GBP GBP

-2.7%

61 Loomis Sayles Global Opportunistic Bond Fd HSD GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.7%

Total Return

Quarterly Performance

to 30/12/2016 Annual Q1 Q2 Q3 Q4
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. Bahrain
  3. Belgium
  4. Cyprus
  5. Czech Republic
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Germany
  11. Gibraltar
  12. Greece
  13. Guernsey
  14. Hungary
  15. Ireland
  16. Italy
  17. Jersey
  18. Latvia
  19. Lithuania
  20. Luxembourg
  21. Netherlands
  22. Norway
  23. Peru
  24. Poland
  25. Portugal
  26. Singapore
  27. Slovakia
  28. Spain
  29. Sweden
  30. Switzerland
  31. United Kingdom

Fund Info

  • Launch date23/11/2006
  • Share Class size26Mn
  • Base currencyGBP
  • ISIN LU0274552982
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.75%

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