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Templeton Latin America

Ranked 11 out of 42 in - Latin America over 12 months
All calculations are in GBP unless stated

Managed by

Mark Mobius

Mark Mobius graduated from Boston University with a Masters degree in economics and political science and from MIT with a PhD. He has spent more than 40 years working in emerging markets all over the world and joined Franklin Templeton Investments in 1987 as president of the Templeton Emerging Markets Fund. In 1999 he was appointed joint chairman of the Global Corporate Governance Forum Investor Responsibility Taskforce of the World Bank and Organization for Economic Cooperation and Development. Mark has been managing funds for over 24 years.

Gustavo Stenzel

Gustavo Stenzel is an executive vice president, managing director Brazil, and the director of Latin American Strategy for the Templeton Emerging Markets Group at Franklin Templeton Investments. Prior to joining Franklin Templeton in 1998, Stenzel was a business analyst for Incotel and Exxon in Brazil. He entered the financial services industry in 1998. Stenzel holds an M.B.A. from the University of Minnesota, Minneapolis and a B.S. in production engineering from the Universidade Federal do Rio de Janeiro. He is a Chartered Financial Analyst (CFA) charterholder. Stenzel speaks English, German, Spanish and Portuguese.

Objective

The Fund's investment objective is capital appreciation. The Fund seeks to achieve its objective, under normal market conditions, through a policy of investing primarily in equity securities and as an ancillary matter in debt securities of issuers incorporated or having their principal business activities in the Latin American region. The balance of the Fund's net assets may be invested in equity securities and debt obligations of companies and government entities of countries other than those named above. The base currency of the Fund is US dollar.

Showing fund performance in United Kingdom View performance globally

Performance

Latin America over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 18.1% 16.1%
2015 -24.4% -4.0% -5.7% -18.2% 2.1%
2014 -13.0% -1.8% 1.2% -2.9% -9.9%
2013 -18.6% 3.5% -15.5% -1.8% -5.2%
2012 6.0% 11.1% -11.9% 0.5% 7.8%
2011 -22.0% -5.6% -1.8% -24.1% 10.9%
2010 21.9% 8.8% -9.6% 14.5% 8.2%
2009 79.2% 3.0% 21.3% 29.0% 11.3%
2008 -31.7% -3.0% 10.2% -19.9% -20.3%
2007 37.3% 4.3% 16.9% 5.6% 6.7%
2006 35.0% 16.3% -8.4% 6.2% 19.4%
2005 54.1% -1.4% 12.8% 29.1% 7.3%
2004 39.9% 7.7% -5.6% 20.0% 14.6%
2003 53.7% 2.0% 19.9% 9.4% 14.8%
2002 -28.3% 11.2% -24.8% -25.0% 14.3%
2001 -0.7% 5.0% 7.9% -29.3% 24.0%
2000 -22.1% -2.0% -4.4% -4.4% -13.1%
1999 48.9% 18.7% 12.8% -17.8% 35.3%
1998 -37.7% -0.2% -19.2% -30.3% 10.7%
1997 23.1% 16.5% 10.5% 15.5% -17.2%
1996 -6.5%

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. Germany
  10. Gibraltar
  11. Greece
  12. Guernsey
  13. Hong Kong
  14. Hungary
  15. Ireland
  16. Italy
  17. Jersey
  18. Latvia
  19. Lithuania
  20. Luxembourg
  21. Macau
  22. Netherlands
  23. Norway
  24. Poland
  25. Portugal
  26. Singapore
  27. Slovakia
  28. South Africa
  29. Spain
  30. Sweden
  31. Switzerland
  32. Taiwan
  33. United Kingdom

Fund Info

  • Launch date28/02/1991
  • Share Class size775Mn
  • Base currencyUSD
  • ISIN LU0029865408

Purchase Info

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

Charges

  • Annual management1.40%

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