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Templeton Latin America

Ranked 24 out of 41 in - Latin America over 12 months
All calculations are in GBP unless stated

Managed by

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 : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 12.6% -5.0% 10.8%
2016 47.8% 18.1% 16.1% 7.5% 0.2%
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. Peru
  25. Poland
  26. Portugal
  27. Singapore
  28. Slovakia
  29. South Africa
  30. Spain
  31. Sweden
  32. Switzerland
  33. Taiwan
  34. United Kingdom

Fund Info

  • Launch date28/02/1991
  • Share Class size816Mn
  • Base currencyUSD
  • ISIN LU0029865408

Purchase Info

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

Charges

  • Annual management1.40%

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