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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Tony Coffey

Tony Coffey

About Tony Coffey

Tony Coffey is the portfolio manager for a number of Franklin Templeton funds, the largest being the Global Growth & Value Fund. Prior to joining Franklin Templeton, he worked as an associate for Analysis Group Inc. Coffey studied applied mathematics and economics at Harvard University and has an MBA from the University of California at Los Angeles.

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Citywire Rating: + rated

2013

  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NRated Plus in Nov 2014
  • DRated Plus in Dec 2014

Performance

Mixed Assets - Balanced USD
over : 30/11/2013 - 30/11/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.4% -0.3% 1.9%
2013 15.3% 11.3% 0.5% -0.5% 3.5%
2012 11.5% 6.6% -2.9% 3.7% 3.9%
2011 -4.2% 2.0% 2.0% -13.0% 5.9%
2010 12.8% 10.2% -7.5% 5.8% 4.6%

Related News

Franklin Templeton multi-asset CIO exits after 18 years

Brent Smith, chief investment officer in the multi-asset strategies group at Franklin Templeton, has left the firm after 18 years.

Franklin drops Templeton name from fund range

Sir John Templeton’s name has been stripped from 15 funds managed by Franklin Templeton.

Franklin Templeton in triple fund launch

Franklin Templeton Investments has launched three funds focused on gold, corporate bonds and real returns.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.