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Templeton Global Total Return

Ranked 3 out of 9 in - Global Flexible over 12 months
All calculations are in EUR 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 Malta View performance globally

Performance

Global Flexible over : 31/08/2017 - 31/08/2018
  • Rank 3/9 Total Return
  • Rank 9/9 Standard Deviation
  • Rank 8/9 Max Drawdown
Fund Name Currency Return
1 Schroder ISF Global Credit Income EUR Hgd A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

2 Schroder ISF Global Multi Credit I Acc Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.4%

3 Templeton Global Total Return I (Mdis) EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

4 Kames Strategic Global Bond A Inc EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.8%

5 BGF Fixed Income Gbl Opportunities E2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.4%

Fund Name Currency Risk
5 Schroder ISF Global Credit Income EUR Hgd A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

6 Schroder ISF Global Multi Credit I Acc Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.4

7 Legg Mason WA Global Multi Strat A Acc H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.6

8 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

4.1

9 Templeton Global Total Return I (Mdis) EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

8.3

Fund Name Currency Loss
5 Fidelity Funds - Flex Bond A-ACC-EUR (EUR/GBP) H

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

6 BGF Fixed Income Gbl Opportunities E2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

7 Schroder ISF Strategic Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.5%

8 Templeton Global Total Return I (Mdis) EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.9%

9 Legg Mason WA Global Multi Strat A Acc H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1% 0.7%
2017 -8.7% 3.5% -7.2% -1.9% -3.1%
2016 10.0% -5.9% 2.1% -1.6% 16.3%
2015 5.6% 12.6% -4.2% -7.5% 5.8%
2014 13.9% -0.2% 3.2% 8.0% 2.4%
2013 -0.1% 5.2% -3.9% -2.9% 1.9%
2012 18.1% 5.2% 4.1% 5.5% 2.3%
2011 2.8% -2.4% 0.2% -0.4% 5.5%
2010 24.1% 13.9% 7.8% -2.7% 3.9%
2009 31.0% 5.2% 8.9% 7.0% 7.0%
2008 2.1% -2.4% -4.6% 6.5% 3.0%
2007 0.0% 1.0% 3.2% -2.2% -1.9%
2006 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Cyprus
  5. Czech Republic
  6. Denmark
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Hungary
  13. Ireland
  14. Italy
  15. Jersey
  16. Latvia
  17. Liechtenstein
  18. Lithuania
  19. Luxembourg
  20. Malta
  21. Netherlands
  22. Norway
  23. Peru
  24. Poland
  25. Portugal
  26. Singapore
  27. Slovakia
  28. Spain
  29. Sweden
  30. Switzerland
  31. United Arab Emirates
  32. United Kingdom

Fund Info

  • Launch date01/09/2006
  • Share Class size11Mn
  • Base currencyUSD
  • ISIN LU0260865075
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0.00%

Related News

Franklin Templeton names Sonal Desai as fixed income CIO

Research director drops role on Hasenstab funds to assume senior post.

Michael Hasenstab axes all Eastern European bets

Bond giant shifts away from CEE investments based on 'social cohesion’ fears.

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