Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Templeton BRIC

Ranked 10 out of 654 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

Carlos Hardenberg

Carlos Hardenberg is senior vice president and the Director of Frontier Markets Strategy for the Templeton Emerging Markets Group at Franklin Templeton Investments. In this capacity, he is responsible for setting the overall strategy for his respective area, providing guidance and thought leadership, coordinating appropriate resources and coverage, and leveraging the group's expertise to add value across products within the strategy. Prior to joining Franklin Templeton in 2002, Mr. Hardenberg was an analyst in the Corporate Finance Department for Bear Stearns International in London. He entered the financial services industry in 1999. Mr. Hardenberg holds a M.Sc., with distinction in investment management from London City University Business School (UK) and a B.Sc., with honours in business studies from the University of Buckingham (UK). He speaks German, English and Spanish.

Chetan Sehgal

Chetan Sehgal is an executive vice president and the director of Global Emerging Markets and Small Cap Strategies for the Templeton Emerging Markets Group. In this capacity, he is responsible for strengthening the overall Global Emerging Markets and Small Cap strategies, providing guidance and thought leadership, coordinating appropriate resources and coverage, and leveraging the group's expertise to add value across products within the strategies. Prior to joining Franklin Templeton, Mr. Sehgal was a senior ratings analyst for the Credit Rating Information Services of India, Ltd. Mr. Sehgal earned a BE mechanical (honors) from University of Bombay and a post-graduate diploma in management from the Indian Institute of Management in Bangalore, where he specialized in finance and business policy and graduated as an institute scholar. Mr. Sehgal speaks English and Hindi and is a CFA charterholder.


The Fund's investment objective is capital appreciation. The Fund invests primarily in equity securities of companies (i) organised under the laws of or with their principal office in Brazil, Russia, India and China (including Hong-Kong and Taiwan) (""BRIC"") or (ii) which derive the principal portion of their revenues or profits from BRIC economies or have the principal portion of their assets in BRIC economies. The base currency of the Fund is US dollar.

Showing fund performance globally. You can view performance in individual jurisdictions.


Global Emerging Markets over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 46.2% 12.6% 4.7% 13.4% 9.4%
2016 14.1% 1.0% 4.2% 12.9% -4.0%
2015 -15.8% -1.2% 5.8% -21.9% 3.1%
2014 -7.8% -5.0% 7.5% -3.0% -6.8%
2013 -5.4% -4.5% -12.6% 8.6% 4.4%
2012 7.0% 10.4% -13.1% 7.0% 4.2%
2011 -26.9% 1.6% -3.5% -26.9% 2.0%
2010 11.8% 2.2% -14.2% 16.9% 9.0%
2009 89.1% 0.6% 42.6% 16.6% 13.0%
2008 -61.4% -17.4% 3.3% -29.7% -35.6%
2007 49.7% 0.9% 17.5% 17.0% 8.0%
2006 48.6% 18.1% -0.6% 3.6% 22.3%

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

Fund Info

  • Launch date25/10/2005
  • Share Class size658Mn
  • Base currencyUSD
  • ISIN LU0229945570

Purchase Info

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


  • Annual management1.60%

Related News

Fund Flash: Franklin reshuffles EM team after senior exit; Wells hires NB quant chief

Citywire Americas rounds-up the biggest news in the funds and Ucits investment universe as reported by Citywire’s global publications.

Mobius steps down from host of funds in Franklin Templeton shake-up

EM veteran to retain control of one regional fund as US asset management giant announces host of changes on cross-border range.

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