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Templeton Global Bond

Ranked 107 out of 966 in - Global over 12 months
All calculations are in USD 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 or floating-rate debt securities (including noninvestment grade securities) and debt obligations issued by government or government-related issuers worldwide. The Fund may also, in accordance with the investment restrictions, invest in debt securities (including non-investment grade securities) of corporate issuers.

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

Performance

Global over : 31/08/2016 - 31/08/2017
  • Rank 107/966 Total Return
  • Rank 343/966 Standard Deviation
  • Rank 91/966 Max Drawdown
Fund Name Currency Loss
89 JPM Global Bond Opportunities A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

-1.8%

90 JPMorgan Provident Stable Capital Fund-Invest USD

-1.9%

91 Dodge & Cox Worldwide Global Bond USD Acc USD

-1.9%

91 Templeton Global Bond A (Mdis) USD USD

-1.9%

93 SWC (LU) BF Global Credit Opportunities AAH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.3% -1.2%
2016 4.4% -1.1% -1.3% -1.4% 8.4%
2015 -5.4% 0.1% -0.5% -7.4% 2.6%
2014 1.2% 0.6% 2.3% 0.3% -2.1%
2013 1.2% 1.3% -3.0% 0.9% 2.1%
2012 16.4% 7.5% -1.2% 5.4% 4.0%
2011 -3.1% 1.9% 2.2% -8.0% 1.1%
2010 11.7% 5.9% -2.5% 6.9% 1.3%
2009 18.8% -0.1% 7.9% 7.4% 2.7%
2008 7.4% 6.8% -5.2% 0.6% 5.4%
2007 10.9% 2.0% 3.3% 3.9% 1.4%
2006 13.1% 3.2% 2.1% 2.0% 5.2%
2005 -3.8% -2.1% -1.8% -0.2% 0.3%
2004 13.7% 2.0% -3.3% 4.8% 10.0%
2003 20.8% 4.8% 8.4% 1.1% 5.2%
2002 19.1% -0.9% 7.9% 3.8% 7.3%
2001 1.7% -2.7% -2.4% 7.1% 0.0%
2000 3.8% -0.3% 0.0% -2.6% 6.7%
1999 -6.5% -2.9% -2.6% -0.3% -0.8%
1998 5.7% 2.0% -0.2% 0.7% 3.1%
1997 0.2% -3.2% 2.0% 2.1% -0.6%
1996 8.4% -1.2% 2.1% 3.1% 4.2%
1995 4.4%

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. Korea
  19. Latvia
  20. Lithuania
  21. Luxembourg
  22. Macau
  23. Netherlands
  24. Norway
  25. Peru
  26. Poland
  27. Portugal
  28. Singapore
  29. Slovakia
  30. Spain
  31. Sweden
  32. Switzerland
  33. Taiwan
  34. United Kingdom

Fund Info

  • Launch date28/02/1991
  • Share Class size3,260Mn
  • Base currencyUSD
  • ISIN LU0029871042

Purchase Info

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

Charges

  • Annual management0.75%
  • Initial investment5

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