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Templeton Global High Yield A (Mdis) USD

Ranked 148 out of 245 in - Global High Yield 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.

Glenn Voyles

Objective

The Fund's principal investment objective is to earn a high level of current income. As a secondary objective, the Fund seeks capital appreciation, but only when consistent with its principal objective. The Fund invests principally in debt securities (including non- investment grade securities) of issuers globally, including those in Emerging Markets. For the purpose of this Fund, debt securities shall include all varieties of fixed and floating rate income securities, bonds, mortgage and other asset-backed securities and convertible securities.The base currency of the Fund is U.S. Dollar.

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

Performance

Global High Yield over : 31/01/2017 - 31/01/2018
  • Rank 148/245 Total Return
  • Rank 124/245 Standard Deviation
  • Rank 139/245 Max Drawdown
Fund Name Currency Risk
122 Nomura Funds Ireland-Global High Yield Bond I USD USD

2.4

122 JPM Global High Yield Bond A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.4

124 Templeton Global High Yield A (Mdis) USD USD

2.4

125 Calamatta Cushieri - High Income Bond USD (D) USD

2.4

126 OCM Global High Yield Responsible Fund H GBP IA

Currency exposure is hedged

Currency exposure is hedged

GBP

2.5

Fund Name Currency Loss
139 Templeton Global High Yield A (Mdis) USD USD

-0.7%

140 Union Advantage Global Fixed Income Portfolio Fund USD

-0.7%

141 JPM Global High Yield Bond A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.2% 3.6% 0.7% 2.3% -0.4%
2016 12.4% 2.3% 4.2% 4.0% 1.4%
2015 -6.9% -0.8% -0.1% -5.9% -0.1%
2014 -3.0% 2.0% 2.2% -2.4% -4.6%
2013 4.4% 2.1% -2.2% 1.4% 3.2%
2012 14.5% 6.0% -0.6% 4.9% 3.6%
2011 0.2% 3.2% 1.1% -7.9% 4.3%
2010 12.1% 4.2% -0.9% 6.5% 1.8%
2009 38.3% 3.6% 16.5% 10.0% 4.1%
2008 -21.5% -0.7% 0.4% -9.2% -13.2%
2007 -0.4%

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

Fund Info

  • Launch date27/09/2007
  • Share Class size18Mn
  • Base currencyUSD
  • ISIN LU0300741062

Purchase Info

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

Charges

  • Annual management0.85%

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