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Templeton Global Bond

Ranked 12 out of 13 in - Global over 12 months
All calculations are in GBP 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 in Jersey View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018
  • Rank 12/13 Total Return
  • Rank 13/13 Standard Deviation
  • Rank 11/13 Max Drawdown
Fund Name Currency Return
9 New Capital Global Value Credit GBP Ord Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.6%

10 BGF World Bond X2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.6%

11 BNY Mellon Global Opportunistic Bond I GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.6%

12 Templeton Global Bond A (Mdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.9%

13 BNY Mellon Targeted Return Bd Fd GBP W Acc H

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.1%

Fund Name Currency Risk
9 Invesco Bond C Acc GBP GBP

4.5

10 BNY Mellon Global Opportunistic Bond I GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

4.6

11 BNY Mellon Global Bond C GBP Inc GBP

4.7

12 HSBC GIF Global Bond WC GBP GBP

5.3

13 Templeton Global Bond A (Mdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

6.6

Fund Name Currency Loss
9 HSBC GIF Global Bond WC GBP GBP

-4.2%

10 Invesco Bond C Acc GBP GBP

-4.3%

11 Templeton Global Bond A (Mdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.2%

12 BNY Mellon Global Opportunistic Bond I GBP Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.4%

13 BNY Mellon Targeted Return Bd Fd GBP W Acc H

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.6% -2.7% 0.7%
2017 0.6% 3.8% -1.5% 0.8% -2.4%
2016 4.9% -1.1% -1.1% -1.4% 8.6%
2015 -4.9% 0.3% -0.5% -7.3% 2.7%
2014 1.6% 0.7% 2.3% 0.6% -2.0%
2013 1.5% 1.6% -2.9% 0.8% 2.1%
2012 16.3% 7.4% -1.1% 5.3% 4.0%
2011 -3.2% 1.8% 2.3% -8.0% 1.1%
2010 11.9% 6.6% -2.8% 6.5% 1.4%
2009 18.3% 0.3% 7.2% 7.3% 2.5%
2008 11.0% 7.2% -4.5% 1.8% 6.7%
2007 1.6%

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. Hong Kong
  14. Hungary
  15. Ireland
  16. Jersey
  17. Latvia
  18. Lithuania
  19. Luxembourg
  20. Macau
  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 date03/09/2007
  • Share Class size33Mn
  • Base currencyUSD
  • ISIN LU0316492692
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.75%
  • Initial investment0.75%

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