Register to get unlimited access to our investor forum and all editorial content, including our e-zine and weekly email. Registration is free and only takes a minute.

Templeton Global Balanced A (Qdis) USD

Ranked 50 out of 62 in - Balanced USD 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.

Peter Wilmshurst

Objective

The Fund's investment objective is to seek capital appreciation and current income, consistent with prudent investment management. The Fund seeks to achieve its objective by investing principally in equity securities and government debt securities issued by entities throughout the world, including Emerging Markets.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced USD over : 30/04/2018 - 30/04/2019
  • Rank 50/62 Total Return
  • Rank 53/62 Standard Deviation
  • Rank 51/62 Max Drawdown
Fund Name Currency Return
48 SEI SGAF Global Balanced USD Investor A GBP

4.0%

49 Franklin Glo Fundamental Strategies A (acc) USD GBP

3.5%

50 Templeton Global Balanced A (Qdis) USD GBP

3.2%

51 RBC Funds (Lux) Conservative Portfolio O GBP H Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

2.5%

52 RBC Funds (Lux) Balanced Portfolio O GBP H Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

2.0%

Fund Name Currency Loss
50 SEI SGAF Global Balanced USD Investor A GBP

-7.9%

51 Templeton Global Balanced A (Qdis) USD GBP

-8.2%

52 RBC Funds (Lux) Balanced Portfolio O GBP H Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.2%

53 Templeton Global Income A (acc) USD GBP

-8.3%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.8%
2018 -5.2% -4.2% 3.8% 2.8% -7.3%
2017 5.6% 4.7% -0.7% 0.7% 0.9%
2016 23.8% 1.7% 5.4% 8.0% 6.9%
2015 -0.6% 6.7% -5.6% -5.9% 4.8%
2014 3.3% 0.9% 0.0% 1.2% 1.1%
2013 15.7% 10.8% 1.0% 0.9% 2.5%
2012 12.7% 6.7% -3.7% 4.9% 4.6%
2011 -5.0% 2.9% 1.6% -13.8% 5.5%
2010 9.2% 8.2% -10.1% 7.5% 4.4%
2009 8.0% -12.1% 1.7% 19.6% 1.0%
2008 -1.9% -4.0% -5.7% 0.2% 8.2%
2007 4.0% 0.6% 2.5% -0.3% 1.2%
2006 4.7% 4.1% -4.7% 3.6% 1.8%
2005 13.8% 0.3% 4.0% 4.4% 4.5%
2004 8.1% 0.4% 1.2% 0.4% 6.0%
2003 20.1% -2.2% 12.9% 3.9% 4.7%
2002 -16.7% 3.6% -8.2% -15.4% 3.5%
2001 -0.9% 1.0% 1.3% -10.3% 8.0%
2000 14.5% 0.3% 9.1% -0.2% 4.9%
1999 16.3% 4.6% 13.1% -4.7% 3.1%
1998 0.8% 6.0% -4.0% -9.3% 9.2%
1997 9.6% 4.2% 2.5% 8.1% -5.1%
1996 -1.6% 2.3% 0.3% 0.8% -4.8%
1995 11.8% -2.3% 7.6% 2.7% 3.6%
1994 2.3% -0.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
USD Cash 7.89%
USD Forward Contract 6.36%
Fed Home Loan Bk 0.000% 01-Apr-2019 3.81%
BP PLC ORD 1.89%
Brazil 10.000% 01-Jan-2021 1.81%
Oracle Corp ORD 1.74%
Mexico 5.000% 11-Dec-2019 1.67%
Royal Dutch Shell Plc B ORD 1.65%
Sanofi SA ORD 1.49%
Citigroup Inc ORD 1.49%
31/03/2019

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. Hong Kong
  13. Hungary
  14. Ireland
  15. Italy
  16. Jersey
  17. Korea
  18. Latvia
  19. Liechtenstein
  20. Lithuania
  21. Luxembourg
  22. Macau
  23. Netherlands
  24. Norway
  25. Poland
  26. Portugal
  27. Singapore
  28. Slovakia
  29. South Africa
  30. Spain
  31. Sweden
  32. Switzerland
  33. Taiwan
  34. United Arab Emirates
  35. United Kingdom

Fund Info

  • Launch date01/06/1994
  • Share Class size214Mn
  • Base currencyUSD
  • ISIN LU0052756011

Purchase Info

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

Charges

  • Annual management0.80%

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