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Templeton Global Total Return Bond

Ranked 2 out of 122 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

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.

Calvin Ho

Objective

The Fund’s investment objective is to achieve a total return, over the long-term, from a combination of income, capital growth and currency gains. The Fund intends to achieve its objective by investing primarily in a portfolio of fixed income securities and related derivatives selected from across a broad spectrum of sectors, issuers, countries, currencies, and related markets. The Fund’s investment portfolio may include fixed and floating rate debt securities and debt obligations of governments, government-related, supranational, and corporate entities worldwide. These may be investment grade and non-investment grade securities (including securities in default).

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/01/2018 - 31/01/2019
  • Rank 2/122 Total Return
  • Rank 120/122 Standard Deviation
  • Rank 107/122 Max Drawdown
Fund Name Currency Return
1 PrivilEdge H2O High Conviction Bonds SH GBP PA

Currency exposure is hedged

Currency exposure is hedged

GBP

27.7%

2 Templeton Global Total Return Bond W Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

9.2%

3 Oasis Crescent Global Income E GBP Inc GBP

8.8%

4 Insight Global (ex-UK) Bond S GBP Acc GBP

7.5%

5 Capital Group Global Bond (LUX) C GBP GBP

7.4%

Fund Name Currency Risk
118 Chinook Global Convertible Bond R GBP Acc GBP

7.2

119 LM Brandywine GlOpp FxdInc X GBP Dis M Hdg AH

Currency exposure is hedged

Currency exposure is hedged

GBP

8.4

120 Templeton Global Total Return Bond W Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

9.3

121 Thesis PM A Acc GBP

10.2

122 PrivilEdge H2O High Conviction Bonds SH GBP PA

Currency exposure is hedged

Currency exposure is hedged

GBP

12.3

Fund Name Currency Loss
105 StrattonStreet UCITS-Next Gen Gl Bond Fd UI QDGBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.2%

106 Standard Life Wealth Global Fixed Interest Ret Inc GBP

-5.3%

107 Templeton Global Total Return Bond W Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.4%

108 Aberdeen Global High Yield Bond Fund A Acc GBP

-5.6%

109 London&Capital Global Balanced Fixed Inc X GBP Inc GBP

-5.7%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 5.6% -2.4% 2.6% 0.2% 5.2%
2017 -5.4% 3.9% -4.8% -2.1% -2.3%
2016 29.5% 3.6% 6.6% 3.9% 12.8%
2015 0.5% 5.3% -5.5% -2.9% 4.0%
2014 6.0% -0.2% 0.3% 4.0% 1.9%
2013 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/07/2013
  • Base currencyGBP
  • ISIN GB00BBM4VB49
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • Initial investment0.00%

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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).