Templeton Global Total Return Fund I(Mdis)GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -9.0 | -3.6 | -0.8 | 0.2 | -2.5 |
![]() | +/-Cat | -13.4 | -1.5 | -0.4 | -1.8 | -3.0 |
![]() | +/-B’mrk | -14.8 | 1.3 | 6.2 | 1.0 | -1.2 |
Category: Global Flexible Bond | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR USD |
Key Stats | ||
NAV 13/08/2024 | GBP 7.40 | |
Day Change | 0.00% | |
Morningstar Category™ | Global Flexible Bond | |
IA (formerly IMA) Sector | - | |
ISIN | LU0441901849 | |
Fund Size (Mil) 31/07/2024 | USD 1966.82 | |
Share Class Size (Mil) 14/08/2024 | GBP 2.24 | |
Max Initial Charge | - | |
Ongoing Charge 08/02/2023 | 0.89% |
Morningstar Research |
Analyst Report | 01/09/2023 Mike Mulach, Senior Analyst Morningstar, Inc |
Templeton Global Total Return benefits from a capable and well-resourced team, but concerns around risk management overwhelm the strategy’s strengths. It continues to earn a Morningstar Analyst Rating of Neutral across most of its share classes,... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Templeton Global Total Return Fund I(Mdis)GBP |
The Fund’s 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. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Michael Hasenstab 29/08/2003 | ||
Calvin Ho 31/12/2018 | ||
Inception Date 31/07/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg Multiverse TR USD | Morningstar Gbl Core Bd GR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Templeton Global Total Return Fund I(Mdis)GBP | 31/07/2024 |
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