Templeton Global Total Return Fund A(Ydis)EUR-H1Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -2.7 | -12.0 | -10.3 | 0.1 | -5.7 |
![]() | +/-Cat | -11.7 | -5.3 | -4.9 | -3.2 | -5.2 |
![]() | +/-B’mrk | -13.0 | -3.4 | -0.6 | -1.7 | -3.9 |
Category: Global Flexible Bond - EUR Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 13/08/2024 | EUR 3.79 | |
Day Change | 0.73% | |
Morningstar Category™ | Global Flexible Bond - EUR Hedged | |
ISIN | LU0517465034 | |
Fund Size (Mil) 31/07/2024 | USD 1966.82 | |
Share Class Size (Mil) 14/08/2024 | EUR 26.43 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 30/04/2024 | 1.35% |
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 A(Ydis)EUR-H1 |
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 21/06/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg Multiverse TR USD | Morningstar Gbl Core Bd GR Hdg EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Templeton Global Total Return Fund A(Ydis)EUR-H1 | 31/07/2024 |
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