Templeton Global Balanced Fund W(acc)USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 6.21 | -4.34 | 10.35 | 3.80 | 7.54 | 0.22 | 9.35 | 3.75 |
+/- Category | 4.38 | -3.54 | -0.10 | -0.38 | -0.76 | 3.56 | 5.24 | 0.47 |
+/- Category Index | - | - | - | - | -0.98 | 2.77 | 1.96 | -0.36 |
% Rank in Category | 18 | 89 | 50 | 55 | 59 | 20 | 6 | 40 |
Trailing Returns (GBP) | 25/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.08 | -0.20 | 0.27 |
1 Week | 0.22 | -0.16 | 0.01 |
1 Month | -0.57 | -1.92 | -1.91 |
3 Months | 1.90 | 0.53 | 0.95 |
6 Months | 3.87 | -1.68 | -2.13 |
YTD | 3.46 | -1.73 | -2.27 |
1 Year | 11.04 | 0.26 | -1.35 |
3 Years Annualised | 4.61 | 0.92 | -0.54 |
5 Years Annualised | 5.32 | 1.57 | -0.05 |
10 Years Annualised | 6.11 | -0.11 | -1.96 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.42 | - | - | - |
2023 | 4.17 | -0.80 | 0.24 | 5.57 |
2022 | 3.25 | -3.69 | -3.36 | 4.30 |
2021 | 4.49 | 1.80 | 0.30 | 0.81 |
2020 | -14.33 | 11.97 | -0.32 | 8.56 |
2019 | 4.87 | 3.67 | 1.45 | 0.05 |
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