Templeton Global Balanced Fund Z(acc)USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 6.08 | -4.60 | 10.01 | 3.55 | 7.30 | 0.01 | 8.94 | 5.54 |
+/- Category | 4.24 | -3.81 | -0.43 | -0.63 | -0.99 | 3.35 | 4.83 | 0.54 |
+/- Category Index | - | - | - | - | -1.22 | 2.55 | 1.54 | -0.76 |
% Rank in Category | 19 | 91 | 55 | 57 | 63 | 21 | 7 | 40 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.98 | 0.81 | 0.43 |
1 Week | 2.28 | 1.52 | 1.37 |
1 Month | 0.33 | 0.38 | -0.08 |
3 Months | -0.94 | -0.44 | -1.48 |
6 Months | 6.96 | 3.67 | 2.36 |
YTD | 4.10 | -0.46 | -1.70 |
1 Year | 8.96 | -0.49 | -2.44 |
3 Years Annualised | 4.52 | 1.41 | 0.06 |
5 Years Annualised | 4.95 | 1.87 | 0.57 |
10 Years Annualised | 6.01 | -0.27 | -1.92 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.40 | 1.08 | - | - |
2023 | 3.98 | -0.79 | 0.15 | 5.45 |
2022 | 3.20 | -3.84 | -3.33 | 4.25 |
2021 | 4.42 | 1.79 | 0.20 | 0.75 |
2020 | -14.34 | 11.97 | -0.48 | 8.48 |
2019 | 4.89 | 3.56 | 1.32 | -0.04 |
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