Templeton Growth: Qual. Rating Issued

We like the people and process at Templeton Growth, but the execution hasn’t matched our expectations.

Jackie Beard, FCSI, 20 April, 2010 | 7:45PM
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We have published a new Morningstar Qualitative Rating and Research Report for Templeton Growth.

"This fund has three named managers at the helm, all of whom took over in 2008, but this doesn’t concern us too much as the wider global equity team, of which they’re part, is instrumental in this fund. It’s a fairly stable and well resourced unit, where the average tenure with the firm exceeds 10 years and the average level of relevant experience is 17 years. Its global reach is a plus, with members based in seven locations. Dylan Ball is the new kid on the block, having joined from the sell side in early 2008. Peter Moeschter and Heather Arnold are long-serving Templeton employees, so are well-versed in the process that underpins every product under the Templeton brand."

The full four-page PDF report can be accessed here. It is free to users of morningstar.co.uk.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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