Templeton Global Balanced Fund I(Ydis)USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.9 | 7.7 | 0.2 | 9.3 | 2.0 | |
+/-Cat | -0.3 | -0.6 | 3.5 | 5.2 | -1.2 | |
+/-B’mrk | - | -0.8 | 2.7 | 2.0 | -1.4 | |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 17/05/2024 | USD 14.53 | |
Day Change | -0.03% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | LU0768355439 | |
Fund Size (Mil) 30/04/2024 | USD 490.95 | |
Share Class Size (Mil) 17/05/2024 | USD 0.06 | |
Max Initial Charge | - | |
Ongoing Charge 09/02/2022 | 0.84% |
Morningstar Research |
Analyst Report | 30/08/2023 Thomas De Fauw, Analyst Morningstar, Inc |
With several changes in the equity team in recent years, including the replacement of the equity lead manager in 2022, and a below-average investment process, we believe investors should consider other options in this space. Less-expensive share... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 23 |
Parent | 23 |
Process | 22 |
Performance | |
Price |
Investment Objective: Templeton Global Balanced Fund I(Ydis)USD |
The Fund’s investment objective is to seek capital appreciation and current income, consistent with prudent investment management. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Michael Hasenstab 01/08/2006 | ||
Calvin Ho 31/12/2018 | ||
Click here to see others | ||
Inception Date 04/05/2012 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
35% JPM GBI Global TR USD , 65% MSCI ACWI NR USD | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Templeton Global Balanced Fund I(Ydis)USD | 30/04/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|