Templeton Global Balanced Fund W(Acc)EURRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.9 | 7.4 | -0.1 | 9.7 | 2.1 | |
+/-Cat | -0.3 | -0.9 | 3.3 | 5.6 | -1.1 | |
+/-B’mrk | - | -1.2 | 2.5 | 2.3 | -1.3 | |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 28/05/2024 | EUR 13.58 | |
Day Change | -0.08% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | LU1586277284 | |
Fund Size (Mil) 30/04/2024 | USD 490.95 | |
Share Class Size (Mil) 28/05/2024 | EUR 5.55 | |
Max Initial Charge | - | |
Ongoing Charge 09/02/2022 | 0.88% |
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 | |
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People | 23 |
Parent | 23 |
Process | 22 |
Performance | |
Price |
Investment Objective: Templeton Global Balanced Fund W(Acc)EUR |
The Fund’s investment objective is to seek capital appreciation and current income, consistent with prudent investment management. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Michael Hasenstab 01/08/2006 | ||
Calvin Ho 31/12/2018 | ||
Click here to see others | ||
Inception Date 07/04/2017 |
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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 | ||||||||||||||||||||
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Portfolio Profile for Templeton Global Balanced Fund W(Acc)EUR | 30/04/2024 |
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