Templeton Global Balanced Fund W(acc)GBP-H1Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 5.7 | 6.0 | -13.7 | 14.8 | 0.0 | |
+/-Cat | 1.6 | -2.1 | -3.2 | 7.3 | -1.9 | |
+/-B’mrk | 0.4 | -2.0 | -4.4 | 5.6 | -2.2 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 03/05/2024 | GBP 11.98 | |
Day Change | 0.67% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU1212702267 | |
Fund Size (Mil) 31/03/2024 | USD 501.70 | |
Share Class Size (Mil) 03/05/2024 | GBP 1.86 | |
Max Initial Charge | - | |
Ongoing Charge 08/02/2023 | 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)GBP-H1 |
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 24/04/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
35% JPM GBI Global TR USD , 65% MSCI ACWI NR USD | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Templeton Global Balanced Fund W(acc)GBP-H1 | 31/03/2024 |
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