FTF Templeton Global Total Return Bond Fund W (inc)Register to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -11.5 | -3.3 | -0.6 | 0.2 | -0.1 | |
+/-Cat | -15.9 | -1.2 | -0.2 | -1.9 | -0.4 | |
+/-B’mrk | -17.3 | 0.5 | 5.1 | 0.4 | 1.1 | |
Category: Global Flexible Bond | ||||||
Category Benchmark: Bloomberg Global Aggregate ... |
Key Stats | ||
NAV 23/04/2024 | GBP 0.57 | |
Day Change | -0.02% | |
Morningstar Category™ | Global Flexible Bond | |
IA (formerly IMA) Sector | Global Mixed Bond | |
ISIN | GB00BBM4VD62 | |
Fund Size (Mil) 30/11/2022 | USD 40.62 | |
Share Class Size (Mil) 23/04/2024 | GBP 2.18 | |
Max Initial Charge | - | |
Ongoing Charge 06/02/2024 | 0.73% |
Morningstar Research |
Analyst Report | 01/09/2023 Mike Mulach, Senior Analyst Morningstar, Inc |
FTF Templeton Global Total Return Bond benefits from a capable and well-resourced team, but concerns around risk management overwhelm the strategy’s strengths. It continues to earn a Morningstar Analyst Rating of Neutral across its share classes.... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: FTF Templeton Global Total Return Bond Fund W (inc) |
The Fund aims to grow in value from a combination of income, capital growth and currency gains over a three to five-year period. The Fund will invest at least two thirds (but typically significantly more) in: Debt securities or bonds, (a type of debt obligation) issued by governments, government-related, supranational organisations and corporations in any industry, anywhere in the world, including China. Derivatives (financial contracts whose value is linked to another investment or the performance of another variable factor, such as interest rates, currencies of any country or indices). The types of derivatives used include but are not limited to: options, futures, forward currency contracts, credit default swaps, interest rate swaps, total return swaps and contracts for difference. |
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Management | ||
Manager Name Start Date | ||
Calvin Ho 31/12/2018 | ||
Michael Hasenstab 02/06/2008 | ||
Inception Date 15/07/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg Multiverse TR USD | Bloomberg Global Aggregate TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for FTF Templeton Global Total Return Bond Fund W (inc) | 31/03/2024 |
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