Templeton Global Balanced Fund Z(acc)USDSign In to View Ratings |
Performance History | 31/05/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 7.3 | 0.0 | 8.9 | 5.0 | -0.4 |
![]() | +/-Cat | -1.0 | 3.3 | 4.8 | -4.4 | 3.5 |
![]() | +/-B’mrk | -1.2 | 2.6 | 1.5 | -6.0 | 2.5 |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 13/06/2025 | USD 14.53 | |
Day Change | -0.82% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | LU1065169283 | |
Fund Size (Mil) 31/05/2025 | USD 479.83 | |
Share Class Size (Mil) 13/06/2025 | USD 3.97 | |
Max Initial Charge | - | |
Ongoing Charge 28/04/2025 | 1.14% |
Morningstar Research |
Analyst Report | 14/08/2024 Thomas De fauw, Senior 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 Z(acc)USD |
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 23/05/2014 |
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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 Z(acc)USD | 31/05/2025 |
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