Templeton Global Balanced Fund Z(acc)USDRegister to Unlock Ratings |
| Performance History | 30/04/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -4.6 | 10.0 | 3.5 | 7.3 | 2.1 |
| +/-Cat | -3.8 | -0.4 | -0.6 | -1.0 | 3.6 |
| +/-B’mrk | - | - | - | -1.2 | 4.4 |
| Category: USD Moderate Allocation | ||||||
| Category Benchmark: Morningstar EAA USD Mod Tgt... | ||||||
| Key Stats | ||
| NAV 18/05/2022 | USD 11.78 | |
| Day Change | -1.70% | |
| Morningstar Category™ | USD Moderate Allocation | |
| ISIN | LU1065169283 | |
| Fund Size (Mil) 30/04/2022 | USD 511.97 | |
| Share Class Size (Mil) 29/04/2022 | USD 4.14 | |
| Max Initial Charge | - | |
| Ongoing Charge 09/02/2022 | 1.15% | |
| Morningstar Research |
| Analyst Report |
With several changes in the equity team in recent years and a below-average investment process, we believe investors should consider other options in this space. Less expensive share classes of Templeton Global Balanced continue to earn a... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Average |
| Parent | Average |
| Process | Below Average |
| 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. The Fund seeks to achieve its objective by investing principally in equity securities and government debt securities issued by entities throughout the world, including emerging markets. The Investment Managers anticipate that the majority of the Fund’s portfolio is normally invested in equity or equity-linked securities, including debt or preferred stock convertible or exchangeable into equity securities, selected principally on the basis of their capital growth potential. The Fund seeks income by investing in fixed or floating rate debt securities (including up to 5% of the Fund’s net assets in non-investment grade securities) and debt obligations issued by government and government-related issuers or corporate entities worldwide. |
| 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 |
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| Portfolio Profile for Templeton Global Balanced Fund Z(acc)USD | 30/04/2022 |
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