Templeton Global Total Return Bond
- Citicode
- JJ9B
- Launch Date
- 15-07-2013
- Fund Size
- £7,367,842
- Yield
- 7.55%
- Ongoing Charge
- 0.70%
- Fund Managers
- Calvin Ho
Michael Hasenstab
Fund Objective
Templeton Global Total Return Bond Fund (the “Fund”) aims to maximise total investment return by achieving an increase in the value of its investments, earning income and realising currency gains over the long term. The Fund invests mainly in:debt securities of any quality (including lower quality) issued by governments, government-related or corporate entities located in any country (including securities in default) The Fund can invest to a lesser extent in:mortgage- and asset-backed securitiesdebt securities of supranational entities, such as the European Investment Bankderivatives for hedging and investment purposes that are used as an active investment management instrument to gain exposure to markets The flexible and opportunistic nature of the strategy allows the investment team to take advantage of different market environments. By using in-depth economic, country and security research, including detailed risk analysis, Franklin Templeton’s large team of fixed income specialists looks to take advantage of these differences by identifying and investing in the strongest sources of income, capital growth and currency gain from fixed income anywhere around the world. In making investment decisions, the investment team uses in-depth research about various factors that may affect bond prices and currency values.
Top 10 Holdings
Asset Class
Fund Manager
Calvin Ho
Start Date
31-12-2018
Bio
Calvin Ho, Ph.D., is a senior vice president and director of research for Templeton Global Macro. Dr. Ho also serves as a portfolio manager for a number of funds, including Templeton Global Bond Fund, Templeton Global Total Return Fund and Templeton Emerging Market Bond Fund. Templeton Global Macro offers global, unconstrained investment strategies through a variety of investment vehicles ranging from retail mutual funds to unregistered, privately offered hedge funds. Over the last decade, these strategies have collectively received more than 400 awards from various rating agencies globally, including Lipper and Morningstar. Dr. Ho is responsible for shaping the team's research agenda of in-depth global macroeconomic analysis covering thematic topics, regional and country analysis, and interest rate, currency and sovereign credit market outlooks. This includes facilitating broader research efforts leveraging Franklin Templeton's local fixed income investment professionals across global markets. Dr. Ho joined Franklin Templeton Investments in 2005 after obtaining his Ph.D. at UC Berkeley. He has been a core part of the Templeton Global Macro team since 2005, working closely with Dr. Michael Hasenstab as a lead research analyst. He specializes in global macroeconomic analysis and exchange rate modeling, and has served as the lead analyst for economies in Europe, Latin America and Africa. He also has a specialization in analyzing international monetary arrangements. Dr. Ho holds both B.A. and Ph.D. in economics from University of California, Berkeley. His prior research analyzed international monetary arrangements. He is also fluent in Mandarin and Cantonese Chinese.
Fund Manager
Michael Hasenstab
Start Date
02-06-2008
Bio
Michael Hasenstab, Ph.D., is executive vice president and chief investment officer for Templeton Global Macro, which conducts in-depth global macroeconomic analysis covering thematic topics, regional and country analysis, and interest rate, currency and sovereign credit market outlooks. Templeton Global Macro offers global, unconstrained investment strategies through a variety of investment vehicles ranging from retail mutual funds to unregistered, privately offered hedge funds. Dr. Hasenstab is a portfolio manager for a number of funds, including Templeton Global Bond Fund and Templeton Global Total Return Fund. Dr. Hasenstab is economic advisor to the CEO of Franklin Resources, Inc., providing his perspective and insight through the lens of Templeton Global Macro. In addition, he is a member of Franklin Resources' executive committee, a small group of the company's top leaders responsible for shaping the firm's overall strategy. Dr. Hasenstab has received numerous industry awards and accolades throughout his investment career. Over the last decade, the funds that he and his team manage have collectively received more than 400 awards from various rating agencies globally, including Lipper and Morningstar. In addition, various publications have recognized Dr. Hasenstab's investment expertise including, most recently, his being named one of Forbes' Money Masters of 2015. Investment Week named him Global Bond Manager of the Year in 2008, 2010 and 2011 and recognized him as one of the most influential fund managers in 2010. Morningstar awarded him Fixed Income Manager of the Year in Canada in 2013 and Fund Manager of the Year in the U.S. in 2010. In 2011 and 2012, he was highlighted as one of the most influential young people in business in Fortune's 40 under 40. Dr. Hasenstab initially joined Franklin Templeton Investments in July 1995. After a leave of absence to obtain his doctor of philosophy (Ph.D.) degree, he rejoined the company in April 2001. He has worked and traveled extensively abroad, with a special focus on Asia. Dr. Hasenstab holds a Ph.D. in economics from the Asia Pacific School of Economics and Management at Australian National University, a master's degree in economics of development from the Australian National University, and a B.A. in international relations/political economy from Carleton College in the United States.
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