Templeton global total return fund fact sheet

The offering and related fund documents for non-Fidelity managed funds in this section are provided by fundinfo Asia Ltd. Note: The fund prices quoted are for indication only. The daily change in the fund prices is the difference between the NAV as of the NAV date quoted and of the previous valuation date.

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Templeton global total return fund fact sheet

It continues to earn a Morningstar Analyst Rating of Neutral across most of its share classes, The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. This process culminates in a single-point star rating that is updated daily. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Morningstar Star Rating for Stocks, please visit here. The Quantitative Fair Value Estimate is calculated daily. For detail information about the Quantiative Fair Value Estimate, please visit here. The Medalist Ratings indicate which investments Morningstar believes are likely to outperform a relevant index or peer group average on a risk-adjusted basis over time. Vehicles are sorted by their expected performance into rating groups defined by their Morningstar Category and their active or passive status. When analysts directly cover a vehicle, they assign the three pillar ratings based on their qualitative assessment, subject to the oversight of the Analyst Rating Committee, and monitor and reevaluate them at least every 14 months. When the vehicles are covered either indirectly by analysts or by algorithm, the ratings are assigned monthly.

If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Non-UK bond.

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The fund's overall Morningstar Rating measures risk-adjusted returns and is derived from a weighted average of the performance figures associated with its 3-, 5- and year if applicable rating metrics. The style box reveals a fund's investment style. The vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style value, blend, or growth. Placement is determined by fund portfolio holding figures most recently entered into Morningstar's database and corresponding market conditions. Shaded areas show the past 3 years of quarterly data. Past performance does not guarantee future results.

Templeton global total return fund fact sheet

This is a marketing communication. The Fund aims to maximise total investment return consisting of a combination of interest income, capital appreciation, and currency gains by investing principally in a portfolio of fixed and floating rate debt securities and debt obligations issued by government and government-related issuers or corporate entities worldwide. The Fund may invest in investment grade and non-investment grade debt securities. The Fund may also use various currency-related and other transactions involving derivative instruments. The value of shares in the Fund and income received from it can go down as well as up and investors may not get back the full amount invested. Performance may also be affected by currency fluctuations. Currency fluctuations may affect the value of overseas investments.

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Related documents. Data Source: Morningstar Asia Limited. Data ranges from to Calvin Ho, Ph. Unfortunately, we detect that your ad blocker is still running. Thanks to AI, tech soared last year, while China struggled. Franklin Templeton. The fund risk rating is provided to direct investor s for reference purposes only. Category: Global Flexible Bond. Standard Deviation Fund. The Fund's strategy has the flexibility to dynamically adjust across fluctuating market environments and all phases of the investment cycle. The Fund aims to maximise total investment return consisting of a combination of interest income, capital appreciation, and currency gains by investing principally in a portfolio of fixed and floating rate debt securities and debt obligations issued by government and government-related issuers or corporate entities worldwide. See the KID or prospectus for maximum sales charge information, if any.

Get our overall rating based on a fundamental assessment of the pillars below.

Actively managed ETFs are growing in popularity, but they may not be perfect substitutes for active funds. Non-UK stock. This process culminates in a single-point star rating that is updated daily. See the KID or prospectus for maximum sales charge information, if any. Franklin Templeton. Where no past performance is shown there was insufficient data available in that period to calculate performance. Bloomberg Multiverse Index. Show more US link US. Japan equity is among readers' favourites, while natural resources have fallen off the list amid fears the commodity "super cycle" is over. The fund's overall Morningstar Rating measures risk-adjusted returns and is derived from a weighted average of the performance figures associated with its 3-, 5- and year if applicable rating metrics. Skip to content. Correlation Benefits in a Wider Portfolio Context: The Templeton Global Macro investment team's differentiated approach has resulted in returns that have had moderate to low correlations with other asset classes historically. EST, Monday - Friday. Calvin Ho, Ph. Currency fluctuations may affect the value of overseas investments.