Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Templeton Emerging Markets Bond I (Qdis) GBP-H1

Ranked 1 out of 3 in - Emerging Markets Global Local Currency over 12 months
All calculations are in GBP unless stated

Managed by

Laura Burakreis

Sonal Desai

Sonal Desai, PhD, is a portfolio manager and director of research for the Franklin Templeton Fixed Income Group's international bond department. She is responsible for shaping the research agenda of the international bond department and providing macroeconomic analysis to the fixed income team. This includes facilitating broader research efforts leveraging the fixed income group's local resources across global markets. Dr. Desai acts as a key resource for the firm's Fixed Income Policy Committee, which provides policy views on sectors, markets and currencies. Dr. Desai has over 18 years of experience in the financial sector. She joined Franklin Templeton in 2009 from Thames River Capital in London, where she was responsible for shaping the top-down global view on macroeconomic and market developments. She started her career as an assistant professor of economics at the University of Pittsburgh, and then worked for over six years at the International Monetary Fund, in Washington DC. She was involved in the negotiation and monitoring of IMF programs in several emerging market countries and in the assessment of the overall design and effectiveness of IMF adjustment programs. Dr. Desai holds a PhD in economics from Northwestern University and earned a BA with honours from Delhi University in New Delhi.

Michael Hasenstab

Michael Hasenstab holds a Ph.D. in economics from the Asia Pacific School of Economics and Management at Australian National University. He has earned 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. Michael joined Franklin Templeton Investments in July 1995 and since 2001 he is senior vice president, portfolio manager and co-director of the international bond department.

Objective

The Fund invests mainly in: debt securities of any quality issued by governments, government-related entities and corporations located in developing or emerging markets. The Fund can invest to a lesser extent in debt securities from outside of developing or emerging markets that may be affected by financial or economic developments in developing or emerging markets (limited to 33% of assets); debt securities of supranational entities, such as the European Investment Bank; mortgage- and asset-backed securities.

Showing fund performance in Gibraltar View performance globally

Performance

Emerging Markets Global Local Currency over : 31/07/2017 - 31/07/2018
  • Rank 1/3 Total Return
  • Rank 1/3 Standard Deviation
  • Rank 1/3 Max Drawdown
Fund Name Currency Return
1 Templeton Emerging Markets Bond I (Qdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.8%

2 BGF Emer Mkts Loc Curr Bd D2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.7%

3 BNY Mellon Em Mkts Debt Local Curr J GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.9%

Fund Name Currency Risk
1 Templeton Emerging Markets Bond I (Qdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

8.3

2 BGF Emer Mkts Loc Curr Bd D2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

11.2

3 BNY Mellon Em Mkts Debt Local Curr J GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

11.4

Fund Name Currency Loss
1 Templeton Emerging Markets Bond I (Qdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-9.3%

2 BNY Mellon Em Mkts Debt Local Curr J GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-14.4%

3 BGF Emer Mkts Loc Curr Bd D2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-14.9%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 2.9% -9.3%
2017 9.1% 7.3% 0.3% 2.6% -1.2%
2016 11.6% 2.2% 2.4% 3.1% 3.5%
2015 -4.6% -4.8% 2.2% -6.2% 4.5%
2014 -3.2% -0.1% 4.0% -1.8% -5.1%
2013 0.4% 1.9% -4.2% -0.2% 3.0%
2012 18.8% 7.4% -1.8% 7.5% 4.9%
2011 -0.8% 2.9% 2.9% -7.8% 1.6%
2010 7.8% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hungary
  12. Ireland
  13. Jersey
  14. Latvia
  15. Lithuania
  16. Luxembourg
  17. Malta
  18. Netherlands
  19. Norway
  20. Peru
  21. Poland
  22. Portugal
  23. Singapore
  24. Slovakia
  25. Spain
  26. Sweden
  27. Switzerland
  28. United Arab Emirates
  29. United Kingdom

Fund Info

  • Launch date21/06/2010
  • Share Class size28Mn
  • Base currencyUSD
  • ISIN LU0517465893
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.70%
  • Initial investment0.00%

Related News

Hasenstab: two top EMs standing on their own feet

Franklin Templeton’s bond star says Malaysia and Indonesia are holding their own despite commodity collapse and China's slowdown.

EM medal winners: top managers of the past four years

As the first full week of the Olympics comes to a close, Citywire Selector takes a look at the EM managers shining since the 2012 Games.

Ireland is a role model for US and Europe, says Hasenstab

The country's biggest backer says indebted nations around the globe need to take a lead from the Emerald Isle.

Building Brazil: what the $66bn stimulus package means

As President Dilma Rousseff plans to pump money into infrastructure, Citywire Global takes a closer look at the knock-on effects.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).