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Franklin Real Return Fund;A

Ranked 10 out of 54 in - US Dollar Inflation Linked over 12 months
All calculations are in USD unless stated

Managed by

Kent Burns

Kent Burns graduated from the University of California at San Diego with a BA in quantitative economics and decision sciences, and also holds a master's degree in economic theory from University of California at Santa Barbara. Kent joined Franklin Templeton in 1994 as a research analyst, and is currently a vice president and portfolio manager in the Fixed Income Group. He is a CFA Charterholder and a member of the CFA Society of San Francisco.

Tony Coffey

Tony Coffey is the portfolio manager for a number of Franklin Templeton funds, the largest being the Global Growth & Value Fund. Prior to joining Franklin Templeton, he worked as an associate for Analysis Group Inc. Coffey studied applied mathematics and economics at Harvard University and has an MBA from the University of California at Los Angeles.

Objective

The Fund seeks a total return that exceeds the rate of inflation over an economic cycle. The Fund invests in inflation-indexed securities, investment grade and high yield securities, mortgage-backed and other asset-backed securities, and equity securities with high correlation to broad measures of inflation.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar Inflation Linked over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 2.3% 1.1% -0.8% 1.4% 0.7%
2016 5.3% 2.3% 2.3% 0.6% 0.0%
2015 -6.0% -0.5% -1.0% -4.4% -0.2%
2014 -1.1% 1.2% 2.7% -2.6% -2.3%
2013 0.2% 0.7% -2.3% 1.1% 0.7%
2012 3.7% 2.5% -1.5% 2.2% 0.5%
2011 0.5% 2.6% 0.6% -5.5% 3.2%
2010 6.0% 1.1% -1.3% 3.8% 2.4%
2009 11.4% 2.2% 3.3% 3.6% 1.9%
2008 -4.5% 3.9% 1.3% -4.3% -5.1%
2007 10.2% 2.6% 0.7% 3.5% 3.2%
2006 5.2% 1.2% 1.5% 1.4% 1.0%
2005 3.8% -0.7% 1.9% 2.6% -0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Slovakia
  2. United States

Fund Info

  • Launch date17/11/2004
  • Share Class size142Mn
  • Base currencyUSD
  • ISIN US3536127240

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.41%
  • Initial investment4.25

Related News

Franklin Templeton closes duo's real return fund

US asset manager liquidates fund after assets drop.

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