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Templeton Emerging Markets Balanced Fund;A

Ranked 5 out of 21 in - Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

Laura Burakreis

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.

Chetan Sehgal

Chetan Sehgal is an executive vice president and the director of Global Emerging Markets and Small Cap Strategies for the Templeton Emerging Markets Group. In this capacity, he is responsible for strengthening the overall Global Emerging Markets and Small Cap strategies, providing guidance and thought leadership, coordinating appropriate resources and coverage, and leveraging the group's expertise to add value across products within the strategies. Prior to joining Franklin Templeton, Mr. Sehgal was a senior ratings analyst for the Credit Rating Information Services of India, Ltd. Mr. Sehgal earned a BE mechanical (honors) from University of Bombay and a post-graduate diploma in management from the Indian Institute of Management in Bangalore, where he specialized in finance and business policy and graduated as an institute scholar. Mr. Sehgal speaks English and Hindi and is a CFA charterholder.

Objective

The Fund seeks both income and capital appreciation. The Fund invests 80% of its assets in equity securities, fixed and floating rate debt obligation issued by government and corporate entities of developing or EM countries. The Fund invests are primarily common & preferred stocks, ADR, GDR, EDR and High-yield bonds.

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

Performance

Emerging Markets over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 28.3% 11.0% 4.8% 6.6% 3.5%
2016 14.3% 4.3% 3.8% 7.0% -1.4%
2015 -14.5% -0.3% -2.1% -14.7% 2.8%
2014 -5.2% -1.9% 4.5% -2.9% -4.8%
2013 -9.1% -2.8% -10.4% 3.6% 0.8%
2012 17.4% 11.6% -6.3% 6.5% 5.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date03/10/2011
  • Share Class size29Mn
  • Base currencyUSD
  • ISIN US88019R5752

Purchase Info

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

Charges

  • Annual management0.14%
  • Initial investment0

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