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Templeton Global Total Return Fund
Templeton Global Total Return Fund
Franklin Templeton Investment Funds
Templeton Global Total Return Fund
Regional Portfolio Structure(Semi-Annual Comparison)
Price
 
Ranking
Sector: Global-Fixed Interest-Other Income
Size: (USD) 2 060 000 000
 
Sector Rank: 5 out of 5
(lump sum over 3 years to 30 Nov 2024)
 
Overall Rank: 401 out of 485
(lump sum over 3 years to 30 Nov 2024)
 
R20000 invested on 30 Nov 2021 was worth R20 823 at 30 Nov 2024
(1.35% annual compound return)
 
R5000 per month since 30 Nov 2021 was worth R186 933 at 30 Nov 2024
(2.44% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Focus and Objective
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.
 
Technical Overview
Benchmark: Bloomberg Multiverse Index
Base currency: USD Pricing system: Forward
Formation date: 12 Jun 2023
 

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