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Templeton Emerging Mkts Balanced A (acc) USD

classificato 5 su 10 di - Multi Asset Bilanciati (Altre valute) su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

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.

Obiettivo

The Fund's investment objective is to maximise, consistent with prudent investment management, a combination of capital appreciation and income. The Fund seeks to achieve its objective by investing principally in a diversified portfolio of equity and debt securities by issuers located, incorporated or have their principal business activities in developing or Emerging Market countries. The Fund will typically invest at least 25% of its assets in Emerging Market equity securities and at least 25% of its assets in debt securities.

Performance

Multi Asset Bilanciati (Altre valute) su un periodo di : 30/06/2017 - 30/06/2018

Rendimento totale

Performance trimestrale

a 30/06/2018 Annuale T1 T2 T3 T4
2018 -1,5% -3,4%
2017 11,8% 9,2% -2,4% 2,5% 2,3%
2016 18,2% -0,3% 6,9% 6,0% 4,7%
2015 -4,8% 12,3% -5,9% -14,6% 5,5%
2014 6,7% -1,9% 5,0% 5,3% -1,7%
2013 -11,7% -0,4% -11,1% 0,4% -0,8%
2012 12,7% 8,2% -2,1% 4,1% 2,3%
2011 -10,1% 7,0%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Belgio
  3. Isole Cayman
  4. Cipro
  5. Repubblica Ceca
  6. Danimarca
  7. Estonia
  8. Finlandia
  9. Francia
  10. Georgia
  11. Germania
  12. Grecia
  13. Hong Kong
  14. Ungheria
  15. Irlanda
  16. Italia
  17. Jersey
  18. Korea
  19. Lettonia
  20. Lituania
  21. Lussemburgo
  22. Macau
  23. Paesi Bassi
  24. Norvegia
  25. Polonia
  26. Portogallo
  27. Singapore
  28. Slovacchia
  29. Spagna
  30. Svezia
  31. Svizzera
  32. Regno Unito

Informazioni sul fondo

  • Inizio collocamento29/04/2011
  • Dimensione share class18Mn
  • Valuta di baseUSD
  • ISIN LU0608807433

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo5.000
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,30%
  • Investimento iniziale1,3

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).