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Templeton Emerging Mkts Balanced A (acc) USD

classificato 10 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.


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.


Multi Asset Bilanciati (Altre valute) su un periodo di : 31/10/2017 - 31/10/2018

Rendimento totale

Performance trimestrale

a 30/09/2018 Annuale T1 T2 T3 T4
2018 -1,5% -3,4% -1,3%
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

Asset Allocation

Ripartizione dell'investimento


I 10 principali strumenti in portafogliolio

Azioni Dimensioni
Naspers Ltd ORD 4,58%
Samsung Electronics Co Ltd ORD 4,43%
Fed Home Loan Bk 0.000% 02-Jul-2018 3,05%
Taiwan Semiconductor Manufacturing Co Ltd ORD 2,90%
Brilliance China Automotive Holdings Ltd ORD 2,53%
Alibaba Group Holding Ltd DR 2,51%
Argentina 16.000% 17-Oct-2023 2,00%
Tencent Holdings Ltd ORD 1,88%
Colombia 7.000% 04-May-2022 1,87%
Indonesia 7.000% 15-May-2022 1,69%

Registrato Per La Vendita In

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

Informazioni sul fondo

  • Inizio collocamento29/04/2011
  • Dimensione share class15Mn
  • Valuta di baseUSD
  • ISIN LU0608807433

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo5.000
  • Investimento aggiuntivo minimo0


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

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