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Templeton Emerging Mkts Balanced A (acc) USD

Rang 2 von 5 in - Mischfonds - Ausgewogen (Sonstige) über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Laura Burakreis

Carlos Hardenberg

Carlos Hardenberg is senior vice president and the Director of Frontier Markets Strategy for the Templeton Emerging Markets Group at Franklin Templeton Investments. In this capacity, he is responsible for setting the overall strategy for his respective area, providing guidance and thought leadership, coordinating appropriate resources and coverage, and leveraging the group's expertise to add value across products within the strategy. Prior to joining Franklin Templeton in 2002, Mr. Hardenberg was an analyst in the Corporate Finance Department for Bear Stearns International in London. He entered the financial services industry in 1999. Mr. Hardenberg holds a M.Sc., with distinction in investment management from London City University Business School (UK) and a B.Sc., with honours in business studies from the University of Buckingham (UK). He speaks German, English and Spanish.

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.

Anlageziel

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

Mischfonds - Ausgewogen (Sonstige) über : 30.04.2017 - 30.04.2018
  • Rangfolge 2/5 Gesamtertrag
  • Rangfolge 1/5 Standardabweichung
  • Rangfolge 1/5 Maximaler Verlust
Fondsname Currency Rendite
1 AG Asia Pacific Multi Asset A Acc Hedged EUR

Währungsrisiko ist abgesichert

Währungsrisiko ist abgesichert

EUR

7,8%

2 Templeton Emerging Mkts Balanced A (acc) USD EUR

0,9%

3 SGKB (LUX) Fund - Danube Tiger (EUR) B EUR

-0,9%

4 Invesco Asia Balanced A Acc USD EUR

-5,8%

5 AG Diversified Income A MInc USD EUR

-6,2%

Fondsname Currency Risiko
1 Templeton Emerging Mkts Balanced A (acc) USD EUR

5,1

2 AG Asia Pacific Multi Asset A Acc Hedged EUR

Währungsrisiko ist abgesichert

Währungsrisiko ist abgesichert

EUR

5,8

3 AG Diversified Income A MInc USD EUR

7,2

4 Invesco Asia Balanced A Acc USD EUR

7,2

5 SGKB (LUX) Fund - Danube Tiger (EUR) B EUR

7,6

Fondsname Currency Verlust
1 Templeton Emerging Mkts Balanced A (acc) USD EUR

-2,6%

2 AG Asia Pacific Multi Asset A Acc Hedged EUR

Währungsrisiko ist abgesichert

Währungsrisiko ist abgesichert

EUR

-4,2%

3 SGKB (LUX) Fund - Danube Tiger (EUR) B EUR

-5,2%

4 Invesco Asia Balanced A Acc USD EUR

-6,6%

5 AG Diversified Income A MInc USD EUR

-9,4%

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 31.03.2018 Jährlich Q1 Q2 Q3 Q4
2018 -1,5%
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%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Belgien
  3. Kaimaninseln
  4. Zypern
  5. Tschechien
  6. Dänemark
  7. Estland
  8. Finnland
  9. Frankreich
  10. Georgien
  11. Deutschland
  12. Griechenland
  13. Hong Kong
  14. Ungarn
  15. Irland
  16. Italien
  17. Jersey
  18. Korea
  19. Lettland
  20. Litauen
  21. Luxemburg
  22. Macau
  23. Niederlande
  24. Norwegen
  25. Polen
  26. Portugal
  27. Singapur
  28. Slowakei
  29. Spanien
  30. Schweden
  31. Schweiz
  32. Vereinigtes Königreich

Information über den Fonds

  • Starttermin29.04.2011
  • Größe der Anteilsklasse19Mn
  • BasiswährungUSD
  • ISIN LU0608807433

Kaufinformation

  • Mindestanlage (initial)5.000
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,30%
  • Ausgabeaufschlag1,3

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)