Franklin Templeton Global Aggregate Bd W (FRT0025AU) Report & Performance

What is the Franklin Templeton Global Aggregate Bd W fund?

Franklin Templeton Global Aggregate Bond Fund is an actively managed yet benchmark aware fund that invests primarily in government and corporate fixed and floating rate securities. The Fund seeks to maximize total investment return, consisting of a combination of interest income and capital appreciation. The investment objective of the Fund is to outperform the benchmark index over a full market cycle using a risk-controlled approach.

  • Invests mainly in investment grade securities, but may invest up to 20% in non-investment grade.
  • Adopts an actively managed yet benchmark-aware strategy.
  • Hedged into Australian Dollars.

Growth of $1000 Investment Over Time

Performance Report

Peer Comparison Report

Peer Comparison Report

Latest News & Updates For Franklin Templeton Global Aggregate Bd W

Franklin Templeton Global Aggregate Bd W Fund Commentary September 30, 2023

The Fund invests in a diversified portfolio of global fixed income securities.

A professionally managed active yet benchmark-aware portfolio seeking to outperform the Bloomberg Barclays Global Aggregate Bond Index (Hedged to AUD).

A disciplined research-driven approach seeking to add value through country and currency allocation, sector rotation, duration and yield curve management, as well as security selection.

READ HISTORICAL PERFORMANCE COMMENTARIES

Product Snapshot

  • Performance Review
  • Product Overview
  • Peer Comparison
  • Product Details

Performance Review

Fund Name Last Month
? Returns after fees in the most recent (last) month).
3 Months Return
? Returns after fees in the most recent 3 months.
1 Year Return
? Trailing 12 month returns.
3 Years Average Return
? Average Annual returns from the last 3 years.
Since Inc. Average Return
? Average (annualised) returns since inception
1 Year Std. Dev. (Annual)
? The standard deviation (or annual volatility) of the last 12 months.
3 Years Std. Dev. (Annual)
? The average standard deviation (or annual volatility) from the last 3 years.
Since Inc. Std. Dev. (Annual)
? The average standard deviation (or annual volatility) since the fund inception.
1 Year Max Drawdown
? The maximum drawdown in the last 12 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
3 Year Max Drawdown
? The maximum drawdown in the last 36 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
Since Inc. Max Drawdown
? The maximum drawdown since inception - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
Franklin Templeton Global Aggregate Bd W1.29%4.48%9.1%-1.36%2.49%5.3%5.91%4.66%-2.61%-13.6%-15.72%

Product Overview

Peer Comparison

Product Details

Product Due Diligence

What is Franklin Templeton Global Aggregate Bd W

Franklin Templeton Global Aggregate Bd W is an Managed Funds investment product that is benchmarked against Global Aggregate Hdg Index and sits inside the Fixed Income - Bonds - Global Index. Think of a benchmark as a standard where investment performance can be measured. Typically, market indices like the ASX200 and market-segment stock indexes are used for this purpose. The Franklin Templeton Global Aggregate Bd W has Assets Under Management of 178.45 M with a management fee of 0.54%, a performance fee of 0.00% and a buy/sell spread fee of 0%.

How has the investment product performed recently?

How is risk measured in this investment product?

What is the relative performance of the investment product?

Does the investment product produce Alpha over its Peers?

What are similar investment products?

What level of diversification will Franklin Templeton Global Aggregate Bd W provide?

How do I compare the investment product with its peers?

How do I compare the Franklin Templeton Global Aggregate Bd W with the Global Aggregate Hdg Index?

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Comments from SMSF Mates

Historical Performance Commentary

Performance Commentary - June 30, 2023

The Fund invests in a diversified portfolio of global fixed income securities.

A professionally managed active yet benchmark-aware portfolio seeking to outperform the Bloomberg Barclays Global Aggregate Bond Index (Hedged to AUD).

A disciplined research-driven approach seeking to add value through country and currency allocation, sector rotation, duration and yield curve management, as well as security selection

Performance Commentary - September 30, 2022

Performance Commentary - June 30, 2021

Performance Commentary - September 30, 2020

Kind words from Aussies managing
their own self funded futures

  • SMSF Mate is a unique website because it has ideas about how to approach SMSFs, insurance and other financial topics that come straight from first hand experience. It's much more useful than what you find on all the other financial websites that just offer generic info that you could easily get on the ATO's website. It's also nice to know there's no financial incentive behind the information, it's legitimately there to help people understand self-managed super funds and how to get the most out of them, not to get an affiliate commission from a broker or other financial services provider. The investment product information is also incredibly useful, I've never seen this kind of functionality on any other website that let's you look at such a wide range of products, sort by what info is most interesting or important to you, and subscribe to updates for different funds and financial products all in one place. Definitely worth checking out if you own or are considering an SMSF!

    David G, Self-Employed, SMSF Owner