Adaptability for global investing success

Templeton Global Balanced Fund

Templeton Global Balanced Fund provides Canadian investors with a simple way to access the broader investment opportunity set available in global equity and fixed income markets. The portfolio taps into the global resources, knowledge and best ideas from two leading investment teams:

  • Templeton Global Equity Group
  • Templeton Global Macro

The fund's co-lead managers, Heather Arnold (the Templeton Global Equity Group's Director of Research) and Dr. Michael Hasenstab (Templeton Global Macro's Chief Investment Officer), have over 50 years of investment industry experience.

A Flexible Strategy for Varying Market Cycles

You need a flexible portfolio in today’s changing world. Managed by global investment leaders, Templeton Global Bond Fund’s flexible asset allocation takes advantage of market opportunities. Its global balanced approach can also limit downside risk. The result is a strong outperformance.

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Uncovering Attractive Opportunities

On the equity side, the fund invests in stocks trading below their intrinsic value. Stocks are selected after a rigorous pre-screening process that allows their inclusion in Templeton's proprietary watch list. On the fixed income side, the fund identifies opportunities based on an analysis of interest rates, exchange rates and yield spreads.

Employing a Flexible Bottom-Up Allocation

The Fund's asset allocation is determined through on-the-ground global research by both teams that compares valuations across asset classes relative to underlying fundamentals and levels of market volatility. The investment team has the flexibility to adjust the Fund's allocation to capitalize on market opportunities, while at the same time mitigating risk.

Seeking Competitive Returns with Relatively Low Volatility

The fund's allocation flexibility and wide variety of opportunities allow for performance potential in a wide variety of market environments, which may help reduce overall portfolio volatility and improve your chances of earning more consistent returns over time versus a pure stock portfolio.

Active Management In Action

Based on underlying fundamentals and levels of market volatility the investment team has the flexibility to adjust the asset allocation as necessary to take advantage of market opportunities or provide added risk mitigation.

Templeton Global Balanced Fund
Active Allocation Over Time

As of December 31, 2018

Templeton Global Balanced Fund active allocation over time

Source: Franklin Templeton Investments, as of December 31, 2018. Chart based on historical market value figures that reflect the trading value of the investments. Percentages may not total 100% and may be negative due to rounding, use of any derivatives, unsettled trades or other factors. The definition of cash in this chart may not match the definition of “cash and cash equivalents” listed in the fund facts or management reports of fund performance for the fund, which includes bonds that have a remaining term to maturity of 365 days or less that are issued by certain governments, supranational agencies or financial institutions and have a “designated rating” (as defined in Canadian securities law). As such, the cash amounts listed may differ.

Key Materials

The historical annual compound rates of return for Series F units of Templeton Global Balanced Fund as of December 31, 2018 , are: 1 year 5.63%, 3 years 4.41%, 5 years 7.99%, 10 years 7.48% and 6.51% since inception (December 12, 2005). The indicated rates of return are historical annual compounded total returns including changes in unit or share value and reinvestment of all distributions and dividends and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Series F is available to investors participating in programs that do not require Franklin Templeton to incur distribution costs in the form of trailing commissions to dealers. As a consequence, the management fee on Series F is lower than on Series A. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus or fund fact document before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.