FTIF Templeton Global Balanced Fd A (acc) SGD

PSPL Risk Classification: Medium to High

The Fund seeks capital appreciation and current income by investing principally in equity securities and government debt securities issued by entities throughout the world, including emerging markets. The portfolio manager anticipates that the majority of the Fund’s portfolio is normally invested in equity or equity-linked securities.
Fund Information
  • Asset Class:Balanced
  • Sector:Diversified
  • Geography:Global
  • Benchmark index:60% MSCI World + 40% JPM Global Govt Bond Index
  • Launch Date:25 Oct 2007
  • Launch Price:10
  • Fund Currency:SGD
  • Fund Source: CASH,SRS-IA
  • CPF Risk Classification:-
  • Price Made Known On:T+2
  • Price Type:Net Asset Value
  • Dealing Cut Off Time:3:00PM Spore Time
Information
Cash CPFOA-IA CPFSA-IA SRS-IA
Minimum Investment AmountSGD 1000--SGD 1000
Minimum Subsequent InvestmentSGD 500--SGD 500
Minimum Redemption Amount ($)/units0 Unit(s)--0 Unit(s)
Relevant Charges
Cash CPFOA-IA CPFSA-IA SRS-IA
POEMS Sales Charge0%--0%
Internal Switch-in Charge/Min Switch-in Charge0.00 % / $ 0.00--0.00 % / $ 0.00
External Switch-in ChargeNA--NA
Redemption/Realisation ChargeNA--NA
Annual Management Fee1.3%--1.3%
Annual Trustee Fee--
Expense Ratio1.65%--1.65%
Fund Manager Sales ChargeNA--NA
Admin FeeNA--NA
Information
Period Performance (%) Volatility (%) Ratio
1 Year -4.09 12.84 -0.32
2 Years NA 16.65 NA
3 Years 16.38 19.93 0.82
5 Years 7.84 27.31 0.29
10 Years 34.29 33.77 1.02

The performance figures are calculated using NAV to NAV prices (before sales charge, if any) and does not take into account dividends, if any.

Information
Morningstar Ratings
Overall
3 Years
5 Years
10 Years