Templeton Emerging Markets Balanced Fund

Fund Description

The fund seeks both income and capital appreciation by principally investing in a diversified portfolio of equity securities and debt obligations issued by governments and government related and corporate entities located in developing or emerging market countries.


Chetan Sehgal, CFA

Chetan Sehgal, CFA®

  • Joined Franklin Templeton in 1995
  • Managed Fund Since 2017
Michael Hasenstab, Ph.D

Michael Hasenstab, Ph.D

  • Joined Franklin Templeton in 1995
  • Managed Fund Since 2011
Laura Burakreis

Laura Burakreis

  • Joined Franklin Templeton in 2006
  • Managed Fund Since 2011


Overall Morningstar Rating As of 02/28/2018

Rating Category: Diversified Emerging Mkts

The fund's overall Morningstar Rating measures risk-adjusted returns and is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) rating metrics.

Historical Morningstar Rating As of 02/28/2018

Years Ratings Funds
in category
3 Stars

Morningstar Style Box

We do not publish a style box for this fund.

Strategy, Benefits, Results


  • The Templeton Emerging Markets Balanced Fund is a fund that invests in at least 25% of its net assets in equity securities and at least 25% of its net assets in debt securities and adjusts the allocation to each to pursue relative opportunities across:
    • Asset Classes
    • Sectors
    • Regions
    • Countries
  • The equity strategy applies a fundamental research, value-oriented, long-term approach to identify undervalued or out-of-favor securities.
  • The fixed income strategy seeks to identify economic imbalances and market inefficiencies that may lead to relative opportunities in interest rates, currencies and credit.


  • One Stop Solution for Emerging Markets Investing. An emerging markets balanced strategy provides a broad opportunity set that can capitalize on both equity and fixed income prospects within emerging markets.
  • Fundamentally Value Oriented. The fund employs a collaborative investment approach combining rigorous fundamental analysis with top-down asset allocation views, attempting to identify relative opportunities across the fund’s investment spectrum.
  • Experience and Expertise. Led by Chetan Sehgal and Michael Hasenstab, two recognized managers in emerging markets and global investing, the fund will leverage the global research expertise of the Templeton Emerging Markets and Global Fixed Income Groups, with over 160 investment professionals located worldwide.1

Selling The Fund

  1. Detail the value-oriented approach of the fund, which seeks relative opportunities across asset classes, sectors, regions and countries.

  2. Detail the expertise behind the fund, the experience of the fund’s Portfolio Managers, as well as the breadth of the investment teams located around the world.

  3. Highlight the global diversification via exposure to multiple emerging markets and asset classes (both equity and fixed income).

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