Posted inHead To Head

HEAD-TO-HEAD: Jupiter vs Franklin Templeton

FSA compares the Jupiter GF Dynamic Bond Fund with the Templeton Global Total Return Fund.
by Fund Selector Asia
Conclusion

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The Jupiter and Templeton funds provide access to a wide universe of the fixed income market in different ways, Ng said.

“They apply radically different strategies in the funds. It is difficult to say which fund is more superior.”

The differences in sectors and geographies address different investment objectives.

The Jupiter fund has a balanced mix of corporate and government bonds in several developed markets globally. The credit rating is also diversified across the spectrum.

The fund is active in adjusting the allocation depending on the manager’s view.

With a broad-based fixed income exposure, the fund can serve as a core portfolio for investor’s bond exposure, Ng said.

The Templeton fund focuses on investing in emerging markets. The product is more suitable for investors who are seeking fixed income exposure that is uncorrelated to equity markets and to fixed income in developed markets.

“The Templeton fund can be a good diversifier for the investors who need other exposure outside of the key fixed income markets, such as US and Europe,” he added.

He noted that investing in the Templeton fund, investors should be patient as the team is willing to stick to a rather long-term macroeconomic view and investment model.

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