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Morningstar

Templeton World C TEWTX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis TEWTX

Will TEWTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TEWTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TEWTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TEWTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Backup Manager Addition at Templeton World Does Not Affect Ratings

null Andrew Daniels

Andrew Daniels

Analyst Note

Peter Sartori became a listed manager on Templeton World effective March 31, 2024. Sartori joined Franklin Templeton in 2019 and has 30 years of experience overall, including at First State Investments, Credit Suisse Asset Management, and Nikko Asset Management Asia. While Sartori is now a listed manager, that is in a backup capacity, similar to fellow backup managers Peter Moeschter and Chris Peel (former backup manager Herbert Arnett also left the firm in December 2023). Warren Pustam remains in charge of this offering, with the backup managers not actively involved in investment decisions, so the Morningstar Medalist Ratings stay intact.

by Andrew Daniels
Published on

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