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You are here: Manager factsheet
Sonal Desai
Franklin Templeton Inv Funds, Franklin Templeton Funds (UK)
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a short track record, the manager has, period by period, consistently managed to outperform the peer group. There is not sufficient data to say whether good stockpicking has had any real effect on results, which have not been particularly exposed to falling markets. The short track record means that the measurements quoted above need to be treated with some caution.
Manager profile
Sonal Desai, Ph.D., is a portfolio manager and director of research for the Franklin Templeton Fixed Income Group's international bond department. She is responsible for shaping the research agenda of the international bond department and providing macroeconomic analysis to the fixed income team. This includes facilitating broader research efforts leveraging the fixed income group's local resources across several emerging markets. Dr. Desai acts as a key resource for the firm's Fixed Income Policy Committee, which provides policy views on sectors, markets and currencies.Dr. Desai has over 16 years of experience in the financial sector. She joined Franklin Templeton in 2009 from Thames River Capital in London, where she was responsible for shaping the top-down global view on macroeconomic and market developments. Dr. Desai started her career as an assistant professor of economics at the University of Pittsburgh, and then worked for over six years at the International Monetary Fund, in Washington DC. She was involved in the negotiation and monitoring of IMF programs in several emerging market countries and in the assessment of the overall design and effectiveness of IMF adjustment programs. Following this, she joined the private financial sector and worked for about five years as director and senior economist for Dresdner Kleinwort Wasserstein in London.Dr. Desai holds a Ph.D. in economics from Northwestern University and earned a B.A. with honors from Delhi University in New Delhi.
Total return for Sonal Desai
 
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Sonal Desai

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Sonal Desai 16.5 1.3 - - - - - - - -
Peer Group Composite 10.6 1.6 - - - - - - - -
Over / Under 5.9 -0.3 - - - - - - - -
Performance vs peer group composite: Sonal Desai
How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
1 year
out of a possible 2
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 2
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Templeton Global Bond Co-managed FO Fixed Int - Global since Jan 01 2011 to present
Templeton Global Bond Euro Co-managed FO Fixed Int - EUR Government since Jan 01 2011 to present
Templeton Global Total Return Co-managed FO Fixed Int - Global since Jan 01 2011 to present
Templeton Global Total Return Bond Co-managed UT Global Bonds since Jan 01 2011 to present
Funds managed previously
Fund Periods
No previously managed funds
 
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