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You are here: Manager factsheet

Derek Taner

Franklin Temp Intnl Serv SARL
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Manager profile
Based in San Francisco in the US, Derek is responsible for the management of a number of sector portfolios, specialising in the healthcare sector. Derek began his investment career in 1993 as a fixed-income analyst with Franklin Templeton and was promoted to assistant portfolio manager in 1997. In 2000, he joined the firm’s equity department and was named co-manager of its equity-income portfolios. Before joining our company in 2005, Derek was working as a portfolio manager for Franklin Templeton’s health care fund from 2002 through 2005 — the final two years as lead manager. Derek earned a BSc degree in business administration with an emphasis in accounting and finance and a Master of Business Administration degree from the Haas School of Business at the University of California (Berkeley). He holds the Chartered Financial Analyst® (CFA®) designation.
Total return for Derek Taner
Discrete calendar year performance : Derek Taner

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
Derek Taner 8.0 11.8 0.7 -4.8 20.3 - - 10.4 8.8 1.7
Peer Group Composite 6.4 10.4 -0.6 -8.1 23.4 - - 10.4 15.2 4.7
Over / Under 1.6 1.4 1.3 3.3 -3.1 - - 0.0 -6.4 -3.0
Performance vs peer group composite: Derek Taner
How a manager matches up against their peers gives you some idea of how talented they are. 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
4 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Templeton Global Income Co-managed FO Mixed Asset - Balanced since Apr 11 2022 to present
Templeton Global Value and Income Co-managed FO Mixed Asset - Flexible since Apr 11 2022 to present
Funds managed previously
Fund Periods
Invesco Global Health Care since Jan 17 2006 to fund close
Templeton Global Leaders since Apr 11 2022 to Jun 26 2025
FTF Templeton Global Leaders since Sep 15 2020 to Feb 27 2022
Invesco Global Health Care Innovation since Sep 10 2018 to Nov 09 2018
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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