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You are here: Manager factsheet

David Zahn

Franklin Temp Intnl Serv SARL, Franklin Templeton Funds (UK)
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has under-performed the peer group more often than not. stock picking has not really benefited results, which have tended to be similar in rising and falling markets.
Manager profile
David Zahn, senior vice president, is responsible for managing the Global Aggregate and Euro Aggregate fixed income strategies. He is a member of the Fixed Income Policy Committee and is a portfolio manager for many of the European Franklin Templeton fixed income funds.Prior to joining Franklin Templeton in 2006, Mr. Zahn was a senior portfolio manager at Citigroup Asset Management.Mr. Zahn holds a B.S. in business administration from the University of Maine and an M.B.A in finance from the University of Connecticut.He is a Chartered Financial Analyst (CFA) Charterholder and is a qualified Financial Risk Manager (FRM).
Total return for David Zahn
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : David Zahn

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
David Zahn 7.0 -0.8 3.3 18.1 -3.0 -3.5 10.6 -5.1 5.7 -1.3
Peer Group Composite 7.1 0.1 4.7 17.7 -3.0 -2.6 9.9 -4.3 6.1 -0.7
Over / Under -0.1 -0.9 -1.4 0.4 0.0 -0.9 0.7 -0.8 -0.4 -0.6
Performance vs peer group composite: David Zahn
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
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Franklin Euro Government Bond Co-managed FO Fixed Int - EUR Government since Aug 31 2007 to present
Franklin Euro Short-Term Money Market Co-managed FO Currency - Euro since Oct 23 2009 to present
Franklin European Corporate Bond Co-managed FO Fixed Int - EUR Corporate Bond since Apr 30 2010 to present
Franklin Global Aggregate Bond Co-managed FO Fixed Int - Global since Oct 29 2010 to present
Franklin European Total Return Co-managed FO Fixed Int - EUR Investment Grade since Apr 30 2013 to present
Franklin Euro Short Duration Bond Co-managed FO Fixed Int - EUR Short/ Medium Maturity since Feb 21 2014 to present
Franklin European Income Co-managed FO Mixed Asset - Balanced since Nov 17 2014 to present
Franklin UK Corporate Bond Lead manager UT Sterling Corporate Bond since Feb 13 2017 to present
Franklin UK Gilt Lead manager UT UK Gilts since Feb 13 2017 to present
Franklin Green Target Income 2024 Co-managed FO Fixed Int - EUR High Yield since May 10 2019 to present
Funds managed previously
Fund Periods
Franklin Euro Liquid Reserve since Aug 01 2007 to fund close
Franklin Global Aggregate Investment Grade Bond since Jun 22 2012 to fund close
Franklin Strategic Bond since Aug 01 2012 to fund close
Franklin Global Government Bond since Sep 06 2013 to fund close
Franklin Corporate Bond since Oct 01 2007 to fund close
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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