Franklin Global Multi-Asset Income Fund
Our Fund in Focus this month is Franklin Global Multi Asset Income Fund. The fund pursues an actively managed investment strategy. It aims to earn income and to increase the value of its investments over the medium to long term by investing in a wide range of asset classes and geographic regions to support a steady level of annual distribution. In the uncertain asset markets we are currently experiencing, we see a strong logic for clients to hold a diversified multiasset fund such as this in their portfolios, particularly one with an income focus. The fund’s distribution yield is currently circa 3.9%.
Points to Note:
- This fund offers a consistent payout that is derived primarily from income and dividends, but also may include capital gains
- The Fund’s exposure is to a wide range of equity and debt securities worldwide as well as derivatives
- The target market is anyone willing to hold their investment over the medium to long term for a minimum period of 3 to 5 years.
- Since the emergence of covid in March 2020, the fund has returned around 15%, mainly in the form of a consistent level of income.
As always, you should only consider the investment views contained in this Franklin Global Multi Asset Income Fund update in the context of your own attitude to risk and how such choices might impact your Asset Allocation model. Should you wish to discuss your investment portfolio, please contact Harvest Financial Services on 01 2375500 or email firstname.lastname@example.org.
This marketing information has been provided for discussion purposes only. It is not advice and does not take into account the investment needs and objectives, financial position, risk attitude, liquidity needs, capital security needs and/or capacity for loss of any particular person. It should not be relied upon to make investment decisions.
Warning: The return may increase or decrease as a result of currency fluctuations.
Warning: The figures refer to the past. Past performance is not a reliable indicator of future results.
Warning: The value of your investment may go down as well as up. You may get back less than
Warning: The income you get from this investment may go down as well as up.