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 justask@harvestfinancial.ie.