Franklin Templeton Multisector Bond Fund - W Class
About this Fund
|FUND MANAGER||Franklin Templeton Investments Australia|
|ASSET CLASS||FIXED INTEREST|
|INVESTMENT STYLE||The Fund invests in fixed income securities and debt obligations.|
|INVESTMENT PROFILE||The Fund's investment objective is to achieve a total return over the long-term, from a combination of income, capital growth and currency gains.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||Bloomberg Barclays Global Multiverse (Hedged into AUD) Index|
|FUND SIZE||Bloomberg Barclays Global Multiverse (Hedged into AUD) Index|
|NO. OF HOLDINGS||150-200|
|FEES||0.85% p.a. of the net asset value of the Fund referable to W class Units|
Benefits of investing in the Franklin Templeton Multisector Bond Fund - W Class
The significant benefits of the Fund are:
Medium to High
The significant features of the Fund are:
How we invest your money
The Fund invests in a portfolio of global fixed income securities and debt obligations of governments, government-related, municipal or corporate issuers worldwide, as well as Derivatives. Derivatives will not be used to gear or leverage the Fund's investment portfolio.
Below investment-grade exposure is limited to no more than 50% of portfolio net assets at the time of investment.â€‹
At the date of the PDS, the Fund does not intend to borrow to achieve the stated investment objectives.
We believe that a portfolio built around a diversified set of active management positions has the potential to generate the most attractive information ratios over a full market cycle. We seek to accomplish this by implementing a large number of small, low-correlated active positions, in order to reduce the risk of poor performance from any single active position. We look to keep this strategy benchmark aware but unconstrained, seeking to reap the full benefits of our global fixed income expertise. Our global framework, significant bottom-up resources and integrated quantitative group allow us to identify market inefficiencies which we seek to exploit while utilising a disciplined risk management process.
Franklin Templeton's value-based investment style combines the qualitative analysis of macroeconomic factors with sophisticated quantitative tools in a benchmark-agnostic yet risk-controlled framework. Our investment process is structured to pursue diversified sources of alpha across securities, sectors and global markets. We aim to add value by exploiting market inefficiencies through both top-down allocation decisions and bottom-up security selection on a tactical and strategic basis. Qualitative analysis is used in identifying secular trends and evaluating each of the factors that affect countries, currencies and sectors. Proprietary and non-proprietary systems provide the framework to manage these components and understand the sources of risk and expected returns.