Franklin Global Aggregate Strategy

Overview

The strategy seeks to maximize total return with an emphasis on managing risk. Focusing on global government, sovereign, quasi-sovereign, and corporate issuers, investing primarily in investment grade bonds.

Key Features

Enhanced Investment Process

Investment process aims to identify securities from issuers with favorable metrics, sustainable market positions and attractive relative value.

Tailored to Client Needs

The strategy offers a flexible global multi-sector fixed income investment.

Robust Risk Management

An ongoing and timely assessment of active risk in the portfolio helps to ensure that the risk/return profile is in-line with the team’s views of investment opportunities.

Other Strategies to Consider

Franklin US Low Duration

Strategy Profile

Read more about our investment approach and management team

Contact us to learn about our investment capabilities

Important Information

This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. All investments involve risks, including possible loss of principal. There is no guarantee that a strategy will meet its objective. The value of shares and income received can go down as well as up and investors may not get back the full amount invested. Performance may also be affected by currency and exchange-rate fluctuations. Reduced liquidity may affect the ability to sell assets and have a negative impact on the price of the assets. Currency fluctuations may affect the value of overseas investments. Where a strategy invests in emerging markets, the risks can be greater than in developed markets. Where a strategy invests in derivative instruments, this entails specific risks that may increase the risk profile of the strategy. Where a strategy invests in a specific sector or geographical area, the returns may be more volatile than a more diversified strategy. Investments may also be exposed to operational risks, being the risk that operational processes may fail, resulting in losses as well as other risks (that can be outside of their control).