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Strategy Overview 

The strategy invests in investment grade debt securities, government and corporate debt securities and mortgage- asset backed securities. The strategy targets an estimated average portfolio duration of three years or less. 

Key Features

Income

Aims to provide a high level of current income, while seeking to preserve capital. 

Investment Process

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

Fundamental and Quantitative Analysis

Intersects bottom-up research from global team of analysts with a proprietary, machine learning-driven, quantitative ranking system designed to target securities that are highly rated from both a fundamental and quantitative perspective. 

Other Strategies to Consider

Franklin Global Aggregate

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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).