Franklin NextStep Stable Growth A (acc) USD

Ranked 16 out of 25 in - Conservative USD over 12 months
All calculations are in GBP unless stated

Managed by

Ricky Chau

Thomas Nelson

Tom Nelson is a senior vice president and director of investment solutions for Franklin Templeton Solutions. In this role he oversees the strategic asset allocation and asset class research team as well as FT Solutions' traditional asset portfolio management team. He also co-chairs the FT Solutions Global Investment Committee (GIC). Nelson joined Franklin Templeton Investments in 2007 and co-founded the firm's quantitative research services group upon joining the company. He moved to Franklin Templeton Solutions in 2009. Prior to working at Franklin Templeton, Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.

Ian M. Riach

May Tong

Objective

To seek the highest level of long-term total return. Total return includes capital growth and income. The Fund intends to achieve its objective by investing its net assets principally in units of UCITS and other open and closed-end UCIs (including exchange traded funds), managed by Franklin Templeton Investments entities as well as other asset managers (Underlying Funds), providing exposure to equity securities of any market capitalisation as well as fixed or floating-rate debt securities of issuers located anywhere in the world.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative USD over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.4%
2018 0.9% -4.4% 4.0% 1.6% -0.1%
2017 -0.7% 1.7% -1.9% -1.5% 1.0%
2016 8.4% 5.1% 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Cayman Islands
  2. Georgia
  3. Hong Kong
  4. Italy
  5. Luxembourg
  6. Poland
  7. Portugal
  8. Singapore
  9. United Kingdom

Fund Info

  • Launch date05/02/2016
  • Share Class size13Mn
  • Base currencyUSD
  • ISIN LU1350350259

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.80%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).