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Franklin Global Multi-Asset Income A (acc) EUR

Ranked 58 out of 58 in - Balanced EUR over 12 months
All calculations are in GBP unless stated

Managed by

Toby Hayes

Matthias Hoppe

Matthias Hoppe graduated from Julius-Maximilian University of Wurzburg with a master’s degree in economics. He started his career as a marketing specialist for equity derivatives at Commerzbank and later was a staff writer for a financial newspaper, covering investment funds and derivative products. He later joined Apo Asset Management in Dusseldorf where he was a senior portfolio manager. Matthias is currently a fund manager at Franklin Templeton and is a member of the FTMAS Asset Allocation Strategy Committee.

Objective

The Funds investment objective is to achieve a level of total return consisting of income and capital appreciation, allowing it to support a steady level of annual distribution. There is no guarantee that the Fund will achieve its objective. The Fund intends to achieve its objective by actively managing direct and indirect exposure to equities, fixed income securities, cash and equivalents, collective investment schemes and indirect exposure to alternative investments (including but not limited to commodities and property).

Showing fund performance in United Kingdom View performance globally

Performance

Balanced EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.9%
2018 -13.3% -3.9% -1.8% -0.4% -7.8%
2017 6.5% 2.1% 1.3% 0.3% 2.7%
2016 20.1% 7.8% 6.3% 5.1% -0.2%
2015 -2.1% 3.6% -5.6% -2.2% 2.4%
2014 4.7% 1.4% 0.4% 1.0% 1.8%
2013 -2.5% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Hungary
  13. Ireland
  14. Italy
  15. Jersey
  16. Latvia
  17. Lithuania
  18. Luxembourg
  19. Malta
  20. Netherlands
  21. Norway
  22. Poland
  23. Portugal
  24. Singapore
  25. Slovakia
  26. Spain
  27. Sweden
  28. Switzerland
  29. United Kingdom

Fund Info

  • Launch date26/04/2013
  • Share Class size21Mn
  • Base currencyUSD
  • ISIN LU0909060385

Purchase Info

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

Charges

  • Annual management0.85%
  • Initial investment0.85%

Related News

Fortem hires multi-asset boss from Franklin Templeton

Hayes, who used to work for Franklin Templeton, has 18 years' industry experience.

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