Franklin Moderate Allocation Fund;A

Managed by

Tony Coffey

Tony Coffey is the portfolio manager for a number of Franklin Templeton funds, the largest being the Global Growth & Value Fund. Prior to joining Franklin Templeton, he worked as an associate for Analysis Group Inc. Coffey studied applied mathematics and economics at Harvard University and has an MBA from the University of California at Los Angeles.

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.

Objective

The Fund seeks the highest level of long-term total return consistent with moderate level of risk. The Fund may be most appropriate for investors with an intermediate investment horizon.

This fund is not currently tracked by Citywire in United Kingdom View performance globally

Registered For Sale In

  1. United States