Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Franklin NextStep Balanced Growth A (acc) USD

Ranked 39 out of 62 in - Balanced 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


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 managed by Franklin Templeton Investments entities as well as other asset managers (Underlying Funds). The Fund will seek to maintain an asset allocation exposure generally in the range of 45% to 65% for equities and equity-related securities globally and 35% to 55% for fixed or floating-rate debt securities.

Showing fund performance in United Kingdom View performance globally


Balanced USD over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.7%
2018 -4.0% -4.9% 3.9% 1.9% -4.7%
2017 5.9% 4.3% -1.0% -0.4% 3.0%
2016 7.9% 6.9% 2.2%

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 size141Mn
  • Base currencyUSD
  • ISIN LU1350350846

Purchase Info

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


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

Related News

Franklin Templeton multi-asset manager ends 12-year stint

Veteran fund manager departs to pursue other opportunities.

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