Managing risk to achieve better outcomes

Franklin Templeton Multi Asset Funds

Historically, Investors have diversified their portfolios to provide more consistent returns while minimizing risks. However, traditional asset diversification has not always provided the downside protection intended. That's because seemingly different asset classes can actually share many of the same underlying risks. This means that at times of crisis, market forces can push differing asset classes in the same direction, subjecting clients to unintended volatility.

A Better Approach

Franklin Templeton’s Multi Asset Team makes use of a larger toolkit of investments than traditional asset classes to create a greater degree of portfolio diversification, more predictable returns and lower volatility.

Learn more about Risk Factor Investing in Portfolio Manager, Matthias Hoppe's Blog

OUR RANGE OF MULTI-ASSET FUNDS

Franklin Diversified Funds*

For investors targeting specific levels of risk and return on their investments

Franklin Diversified Funds are a family of outcome oriented multi asset funds focused on delivering the stated objectives of target return and target volatility. Investors can choose from any of the three Diversified Funds based on their risk appetite and return objectives.

Why consider this fund?

  1. 1. Dynamic approach to risk-factor investing
    The Diversified Funds have the flexibility to adjust individual risk factor exposures to lower overall portfolio volatility and exploit opportunities and inefficiencies in the current market environment.

  2. 2. An expanded investment universe
    By expanding the investment opportunity set, the funds have the ability to isolate exposure to individual risks and assign portfolio holdings based on their specific characteristics.

  3. 3. Target returns and target volatility aligned with investor goals
    The funds employ an outcome oriented strategy focused on delivering the stated objectives of target return & target volatility.

Three global, outcome-oriented funds - free from benchmark, asset class or geographic restraints - focused on providing investors with a target return within a targeted volatitilty range."

Matthias Hoppe
Lead Portfolio Manager

Target Returns and Volatility

Franklin Diversified Funds – A range of target returns and volatility1.

FundTarget Return Over EURIBORTarget Volatility
Franklin Diversified Conservative Fund 2% + 3-5%
Franklin Diversified Balanced Fund 3.5% + 5-8%
Franklin Diversified Dynamic Fund 5% + 8-11%

Performance Track Record2
Return as of 30 June 2017 (%)

Performance Track Record

  • Fund
  • Peer Group
  • Excess Return

Portfolio Managers

Matthias Hoppe

  • Frankfurt, Germany
  • Years With Firm: 9
  • Years Of Experience: 17

Franklin Global Multi-Asset Income Fund*

For investors looking for reliable income while preserving capital

In pursuit of regular income, investors typically compromise on growth of their capital or the level of risk in their investments. For such investors, a global multi asset income solution could be the answer.

Franklin Global Multi-Asset Income Fund uses a globally diversified mix of asset classes and investment strategies to offer a consistent and reliable income stream, strong long-term capital growth and lower volatility than the global equity market.

Why consider this fund?

  1. 1. Target Distribution Rate
    The Fund's goal is to offer a consistent annual distribution pay-out through a combination of coupons, dividends, covered call writing and capital gains.

  2. 2. Capital Preservation and Appreciation
    Managers strategically draw upon a global suite of assets that is conservative enough to preserve capital but is also focused on growing capital. With no benchmarks, the asset allocation goals are unconstrained.

  3. 3. Consistent Income
    The Fund is designed to provide a stable income source for a long-term investor, offering a consistent annual distribution from one year to the next.

  4. 4. Target Risk
    Managers will target 50% of the volatility of global equities (MSCI ACWI) to further the goal of providing a predictable investment solution.

A global, multi asset approach to generating investment income - while still achieving long-term capital growth."

Matthias Hoppe
Lead Portfolio Manager

Performance Track Record3
As of 30 June 2017 (%)

Performance Track Record

  • Fund
  • Peer Group
  • Excess Return

Discrete Annual Performance – as of December 31, 2017

Franklin Global Multi-Asset Income Fund

CurrencyDec-16/Dec-17Dec-15/Dec-16Dec-14/Dec-15Dec-13/Dec-14Dec-12/Dec-13Inception Date
A (Qdis) EUR EUR 2,24 3,70 3,02 12,32 - 26/04/2013
Custom 55% Bloomberg Barclays Multiverse (Hedged in EUR) + 40% MSCI All Country World + 5% Bloomberg Commodity Index (%) EUR 4,03 7,68 7,97 15,66 3,76

Portfolio Managers

Matthias Hoppe

  • Frankfurt, Germany
  • Years With Firm: 9
  • Years Of Experience: 17

Thomas Nelson

  • New York, United States
  • Years With Firm: 10
  • Years Of Experience: 26

Download Materials

Fund profile documents