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Franklin Low Duration Total Return Fund;A

Ranked 130 out of 212 in - US Dollar Short Term over 12 months
All calculations are in USD unless stated

Managed by

Roger Bayston

Roger Bayston is currently a senior vice president and portfolio manager in the Franklin Templeton Fixed Income Group. He graduated from the University of Virginia with a BS degree and holds an MBA from the University of California at Los Angeles. Roger served as a portfolio manager in the Investment Management Group at Bankers Trust Company before joining Franklin Templeton. He is a CFA Charterholder and a member of the CFA Society of San Francisco and the CFA Institute.

Kent Burns

Kent Burns graduated from the University of California at San Diego with a BA in quantitative economics and decision sciences, and also holds a master's degree in economic theory from University of California at Santa Barbara. Kent joined Franklin Templeton in 1994 as a research analyst, and is currently a vice president and portfolio manager in the Fixed Income Group. He is a CFA Charterholder and a member of the CFA Society of San Francisco.

Chris Molumphy

Chris Molumphy graduated from Stanford University with a BSc in economics and earned an MBA in finance from the University of Chicago Graduate School of Business. He is an executive vice president and chief investment officer of the Franklin Templeton Fixed Income Group. He started as an analyst in 1988 and was promoted to portfolio manager in 1991, and then director in 1994. He is a CFA Charterholder and a member of the Security Analysts of San Franscisco (SASF), the CFA institute and the San Franscisco Bond Club.

David Yuen

David Yuen, senior vice president, serves as a director of quantitative strategy and risk management in the Franklin Templeton Fixed Income department. Yuen develops portfolio strategies and investment processes with emphasis on sector allocation, portfolio construction and relative value security selection procedures. In addition, he implements and manages the risk management system and the performance attribution procedures. Prior to joining Franklin Templeton, Yuen was senior investment officer for Susquehanna Partners and a manager of fixed income trading at Alex Brown, Inc. Yuen holds a B.S., with honors, in chemistry from the California Institute of Technology and an M.B.A., with honors, in finance from the University of California, Los Angeles Graduate School of Management. Yuen is a Chartered Financial Analyst (CFA) charterholder and is a qualified Financial Risk Manager (FRM), as certified by the Global Association of Risk Professionals.

Objective

The Fund seeks a high level of current income and preservation of capital by investing primarily in investment grade debt securities, including government and corporate debt securities and mortgage- and asset-backed securities, targeting an estimated average portfolio duration of three years or less.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar Short Term over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 1.2% 0.8% 0.3% 0.2% -0.1%
2016 2.7% 0.5% 1.1% 0.8% 0.3%
2015 -0.6% 0.6% -0.1% -0.8% -0.3%
2014 1.0% 0.5% 0.4% 0.1% 0.0%
2013 1.2% 0.5% -0.6% 0.6% 0.7%
2012 4.1% 2.0% -0.1% 1.5% 0.6%
2011 0.6% 1.1% 0.9% -1.9% 0.6%
2010 4.8% 1.7% 0.2% 2.4% 0.4%
2009 8.2% 1.5% 2.5% 2.9% 1.2%
2008 2.3% 2.1% -0.6% -1.1% 1.9%
2007 5.8% 1.3% 0.7% 2.1% 1.6%
2006 4.3% 0.6% 0.5% 1.8% 1.3%
2005 1.3% -0.2% 1.0% 0.2% 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date17/11/2004
  • Share Class size1,481Mn
  • Base currencyUSD
  • ISIN US3536126903

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.35%
  • Initial investment2.25

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