Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Franklin Strategic Income A (Mdis) USD

Ranked 143 out of 161 in - Global Flexible 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.

Patricia O'Connor

Objective

The Fund's primary investment objective is to earn a high level of current income. As a secondary investment objective, the Fund seeks capital appreciation over the long term. The Fund invests principally in debt securities globally, including those in Emerging Markets. For the purpose of this Fund, debt securities shall include all varieties of fixed and floating rate income securities, including bank loans (through regulated investment funds), bonds, mortgage and other asset-backed securities and convertible securities. The Fund may invest up to 100% of its assets in low-rated and non investment grade debt securities of issuers worldwide.

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

Performance

Global Flexible over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 3.2% 1.5% 0.8% 1.1% -0.2%
2016 6.7% 1.7% 2.7% 2.5% -0.3%
2015 -5.3% 0.3% -0.7% -4.2% -0.7%
2014 1.1% 1.8% 1.8% -1.2% -1.2%
2013 2.6% 1.5% -2.1% 1.3% 1.9%
2012 11.6% 5.0% 0.3% 3.7% 2.2%
2011 1.6% 2.1% 1.3% -4.8% 3.1%
2010 10.2% 3.6% -0.4% 5.4% 1.3%
2009 22.8% 1.1% 9.9% 7.5% 2.9%
2008 -10.0% 0.4% -0.5% -5.3% -4.8%
2007 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date12/07/2007
  • Share Class size143Mn
  • Base currencyUSD
  • ISIN LU0300737201

Purchase Info

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

Charges

  • Annual management0.75%

Related News

Franklin Templeton closes duo's real return fund

US asset manager liquidates fund after assets drop.

Franklin Templeton to close US total return fund

US asset manager announces plans to combine strategies to produce a better economy of scale, Citywire Selector can reveal.

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