Franklin Strategic Income Fund Z(acc)USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 0.9 | 2.2 | -0.4 | 2.2 | 1.3 | |
+/-Cat | -1.9 | 1.6 | -2.2 | 1.7 | -0.4 | |
+/-B’mrk | -3.3 | 2.9 | 1.7 | 2.8 | 1.2 | |
Category: USD Flexible Bond | ||||||
Category Benchmark: Morningstar US Core Bd TR USD |
Key Stats | ||
NAV 25/04/2024 | USD 14.54 | |
Day Change | -0.80% | |
Morningstar Category™ | USD Flexible Bond | |
ISIN | LU0476944854 | |
Fund Size (Mil) 31/03/2024 | USD 522.48 | |
Share Class Size (Mil) 25/04/2024 | USD 8.85 | |
Max Initial Charge | - | |
Ongoing Charge 09/02/2022 | 1.07% |
Morningstar Research |
Analyst Report | 23/01/2024 Maciej Kowara, Strategist Morningstar, Inc |
Franklin Strategic Income’s team and approach has seen some changes in recent years, including incorporating more quantitative resources. These changes haven’t yet demonstrated their value, though, and the strategy often takes risks that have not... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Franklin Strategic Income Fund Z(acc)USD |
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. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Patrick Klein 01/08/2022 | ||
Sonal Desai 31/12/2018 | ||
Click here to see others | ||
Inception Date 26/02/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg US Agg Bond TR USD | Morningstar US Core Bd TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Franklin Strategic Income Fund Z(acc)USD | 31/03/2024 |
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