Franklin ESG-Focused Balanced Fund A (Ydis) EUR header image

Franklin ESG-Focused Balanced Fund A (Ydis) EUR

Fund

ISIN LU2319533530 / Valor 11055359

NAV (2025-11-21)
EUR 10.75+0.84%

Franklin ESG-Focused Balanced Fund A (Ydis) EUR
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The Franklin ESG-Focused Balanced Fund aims to generate income and grow investment value by actively managing a diversified portfolio of primarily European and euro-denominated debt securities, including government, government-related, and corporate bonds, with high yield investments capped at 15%. In addition to fixed income, the fund invests in global equities from developed markets, ensuring that at least 80% of its equity holdings are comprised of companies included in the MSCI World Index. This balanced approach integrates environmental, social, and governance (ESG) factors to create a sustainable and well-rounded investment portfolio.

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Tags:
esg msci world balanced

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OTHER SHARE CLASSES OF THIS FUND

Franklin ESG-Focused Balanced Fund I (Ydis) EUR
Franklin ESG-Focused Balanced Fund I (Ydis) EUR Franklin ESG-Focused Balanced Fund I (Ydis) EUR Valor: 11056553
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Annual Return

-50%0%+50%

Risk level

110
0.82%EUR 11.06
Franklin ESG-Focused Balanced Fund W (Ydis) EUR
Franklin ESG-Focused Balanced Fund W (Ydis) EUR Franklin ESG-Focused Balanced Fund W (Ydis) EUR Valor: 11054493
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.91%EUR 11.04
Franklin ESG-Focused Balanced Fund A (Ydis) USD-H1
Franklin ESG-Focused Balanced Fund A (Ydis) USD-H1 Franklin ESG-Focused Balanced Fund A (Ydis) USD-H1 Valor: 11054478
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Annual Return

-50%0%+50%

Risk level

110
0.78%USD 11.62
Franklin ESG-Focused Balanced Fund I (Ydis) USD-H1
Franklin ESG-Focused Balanced Fund I (Ydis) USD-H1 Franklin ESG-Focused Balanced Fund I (Ydis) USD-H1 Valor: 11056553
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Annual Return

-50%0%+50%

Risk level

110
0.84%USD 11.95
Franklin ESG-Focused Balanced Fund A (acc) EUR
Franklin ESG-Focused Balanced Fund A (acc) EUR Franklin ESG-Focused Balanced Fund A (acc) EUR Valor: 11054478
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Annual Return

-50%0%+50%

Risk level

110
0.79%EUR 11.53
Franklin ESG-Focused Balanced Fund R (acc) EUR
Franklin ESG-Focused Balanced Fund R (acc) EUR Franklin ESG-Focused Balanced Fund R (acc) EUR Valor: 11055359
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Annual Return

-50%0%+50%

Risk level

110
0.84%EUR 11.99
Franklin ESG-Focused Balanced Fund W (Ydis) USD-H1
Franklin ESG-Focused Balanced Fund W (Ydis) USD-H1 Franklin ESG-Focused Balanced Fund W (Ydis) USD-H1 Valor: 11054493
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.85%USD 11.93