Franklin ESG-Focused Balanced Fund W (Ydis) USD-H1
ISIN LU2319534181 / Valor 11054493
Franklin ESG-Focused Balanced Fund W (Ydis) USD-H1
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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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