Franklin NextStep Moderate Fund W(Mdis)USD header image

Franklin NextStep Moderate Fund W(Mdis)USD

Fund

ISIN LU1402199597 / Valor 32399698

NAV (2025-03-13)
USD 14.73-0.20%

Franklin NextStep Moderate Fund W(Mdis)USD
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General Objective

The fund aims to seek the highest level of total investment return by achieving an increase in the value of its investments and earning income over the long term.

Fund Exposure

The fund invests mainly in units of mutual funds providing exposure to equity securities and debt securities of any quality issued by governments and corporations of any size and from any country, including emerging markets.

Risks

The fund is subject to risks such as counterparty risk, credit risk, derivative instruments risk, emerging markets risk, and foreign currency risk. The fund does not offer any capital guarantee or protection, and investors may not get back the amount invested.

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Source

https://www.franklintempleton.lu/our-funds/price-and-performance/products/20820/Z/franklin-next-step-moderate-fund/LU1350352206

Tags:
global allocation balanced fund 50% msci acwi 50% bloomberg global aggregate

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OTHER SHARE CLASSES OF THIS FUND

Franklin NextStep Moderate Fund A(Mdis)USD
Franklin NextStep Moderate Fund A(Mdis)USD Franklin NextStep Moderate Fund A(Mdis)USD Valor: 31293847
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Annual Return

-50%0%+50%

Risk level

110
-0.20%USD 14.67
Franklin NextStep Moderate Fund A(Acc)USD
Franklin NextStep Moderate Fund A(Acc)USD Franklin NextStep Moderate Fund A(Acc)USD Valor: 31293837
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Annual Return

-50%0%+50%

Risk level

110
-0.25%USD 16.21
Franklin NextStep Moderate Fund W(Mdis)GBP-H1
Franklin NextStep Moderate Fund W(Mdis)GBP-H1 Franklin NextStep Moderate Fund W(Mdis)GBP-H1 Valor: 31293839
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Annual Return

-50%0%+50%

Risk level

110
-0.21%GBP 14.18
Franklin NextStep Moderate Fund W(Mdis)EUR-H1
Franklin NextStep Moderate Fund W(Mdis)EUR-H1 Franklin NextStep Moderate Fund W(Mdis)EUR-H1 Valor: 32399699
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Annual Return

-50%0%+50%

Risk level

110
-0.25%EUR 12.20