FTGS Franklin Multi-Asset Balanced Fund PR USD Accumulation header image

FTGS Franklin Multi-Asset Balanced Fund PR USD Accumulation

Fund

ISIN IE00BJGWK809 / Valor 49196645

NAV (2026-05-29)
USD 151.21+0.29%

FTGS Franklin Multi-Asset Balanced Fund PR USD Accumulation
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

The FTGS Franklin Multi-Asset Balanced Fund aims to generate income and grow in value by primarily investing in a balanced mix of equity-oriented and bond-oriented mutual funds. At least 35% of its assets are allocated to diversified equity funds that cover various countries, industries, and company sizes, with no more than 10% in emerging markets and potential investments in real estate. Similarly, a minimum of 35% is invested in bond funds, including corporate and government bonds from around the world, both high and lower-rated, as well as asset-backed securities like those tied to mortgages or car loans, with up to 10% in emerging markets. The fund’s manager actively adjusts the balance between equities and bonds based on their view of market and economic conditions.

Content summarized by AI chatbot
Tags:
growth income msci all country world index bloomberg barclays aggregate index

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

FTGS Franklin Multi-Asset Balanced Fund A USD Accumulation
FTGS Franklin Multi-Asset Balanced Fund A USD Accumulation FTGS Franklin Multi-Asset Balanced Fund A USD Accumulation Valor: 25407914
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.28%USD 165.51
FTGS Franklin Multi-Asset Balanced Fund A USD Dis (A)
FTGS Franklin Multi-Asset Balanced Fund A USD Dis (A) FTGS Franklin Multi-Asset Balanced Fund A USD Dis (A) Valor: 25407918
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.27%USD 165.51
FTGS Franklin Multi-Asset Balanced Fund X USD Accumulation
FTGS Franklin Multi-Asset Balanced Fund X USD Accumulation FTGS Franklin Multi-Asset Balanced Fund X USD Accumulation Valor: 31955993
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.28%USD 123.74