Franklin UK Gilt Fund

Franklin Templeton Funds

Summary of Fund Objective

The Fund aims to achieve a combination of income and capital growth over the medium to long term.

The Fund will invest primarily in gilts and securities issued by the government of the United Kingdom. The Fund may invest up to 20% of its net asset value in Government bonds of any other nation. All of the Fund’s investments will be in investment grade securities. Further, no more than 10% of the Fund’s investments will be denominated in currencies other than UK sterling. In addition, the Fund may invest in supranational and government-related issuers.


David Zahn

  • London, United Kingdom
  • Years With Firm: 13
  • Years Of Experience: 25

What are the Key Risks?

The value of shares in the Fund and income received from it can go down as well as up and investors may not get back the full amount invested. Performance may also be affected by currency fluctuations. Currency fluctuations may affect the value of overseas investments. There is no guarantee that the Fund will meet its objective.

  • The Fund may distribute income gross of expenses. Whilst this might allow more income to be distributed, it may also have the effect of reducing capital.
  • The Fund invests mainly in gilts and securities issued by the UK government. Such securities have historically proven to present some stability over time and have benefited from a limited exposure to interest rates and movements in the bond market but the performance can fluctuate over time.
  • Other significant risks include: derivatives risk, liquidity risk.
For full details of all of the risks applicable to this Fund, please refer to the “Risk Factors” section of the  Fund in the current prospectus of Franklin Templeton Funds.