Franklin Income Fund

Franklin Templeton Investment Funds

Summary of Fund Objective

The Fund aims to maximise income while maintaining prospects for capital appreciation by investing primarily in equity securities and long & short-term debt securities. The Fund may invest up to 25% of its net assets in non-U.S. securities.

Investor Profile

  • Seeking a high level of income and prospects of some capital appreciation.
  • Seeking to access a portfolio of both equity and fixed income securities via a single fund.
  • Planning to hold their investment for the medium to long term.



MANAGEMENT

Edward D. Perks

  • California, United States
  • Years With Firm: 26
  • Years Of Experience: 26

Matt Quinlan

  • California, United States
  • Years With Firm: 12
  • Years Of Experience: 23

Todd Brighton

  • California, United States
  • Years With Firm: 18
  • Years Of Experience: 14

Richard Hsu

  • California, United States
  • Years With Firm: 22
  • Years Of Experience: 22

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.

  • The Fund invests mainly in a diversified portfolio of U.S. equity, equity-related and debt securities. Such securities have historically been subject to price movements that may occur suddenly due to equity market- and bond market-specific factors. As a result, the performance of the Fund can fluctuate over time.
  • 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.
  • Other significant risks include: credit risk, currency risk, liquidity risk.
For full details of all of the risks applicable to this Fund, please refer to the “Risk Considerations” section of the Fund in the current prospectus of Franklin Templeton Investment Funds.