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Special Anniversary Message from Ed Perks, Chief Investment Officer of Franklin Income Investors

Join us in recognizing 25 years of excellence with the Franklin Income Fund SICAV. Help us celebrate the growth of our flagship multi-asset strategy that has paid uninterrupted dividends1 through various market cycles.

 

Franklin Income Fund

Franklin Income Fund strategically invests across equities, fixed income, and hybrid securities, aims to generate income and potential capital growth. Leveraging Franklin Templeton’s extensive resources, it scouts the globe to identify the most promising opportunities.

 

What has enabled the fund to thrive for over 25 years?

 

Resilient Income Stream

The monthly distributing share class has provided dividend on a monthly basis for over 20 years1

Diversified Portfolio

With its broad investment scope and flexible asset allocation, the fund is well-positioned to respond to market changes.

Deep Expertise

Since 1948, our multi-asset investment team that has managed the overall Franklin Income strategy has delivered solutions to help investors achieve their goals.

Why Franklin Income Fund?

 

For investors who …

are seeking for a long-term alternate income source

want exposure to global opportunities

seek a blend of income-generating assets and capital appreciation

Meet the Team

Led by Edward D. Perks, the fund’s lead manager since 2004, the Franklin Income Investors team averages over 20 years of experience in delivering income and growth. They leverage actionable insights and a collaborative culture with over 200 colleagues from Franklin Equity Group and Franklin Templeton Fixed Income to identify robust opportunities via a disciplined and flexible approach2.

Edward D. Perks

Lead Portfolio Manager
Managed Fund since 2002

Brendan Circle

Portfolio Manager
Managed Fund since 2019

Todd Brighton

Portfolio Manager
Managed Fund since 2017

Watch videos to learn more

Read more to access the latest fund data and documents.

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Updates and Insights

4 AUGUST 2025

Mid-year update: Staying diversified and income-focused

The first half of 2025 was marked by significant economic and market challenges. Franklin Income Investors CIO Ed Perks provides insights into the current state of the US economy and markets and discusses key themes around staying diversified and income focused through the rest of the year.

5 MAY 2025

Income diversification amid market uncertainty

Equity and fixed income markets have been experiencing significant volatility, driven by a combination of policy uncertainty and economic concerns. Franklin Income Investors CIO Ed Perks analyzes the dynamics of the recent market volatility and the investment opportunities that have emerged.

5 FEBRUARY 2025

Income diversification for uncertain times

US economic resilience should continue to serve as a favorable backdrop for investors in 2025, according to Ed Perks, Chief Investment Officer of Franklin Income Investors. This article explores the implications of this scenario on the equity and fixed income markets, highlighting specific areas that offer promising income opportunities in 2025.

Footnotes

  1. Source: Franklin Templeton. A(Mdis) USD share class of the Fund aims to pay dividend on a monthly basis. Dividends are not guaranteed and are at the discretion of the manager. Dividends may be paid out of distributable income, capital of the Fund, or both. Past dividend payouts are not indicative of future dividend payouts. Dividend rate is not indicative of fund performance. A positive dividend yield does not imply a positive return. Payment of distributions out of capital may result in an immediate reduction of the NAV per share/unit. 
  2. Source: Franklin Templeton.  As of 30 June 2024.