Balanced

What are Balanced Funds?

A balanced fund primarily invests in a mixture of both equities and fixed income securities. Unlike life-cycle or target date funds, balanced funds generally stick to a relatively fixed asset mix. Balanced funds are designed for investors seeking a mixture of income and capital appreciation, with potentially less volatility, all in one fund.

Approach

We utilize a flexible and diversified approach, searching across various asset classes including equities, fixed income and convertibles.

Our bottom-up investment process is driven by the fundamental research of Franklin Templeton’s equity and fixed income sector analysts. By combining the expertise from both groups, we can construct a holistic view of a company’s capital structure.

A Balanced Approach to Investing

Our balanced funds pull from a dynamic blend of stocks and bonds, to help provide a more stable and less volatile investment.

Flexible and Opportunistic

Flexible allocation across regions, countries, asset classes and sectors. Actively managed to precisely isolate desired exposures.

Comprehensive, Bottom-Up Analysis

Comprehensive, rigorous bottom-up analysis with long-term focus allows us to look beyond short-term noise and identify the fundamental value of a security.

Investment Capabilities

  • European Region
  • Emerging Markets
  • Global
  • U.S.
  • Convertibles

How to invest

Franklin Templeton balanced funds are available for purchase through one of our authorised distributors.

Click here for a list.