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

Balanced Funds


For the full list of Franklin Templeton funds available in Singapore, please refer to the Prospectus.

How to invest

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

Click here for a list.