WHERE TO LOOK FOR
INCOME OPPORTUNITIES?

  1. Some funds apply an actively managed asset allocation approach and could experience losses if the Manager’s judgment about markets, future volatility, interest rates, industries, sectors and regions prove to be incorrect. Legislative or regulatory developments (which may apply retrospectively) may affect the investment techniques available to the Manager.
  1. Some funds may invest in investment funds which there can be no assurance that (1) the liquidity of the underlying investment funds will always be sufficient to meet redemption requests; and (2) the investment objective will be successfully achieved despite the due diligence and monitoring procedures undertaken by the Manager.
  2. Some funds may invest in emerging market securities which are exposed to higher risk of economic, political and regulatory changes that may pose additional risk to the some funds.
  3. Some funds may invest in non-investment grade debt securities and/or defaulted debt securities on which the issuers are not currently making interest payment, and as a result may be subject to liquidity and counterparty default risks.
  4. Some funds may invest up to 100% of their total net assets in structured products, mortgage- and asset-backed securities and derivatives (such as credit default swaps, forwards and options), and is subject to significant liquidity and counterparty default risks.
  5. Some funds’ value may be affected by exchange control regulations and changes in exchange rates.
  6. Some funds may invest extensively in financial derivative instruments for hedging purposes as well as investment purposes which may expose the corresponding fund to the potential for significant losses and as a result may be subject to counterparty and volatility risk.
  7. Some funds may at its discretion pay dividends out of the capital or out of gross income of the fund while paying all or part of the fund’s fees and expenses out of the capital of the fund, which results in effectively paying dividends out of capital.
  8. Payment of dividends out of capital amounts to a return or withdrawal of part of an investor’s original investment or from any capital gains attributable to that original investment.
  9. Any distributions involving payment of dividends out of some funds’ capital or payment of dividends effectively out of some funds’ capital (as the case may be) may result in an immediate reduction of the net asset value per share.
  10. Investment involves risks which may result in loss of part or entire amount of your investment. Before you decide to invest, you should make sure the intermediary has explained to you that the fund is suitable to you. Investors should not only base on this marketing material alone to make investment decisions.

Are you satisfied you have access to the best income opportunities?
Explore some of our funds to help expand your sources of income.

Sustainable Income

Capital Appreciation

Diversified Portfolio

Managed Risk

Market Updates:

Franklin Select Global Multi-Asset Income Fund

  • A global multi-asset income portfolio with strategic allocation
  • Monthly stable and multiple income source
  • Targeted monthly yield at 5%^
  • Outperformed traditional fixed income in rising rate period
  • USD, HKD, RMB-Hedged share classes available

Templeton Global Total Return Fund

  • A diversified global fixed income portfolio
  • Unconstrained and flexible allocation
  • Invests globally in developed and emerging markets to achieve higher yields
  • Seeks opportunities in undervalued emerging market currencies

Overall Morningstar Rating1 :

Read now

Templeton Emerging Markets Bond Fund

  • A flexible emerging markets fixed income portfolio
  • Seeks undervalued emerging market fixed income opportunities
  • Supported by on the ground research team
  • Over 9% annualized yield in the past 12 months^#

Overall Morningstar Rating1 :

Read now

Templeton Emerging Markets Balanced Fund

  • A balanced income solution in emerging markets equity and fixed income
  • Targeted yield of 5% per
    annum ^
  • Monthly and quarterly distribution share classes available
  • Proved resilient in rising rate period

Overall Morningstar Rating1 :

Read now

More Income Opportunities:

All-in-one Solution. Focus on Income.

Franklin Select Global Multi-Asset Income Fund

Tactical Allocation and Diversifier: Invests in a broad mix of asset classes, regions and sectors globally with access to ETFs and quality Franklin Templeton mutual funds.

Stable and Multiple Income Source: Focus on income generating investment vehicles with targeted monthly dividend yield at 5%^.

Multi-Asset Strategy Exhibits Lower Volatility During Market Anxiety

Standard Deviation (Annualised)1
July 2016 – April 2018

Sustainable Income Opportunity and Share Class Options

The Fund targets a monthly dividend payout of 5%^ and offers three distribution share classes in USD, HKD and RMB-hedged to suit your investment needs.

Record DateEx-Dividend DatePayment DateRate/Share (USD)Re-invest Price (USD)Annualized Return#
(as of month)
07.06.2018 08.06.2018 15.06.2018 0.040 9.58 5.13%
08.05.2018 09.05.2018 16.05.2018 0.041 9.59 5.25%
10.04.2018 11.04.2018 18.04.2078 0.041 9.70 5.19%
07.03.2018 08.03.2018 15.03.2018 0.041 9.78 5.15%
07.02.2018 08.02.2018 15.02.2018 0.043 9.80 5.39%
08.01.2018 09.01.2018 16.01.2018 0.043 10.12 5.22%
07.12.2017 08.12.2017 15.12.2017 0.042 10.05 5.13%

Why Multi-Asset Strategy?

In today’s constantly evolving market environment, flexibility and diversification are key to your portfolio in managing risks while capturing sources of returns around the globe. Build a responsive, return-generating portfolio with a multi-asset portfolio.

TOP

Tap Into a World of Global Fixed Income Opportunities

Templeton Global Total Return Fund

A global fixed income portfolio that invests in developed and emerging markets across currencies and sectors (government or corporate bonds etc.) flexibly. The award-winning Fund seizes opportunities in selected emerging markets sovereign bonds in rising rates cycle. Maintain low portfolio duration to navigate a rising-rate environment. Unconstrained global fixed income strategies that focus on maximizing total return rather than tracking a benchmark.

Invest Globally to Achieve Higher Yields

Attractive yields can be found outside of the major developed countries.

Government Bond Yields3

Attractive Prospect of Select Emerging Market Currencies

The valuation of emerging market currencies are at historical low and there are tremendous investment opportunities in emerging market currencies which are currently undervalued such as Mexican Peso and Indian Rupee.

J.P. Morgan Emerging Markets Currency Index4

What lies ahead on the Fed’s road to policy normalization?

Dr. Michael Hasenstab, CIO of Global Macro, shares his views of what is missing from the markets.

TOP

Seek for Income Opportunities Beyond Developed Fixed Income Markets

Templeton Emerging Markets Bond Fund

A global fixed income portfolio that invests in emerging markets across currencies and sectors (government or corporate bonds etc.) flexibly. The Fund seizes opportunities in selected emerging markets sovereign bonds in today’s rising rates cycle. Maintain low portfolio duration to navigate a rising-rate environment. Unconstrained global fixed income strategies that focus on maximizing total return rather than tracking a benchmark.

Strategic Allocation on Countries with Potential

The Fund’s unconstrained strategy allows managers to focus on the longer-term prospects of countries invested. For instance, Brazil, Mexico and Indonesia.

Yield to Maturity of Brazilian Bonds Vs Brazilian Real Per USD4

Stable Dividend Income Opportunities

Over 9% average annualized yield in the past 12 months^#.
Monthly and quarterly distribution share classes^ available.

Record DateEx-Dividend DatePayment DateRate/Share (USD)Re-invest Price (USD)Annualized Return#
(as of month)
07.06.2018 08.06.2018 15.06.2018 0.070 8.21 10.73%
07.05.2018 08.05.2018 15.05.2018 0.065 8.51 9.56%
06.04.2018 09.04.2018 16.04.2078 0.076 8.86 10.79%
07.03.2018 08.03.2018 15.03.2018 0.065 8.86 9.17%
07.02.2018 08.02.2018 15.02.2018 0.073 8.93 10.26%
08.01.2018 09.01.2018 16.01.2018 0.074 8.97 10.36%
07.12.2017 08.12.2017 15.12.2017 0.072 8.98 10.06%
07.11.2017 08.11.2017 15.11.2017 0.069 8.97 9.63%
06.10.2017 09.10.2017 16.10.2017 0.067 9.11 9.19%
07.09.2017 08.09.2017 15.09.2017 0.072 9.20 9.81%
07.08.2017 08.08.2017 15.08.2017 0.071 9.14 9.73%
07.07.2017 10.07.2017 17.07.2017 0.070 9.13 9.60%

Outlook For Emerging Markets Bond

Dr. Michael Hasenstab, CIO of Global Macro, discusses the tremendous investment opportunities in emerging market fixed income.

TOP

A Balanced Income Solution in Emerging Markets Equity and Fixed Income

Templeton Emerging Markets Balanced Fund

A combination of capital appreciation and income with a target yield of approximately 5% per annum^.

This balanced portfolio typically invest at least 25% of its assets in Emerging Market equity securities and at least 25% of its assets in debt securities and has outperformed traditional fixed income.

Strong Performance Versus Morningstar Peer Group

Annualised Returns vs Peers3,4
As of 30 June 2018

Exposure To The Best of Both Worlds

Flexibility to pursue investment opportunities across equities and fixed income, as well as Sectors and Countries in global emerging markets.

FTIF – Templeton Emerging Markets Balanced Fund, the Fund will typically invest at least 25% of its net assets in Emerging Market equity securities and at least 25% of its net assets in Emerging Market debt securities but the proportion of its net assets allocated to each may vary over time depending on the Investment Managers’ view of the relative attractiveness of each asset class.

TOP