Balanced Fund

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.

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Important Information

Investments are subject to investment risks, fund value may go up as well as down and past performance is not an indicator or a guarantee of future performance.

The investment returns are denominated in fund currency. Investors investing in funds denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Investors should read carefully the Offering Documents (including the section "Risk Considerations") for the relevant risks associated with the investment in the fund before investing. Please contact your financial advisor if you are in doubt of any information contained in this website. This report is provided by Franklin Templeton Investments (Asia) Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong.

For more information on any of our funds, contact your financial adviser or download a free prospectus. Investors should carefully consider a fund's investment goals, risks, sales charges and expenses before investing. The prospectus contains this and other information. Please read the prospectus carefully before investing or sending money.

The material is for information only and does not constitute investment advice or a recommendation and was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it.