InvestNow Fund Manager – Franklin Templeton

InvestNow is an online investment platform that provides access to over 140 investment options to Kiwi investors. We specialise in providing access to KiwiSaver, Managed Funds & Term Deposits, and choose only the best Fund Managers to partner with.

Franklin Templeton is one of 20+ specialist Fund Managers that have partnered with InvestNow.

What Franklin Templeton has to say

Franklin Resources, Inc., is a global investment management organisation, operating as Franklin Templeton, which is headquartered in California. Franklin Resources, Inc., provides, through its subsidiaries, deep investment expertise across all asset classes – including equity, fixed income, and multi-asset solutions. Franklin Resources, Inc. is listed on the New York Stock Exchange and has employees in over 34 countries.

From large institutions to individual investors, each of our clients wants the same thing. To achieve their financial goals. And for more than 70 years, we’ve helped them do exactly that. Everything we do at Franklin Templeton is focused on delivering our clients better outcomes. And that’s why clients in more than 160 countries have entrusted us with their investments, making us one of the world’s largest asset managers with over USD $1.4 trillion* (as at 30 June 2020) in assets under management.

Franklin Templeton provides centralised business and distribution support for all of its Specialist Investment Managers, which includes world-renowned specialist investment managers such as Martin Currie, Western Asset, Brandywine Global and QS Investors. These managers operate independently under their own investment process and each is considered an industry expert in their asset class.

In February, Franklin Templeton announced it would be acquiring Legg Mason and this transaction successfully completed on Friday, 31 July 2020. Legg Mason Australia is now part of Franklin Resources, Inc.

*as of 30/06/20. Assets under management represent combined assets of Franklin Templeton, Legg Mason, and subsidiary investment management groups. Franklin Templeton acquired Legg Mason on 31/7/20.

Franklin Templeton funds available on InvestNow

This fund is an actively managed, flexible bond fund that seeks to maximise total return by investing in government and corporate bonds issued globally, including in emerging market countries. The fund may invest in derivatives, to reduce risk and to generate additional growth or income for the fund.

Some of the key benefits include:

  • Alpha seeking, high conviction strategy with a benchmark agnostic, unconstrained approach
  • Strict risk limits in place to avoid over-exposure to any one region or issuer
  • Searches the globe for the highest real yields
  • Big picture investing driven by large scale macroeconomic themes
  • Takes advantage of currency opportunities

Product Disclosure Statements for these products are available to view here.

Please note, to invest in these funds on InvestNow, you need to have an InvestNow account.

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