Franklin U.S. Low Duration Strategy | Franklin Templeton Institutional

Strategy Overview

The strategy invests in investment grade debt securities, government and corporate debt securities and mortgage- asset backed securities. The strategy targets an estimated average portfolio duration of three years or less.

Key Features

Income

Aims to provide a high level of current income, while seeking to preserve capital.

Investment Process

Investment process aims to identify securities from issuers with favourable metrics, sustainable market positions and attractive relative value.

Fundamental and Quantitative Analysis

Intersects bottom-up research from global team of analysts with a proprietary, machine learning-driven, quantitative ranking system designed to target securities that are highly rated from both a fundamental and quantitative perspective.

Management Team

Franklin Templeton Fixed Income

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Important Information

All investments involve risks, including possible loss of principal. Interest rate movements and mortgage prepayments will affect the fund’s share price and yield. Bond prices generally move in the opposite direction of interest rates. Thus, as the prices of bonds in the fund adjust to a rise in interest rates, the fund’s share price may decline. Changes in the financial strength of a bond issuer or in a bond's credit rating may affect its value. The risks associated with higher-yielding, lower-rated securities include higher risk of default and loss of principal. Investment in foreign securities also involves special risks, including currency fluctuations, and political and economic uncertainty. Derivatives, including currency management strategies, involve costs and can create economic leverage in the portfolio which may result in significant volatility and cause the fund to participate in losses (as well as gains) on an amount that exceeds the fund's initial investment.

There is no assurance that the employment of this strategy will result in the investment objective being achieved. Various account minimums or other eligibility qualifications apply depending on the investment strategy or vehicle.

The information contained on this webpage is intended only as a general overview of Franklin Templeton investment capabilities and is for informational purposes only and should not be construed or relied upon as investment advice.

This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice.

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