Franklin Templeton Investments – Franklin Templeton Asian Bond Fund Review
Fund objective
Franklin Templeton Investments – Franklin Templeton Asian Bond Fund aims to maximise total investment return consisting of a combination of interest income, capital appreciation and currency gains by investing principally in a portfolio of fixed and floating rate debt securities and debt obligations of government and government-related issuers and/or corporate entities located throughout Asia.
Investment Strategy
Franklin Templeton Investments – Franklin Templeton Asian Bond Fund will invest principally in debt securities and debt obligations issued by government, government-related entities and corporations located in Asia. It may also invest, amongst others, in (i) debt securities and debt obligations of government, government-related entities and corporations from outside of Asia that may be affected by Asian financial or economic developments (limited to 33% of its net assets), or (ii) debt obligations issued by supranational entities such as the European Investment Bank.
Franklin Templeton Investments – Franklin Templeton Asian Bond Fund can use derivatives for hedging, efficient portfolio management and/or investment purposes. The Fund may distribute income gross of expenses. Whilst this might allow more income to be distributed, it may also have the effect of reducing capital. · The Fund may invest up to 25% of its net assets in debt securities issued and/or guaranteed by a single sovereign issuer (including its government, public or local authority) with a credit rating below investment grade at the time of purchase.
Who is Franklin Templeton Investments – Franklin Templeton Asian Bond Fund suitable for?
Franklin Templeton Investments – Franklin Templeton Asian Bond Fund is only suitable for investors who:
- seek total investment return consisting of interest income, capital appreciation and currency gains
- seek to invest in debt securities of issuers located throughout Asia
- plan to hold their investment for the medium to long-term
Dividend or Income payout frequency: Monthly or Accumulating
For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.
What are the key risks of Franklin Templeton Investments – Franklin Templeton Asian Bond Fund?
The value of Franklin Templeton Investments – Franklin Templeton Asian Bond Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.
Some of the key risks associated with Franklin Templeton Investments – Franklin Templeton Asian Bond Fund are described below:
Market and Credit Risks
- Your investments are subject to interest rate risk
- You are exposed to credit risks of issuers
- Investing in emerging markets involve certain risks
- Your investments are subject to currency movement risks
Liquidity Risks
- Fund liquidity may be affected during exceptional circumstances
- The Fund is not listed
Product-Specific Risks
- You are exposed to derivative risk
Investment Fees and Charges
For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.
Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.
Where can I get more details about Franklin Templeton Investments – Franklin Templeton Asian Bond Fund
- Franklin Templeton Investments – Franklin Templeton Asian Bond Fund Fact Sheet (Open in New Window)
- Franklin Templeton Investments – Franklin Templeton Asian Bond Fund Product Highlight Sheet (Open in New Window)
- Speak to a licensed licensed financial adviser
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