Franklin U.S. Low Duration Fund I(acc)USDRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -0.2 | 1.5 | 7.3 | -0.4 | 1.9 |
![]() | +/-Cat | 0.7 | 1.0 | -3.3 | 0.7 | 0.2 |
![]() | +/-B’mrk | -0.3 | 1.3 | -1.0 | 0.9 | 0.1 |
Category: USD Diversified Bond - Short Term | ||||||
Category Benchmark: Morningstar US 1-3Y Core Bd... |
Key Stats | ||
NAV 14/08/2024 | USD 14.87 | |
Day Change | -0.24% | |
Morningstar Category™ | USD Diversified Bond - Short Term | |
ISIN | LU0195953400 | |
Fund Size (Mil) 31/07/2024 | USD 276.84 | |
Share Class Size (Mil) 14/08/2024 | USD 11.56 | |
Max Initial Charge | - | |
Ongoing Charge 30/04/2024 | 0.59% |
Morningstar Research |
Analyst Report | 26/10/2023 Eric Jacobson, Director Morningstar, Inc |
Franklin U.S Low Duration’s team and approach has seen changes in recent years, including incorporating more quantitative resources and inputs than many peers. These changes haven’t yet demonstrated their value, though, and the strategy often... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 22 |
Performance | |
Price |
Investment Objective: Franklin U.S. Low Duration Fund I(acc)USD |
The Fund’s investment objective is to provide as high a level of current income as is consistent with prudent investing, while seeking preservation of shareholders’ capital. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Patrick Klein 01/08/2022 | ||
Sonal Desai 31/12/2018 | ||
Click here to see others | ||
Inception Date 31/08/2004 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg US Govt/Credit 1-3 Yr TR USD | Morningstar US 1-3Y Core Bd TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Franklin U.S. Low Duration Fund I(acc)USD | 31/07/2024 |
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