$1.6 Trillion Franklin Templeton Launches Low Volatility & Yield Seeking Bond Fund Franklin Global Low Volatility Bond Fund with Hang Seng Bank Appointed as Distributor in Hong Kong, Invests at Least 65% of NAV in Government-Related Investment Grade Debt Securities, New Fund Managed by Franklin Templeton Fixed Income Team Chris Siniakov, Andrew Canobi & Joshua Rout
17th January 2025 | Hong Kong
United States asset manager Franklin Templeton ($1.6 trillion AUM) has launched a low volatility & yield seeking bond fund (Franklin Global Low Volatility Bond Fund) with Hang Seng Bank appointed as distributor in Hong Kong. Franklin Global Low Volatility Bond Fund invests at least 65% of NAV (Net Asset Value) in government-related investment grade debt securities, and is managed by Franklin Templeton fixed income team Chris Siniakov, Andrew Canobi & Joshua Rout. Announcement: “Franklin Templeton has announced the launch of its new Franklin Global Low Volatility Bond Fund, with Hang Seng Bank currently serving as the distributor in Hong Kong. The low volatility strategy, managed by Chris Siniakov, Andrew Canobi and Joshua Rout from Franklin Templeton Fixed Income, aims to harness yield opportunities in high-quality global bonds. Managed by a dedicated and long-established fixed income team, the Franklin Global Low Volatility Bond Fund primarily invests at least 65% of its net asset value in investment grade debt securities issued by governments, government-related entities, including supranational organizations supported by several national governments. Designed to capitalize on global yield opportunities across various market segments, the low volatility strategy also emphasizes active duration management to ensure that portfolio volatility is controlled within the target limit.” In 2024 September, Franklin Templeton launched the flagship Franklin Income Fund new Class Q shares exclusive to OCBC clients in Singapore with subscription closing on 24th September 2024.
“ $1.6 Trillion Franklin Templeton Launches Low Volatility & Yield Seeking Bond Fund Franklin Global Low Volatility Bond Fund with Hang Seng Bank Appointed as Distributor in Hong Kong, Invests at Least 65% of NAV in Government-Related Investment Grade Debt Securities, New Fund Managed by Franklin Templeton Fixed Income Team Chris Siniakov, Andrew Canobi & Joshua Rout “
Simon Wong, Co-Head of Hong Kong & Head of Retail Sales, Greater China, Franklin Templeton, commented: “We are excited to launch the Franklin Global Low Volatility Bond Fund in Hong Kong, highlighting our commitment to providing low volatility options for investors navigating today’s market conditions. The Fund focuses on high-quality assets within global bond markets which have historically exhibited lower volatility, offering a strong foundation for long-term investment strategies and potentially greater resilience through periods of market volatility. Designed to capture income opportunities for investors, the Fund will endeavor to maximize total investment return, combining consistent dividend income with long term capital appreciation. The Fund offers monthly distribution share classes, which aim to pay dividend on a monthly basis. Dividend is not guaranteed. The Fund may pay dividend out of the capital of the Fund. Currently available to a diverse group of investors via Hang Seng Bank, we look forward to expanding our distribution network as we collaborate
Chris Siniakov, Managing Director, Franklin Templeton Fixed Income: “As we enter 2025, the US economy is expected to maintain a strong growth momentum. The re-election of President Donald Trump should provide robust support to the US market due to significant changes in economic policy. Earnings-friendly tax cuts and deregulation, accompanied by supportive macroeconomic fundamentals, are set to foster investment and economic growth. In addition, we see that the US Treasury has shown relative stability in the year following the Fed’s initial rate cut. On the other hand, non-US corporate credit and emerging market bonds might be impacted by major shifts in US policies. Therefore, our investment strategy will focus on selecting issuers and sectors that are somewhat insulated from US policy fluctuations. Overall, we believe that the global bond index is on an upward trajectory, offering numerous yield opportunities. We are confident that the Franklin Global Low Volatility Bond Fund can help meet investors’ desire for global yield opportunities in different market segments.”
Franklin Templeton – Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,500 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and approximately US$1.6 trillion in assets under management as of December 31, 2024.
$1.6 Trillion Franklin Templeton Launches Flagship Franklin Income Fund New Class Q Shares Exclusive to OCBC Clients in Singapore with Subscription Closing on 24th September 2024, Non-Guaranteed Monthly Dividend Payments at Discretion of Fund Manager, 0% Initial Sales Charge, Additional Fees of Up to 3% if Redeemed Within 3 Years, Class Q Shares Automatically Convert to Class A Shares after 3 Years, Fund Available in USD & SGD
7th September 2024 – Franklin Templeton ($1.6 trillion AUM) has launched the flagship Franklin Income Fund new Class Q shares exclusive to OCBC clients in Singapore with subscription closing on 24th September 2024. The Class Q shares targets to distribute non-guaranteed monthly dividend payments at the discretion of the fund manager, and has 0% initial sales charge. Additional fees of up to 3% to apply if redeemed within 3 years, with the Class Q shares automatically converting to Class A shares after 3 years. The fund is available in USD & SGD. Announcement: “Franklin Templeton today announced its partnership with OCBC to launch the new Class Q shares (Q (Mdis) USD and Q (Mdis) SGD-H1) for its flagship Franklin Income Fund, which will be offered exclusively to OCBC clients in Singapore. Designed to promote long-term investing, the new Class Q shares on offer has been launched with 0% initial sales charges upon subscription, and are available in US dollar and Singapore dollar. Additional fees will apply on early redemption within three years of purchase, and Class Q shares will be converted automatically to its corresponding Class A after the expiry of the three-year period. The Class Q shares aim to distribute dividend on a monthly basis. The subscription period for the Class Q shares will close on 24 September 2024. With a 76-year history in the U.S., the Franklin Income strategy has a proven track record in income generation and capital appreciation. The SICAV version of the Franklin Income Fund, which celebrated its 25th anniversary this year, has weathered multiple markets cycle and remained resilient while delivering compelling income to investors.” In 2024 July, Franklin Templeton & Japan SBI Holdings have signed a MoU (Memorandum of Understanding) to setup a joint venture in Japan, with the joint venture to combine Franklin Templeton investment products including ETFs (Exchange-traded funds) & experience in digital assets with SBI Holdings distribution & integrated financial services capabilities including securities, asset management, banking & insurance in Japan.
Clement Lee, Head of Retail Sales, Southeast Asia, Franklin Templeton: “We are delighted to partner with OCBC, one of the largest banks in Singapore, to bring our flagship multi-asset Franklin Income Fund via this new share class to investors in Singapore. Exclusively created for OCBC, this marks the first time that we are launching the Class Q shares in Singapore. Tailored to encourage long-term investing, the Class Q shares offer investors the benefit of zero initial sales charges during the offer period1 when they remain invested for a minimum of three years.”
Stephen Tong, Senior Client Portfolio Manager, Franklin Income Investors: “Amid increased economic uncertainties and market volatility, we believe the Franklin Income Fund will resonate with Singapore investors seeking income across varying market conditions. The fund’s dynamic asset allocation which flexibly allocates between a broad range of equities and bonds to adapt to changing markets, ensures diversification across multiple asset classes, offering opportunities for both income generation and capital appreciation. With a seasoned fund management team and an established track record, we are confident that the Franklin Income Fund can help meet investors’ desire for income in this evolving market environment.”
Notes:
- There is no initial sales charge upon subscription into the Q (Mdis) USD and Q(Mdis) SGD-H1 share classes, however the share classes are subject to an early redemption fee of up to 3% for redemptions within three years of purchase. For more details, please refer to the prospectus.
- Dividends are not guaranteed and are at the discretion of the manager, and may be paid out of distributable income, capital of the fund or both. Dividend payments are made in share class currency and are distributed monthly. Past dividend yields and payouts does not predict nor guarantee future dividend yields and payouts. Payment of distributions out of capital may result in an immediate reduction of the NAV per share/unit. Please refer to our website for Dividend Composition Information.
- The SICAV version of the Franklin Income Fund is one of the accounts adopting the wider Franklin Income strategy. The fund and strategy may share different investment objectives, risks profiles and fee structures. Past performance of the Investment Manager is not necessarily indicative of the Investment Manager’s future performance.
About Franklin Templeton – Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,500 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over US$1.6 trillion in assets under management as of July 31, 2024.
$1.6 Trillion Franklin Templeton & Japan SBI Holdings Sign MoU to Setup Joint Venture in Japan, Combines Franklin Templeton Investment Products Including ETFs & Experience in Digital Assets with SBI Holdings Distribution & Integrated Financial Services Capabilities Including Securities, Asset Management, Banking & Insurance in Japan
Jenny Johnson, President and CEO of Franklin Templeton: “We are excited to collaborate with SBI Holdings, a leading online financial conglomerate in Japan. The extensive reach of SBI’s iconic brand amongst younger audiences in Japan aligns well our commitment to help this new generation of investors achieve their goals through our future-focused investment solutions. This strategic partnership underscores our shared belief that best-in- class financial capabilities should be more accessible for investors. It also represents a tremendous step forward to broaden our client reach and solidify our commitment in the market.”27th July 2024 – United States asset manager Franklin Templeton ($1.6 trillion AUM) & Japan SBI Holdings have signed a MoU (Memorandum of Understanding) to setup a joint venture in Japan, with the joint venture to combine Franklin Templeton investment products including ETFs (Exchange-traded funds) & experience in digital assets with SBI Holdings distribution & integrated financial services capabilities including securities, asset management, banking & insurance in Japan. Franklin Templeton (26/7/24): “Franklin Templeton has signed a Memorandum of Understanding (MoU) with SBI Holdings (“SBI”), a Japanese Internet-based financial conglomerate providing a wide range of financial services including securities, asset management, banking, and insurance, to establish a joint venture (“JV”) in Japan. The proposed JV will harness best-in-class capabilities of both firms by combining Franklin Templeton’s comprehensive suite of investment products including ETFs, and its experience in digital assets, with SBI’s strength in distribution, integrated financial services capabilities and reach in the Japanese market … … With increased volatility across global markets, emerging asset classes including digital assets and cryptocurrencies, that have low correlation with traditional assets such as equities and fixed income, can help to diversify risk in an investor’s portfolio. Through this strategic partnership, Franklin Templeton and SBI will aim to provide investors in Japan with greater access to a diversified range of investment solutions. With over 100 indexed and active ETFs, Franklin Templeton’s global ETF platform has grown significantly, and has more than USD 27 billion in assets under management as of June 30, 2024. As regulations related to digital assets and ETFs continue to evolve in Japan, the proposed JV will seek to enable new synergies by leveraging Franklin Templeton’s experience with tokenized money market funds and digital assets-backed ETFs in the U.S. This, combined with SBI’s in-depth expertise as a leader in Japan’s digital asset space, will help offer innovative solutions that meet investors’ evolving interests and objectives in the Japanese market.”
Yoshitaka Kitao, Representative Director, Chairman, President & CEO of SBI Holdings: “We are very pleased to establish an asset management company in Japan as a JV with Franklin Templeton, a leading global investment management firm with 77 years of corporate history and tradition, as well as a strong track record in investment performance. SBI Group has been focusing on serving the interest of its customers as its primary mission since its inception. We are also proud of being a fast-rising financial group in Japan leveraging technology as one of its key sources of growth, and promoting various businesses related to Web3. We look forward to partnering with Franklin Templeton whose business includes focus on digital assets and provision of industry leading digital asset technology.”
About Franklin Templeton – Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,500 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over US$1.6 trillion in assets under management as of June 30, 2024
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