Franklin Income Investors
As pioneers in multi-asset income investing, our team takes a dynamic investment approach for investors seeking consistent income and growth.
Over 75 years of delivering consistent income
As pioneers in multi-asset income investing, our team takes a dynamic investment approach for investors seeking consistent income and growth. Our strategy is grounded in three guiding principles.
Broad diversification across multiple asset classes
We invest in a diversified portfolio of dividend paying stocks, bonds, and hybrid securities such as equity-linked notes.1
Flexible allocation in pursuit of attractive income opportunities
We employ a nimble approach that can shift between equity and fixed income at any given time based on where we are finding the most attractive investment opportunities.
Focus on income and growth potential
Our managers look across the capital structure for securities that offer compelling current income and long-term growth potential, focusing on opportunities where our views may differ from the market consensus.
Backed by an experienced management team
Edward D. Perks, CFA
Chief Investment Officer, Franklin Income Investors, President, Franklin Advisers, Inc.
Brendan Circle, CFA
Senior Vice President, Portfolio Manager
Todd Brighton, CFA
Senior Vice President, Portfolio Manager
Top-down perspective combined with fundamental research drives portfolio construction
Our investment approach utilizes a top-down perspective combined with rigorous fundamental research to help uncover the most attractive investment opportunities.
Proprietary macro, equity and fixed income research in combination with team discussion and debate lead to investment ideas for income and total return generation
Thorough company analysis is conducted, with a focus on valuation, financial strength, market opportunity, competitive position, material ESG factors, and management experience
Risk vs. reward scenarios are analyzed at the security level to determine the optimal opportunity for income and capital appreciation potential within the capital structure
Our portfolio managers leverage inputs from the research process to develop a portfolio that is diversified and carries an appropriate level of risk while seeking to maximize income consistent with the strategy’s objective
Insights from Franklin Income Investors
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Footnotes
- Issuer dividends are not guaranteed.
Important Information
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. The views expressed are those of the investment manager and the comments, opinions and analyses may change without notice. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region or market.
Data from third party sources may have been used in the preparation of this material and Franklin Templeton (“FT”) has not independently verified, validated or audited such data. FT accepts no liability whatsoever for any loss arising from use of this information and reliance upon the comments, opinions and analyses in the material is at the sole discretion of the user.
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What Are the Risks?
All investments involve risks, including possible loss of principal.
Generally, those offering potential for higher returns are accompanied by a higher degree of risk. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Bond prices are affected by interest rate changes. Bond prices, and thus a bond fund's share price, generally move in the opposite direction of interest rates. As the price of bonds in a fund adjusts to a rise in interest rates, the fund's share price may decline. High-yield, lower-rated ("junk") bonds generally have greater price swings and higher default risks. Foreign investing, especially in developing markets, has additional risks such as currency and market volatility and political or social instability. For tax-free income funds, the alternative minimum tax may apply. These and other risks pertaining to specific funds, such as those involving investments in specialized industry sectors or use of complex securities, are discussed in each fund's prospectus. By clicking on the fund name, you will be taken to a more detailed fund information page which includes main investments and risks.