Franklin Templeton Strategic Real Return Portfolios - Net (%)
Multi-Asset
Franklin Templeton Strategic Real Return Portfolios
Popular Documents
Year to Date Returns (Net)
4.18%
As of 03/31/2026
Year to Date Returns (Pure Gross)
4.94%
Overview
Product Facts
Strategy Description
The Franklin Templeton Strategic Real Return Portfolios combines tactical asset allocation and an expanded range of asset classes to hedge against increases in U.S. inflation and achieve long-term real return. The strategy allocates its assets among five investment “sleeves” that the advisor believes generally complement each other and have various inflation-hedging qualities.
- Benchmark
- Bloomberg U.S. Treasury: U.S. TIPS
- Inception Date
- 02/28/2010
- Asset Class
- Multi-Asset
- Number of Issuers
As of 03/31/2026 (Updated Quarterly) - 7
Average Annual Total Returns As of 03/31/2026
- 9.53%1 Year
- 5.86%3 Years
- 3.85%5 Years
- 3.63%10 Years
- 2.03%Since Inception
02/28/2010
Performance data quoted represents past performance, which does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the figures shown.
Manager and Commentary
About the Team
Franklin Templeton Investment Solutions
Franklin Templeton Investment Solutions (FTIS) is a leader in multi-asset, quantitative, and hedged solutions, leveraging a global network of investment teams to offer innovative and diversified strategies. With a focus on long-term investing, we combine deep research, active management, and data-driven insights to create solutions which seek to meet the evolving needs of investors worldwide.
Commentary Highlights
December 31, 2025- Markets: Global equities advanced in the fourth quarter, led higher by emerging markets (EM) and European stocks. Markets were characterized by a rotation toward value, based on investor concerns about elevated technology stock valuations amid fears of an artificial intelligence (AI) bubble. The US Federal Reserve (Fed) cut interest rates in October and December, in line with softening labor market data and falling inflation. The Bank of Canada (BoC) maintained its policy rate at 2.25% on December 10, citing stable inflation and resilient gross domestic product (GDP) growth despite ongoing US trade policy uncertainty. The BoC cut rates in both September and October. Within the global commodities complex, metals advanced during a period defined by record highs, heightened speculative swings and dominant industrial demand narratives. Oil and many agricultural markets lagged.
- Contributors: The portfolio’s global equity allocation was the leading contributor.
- Detractors: The portfolio’s position in Vanguard Real Estate ETF detracted.
- Outlook: We adopt a positive view of risk assets ahead of the final quarter of 2025, as we weigh extended equity valuations against a generally positive macro environment, strong corporate fundamentals and monetary policy easing.
Franklin Templeton Investment Solutions
Latest Insights
April 7, 2026
March 26, 2026
March 25, 2026
Composite Performance
Calendar Year Returns
As of 03/31/2026
Franklin Templeton Strategic Real Return Portfolios - Pure Gross (%)
Bloomberg U.S. Treasury: U.S. TIPS (%)
The strategy returns shown are preliminary composite returns, subject to future revision (downward or upward). Past performance is not a guarantee of future results. An investment in this strategy can lose value.
Performance data represents past performance, which does not guarantee future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares. Periods less than one year are not annualized. Performance results are for the composite which includes all actual, fully discretionary accounts with substantially similar investment policies and objectives managed to the composite's investment strategy. Composite returns are stated in U.S. dollars and assume reinvestment of any dividends, interest income, capital gains, or other earnings. The composite may include account(s) that are gross of fees and pure gross of fees. “Pure” gross-of-fee returns do not reflect the deduction of any expenses, including transaction costs. A traditional (or "true") gross-of-fee return reflects performance after the reduction of transaction costs but before the reduction of the investment advisory fee. The gross-of-fee return may include a blend of "true" gross-of-fee returns for non-wrap accounts and "pure” gross-of-fee returns for wrap accounts. Net-of-fee returns is reduced by a model “wrap fee” (3.0% is the maximum anticipated wrap fee for equity and balanced portfolios) which includes trading expenses as well as investment management, administrative and custodial fees. The model wrap fee used represents the highest anticipated wrap fee applicable to the strategy. Actual fees and account minimums may vary.
For fee schedules, contact your financial professional, or if you enter into an agreement directly with Franklin Templeton Private Portfolio Group, LLC (“FTPPG”), refer to FTPPG’s Form ADV Part 2A disclosure document. Management and performance of individual accounts may vary for reasons that include the existence of different implementation practices and model requirements in different investment programs.
Portfolio
Positions
As of 03/31/2026 (Updated Quarterly)
Number of Issuers
- Portfolio
- 7
Portfolio Statistics
As of 03/31/2026 (Updated Quarterly)
Current Yield 1
- Portfolio
- 4.29%
Portfolio characteristics are based on a model portfolio, not an actual client account. The model portfolio is a hypothetical portfolio whereby the portfolio characteristics are based on simulated trading and account activity of a client account invested in this strategy. The model portfolio assumes no withdrawals, contributions or client-imposed restrictions. Portfolio characteristics of individual client accounts may differ from those of the model portfolio as a result of account size, client-imposed restrictions, the timing of client investments, market conditions, contributions, withdrawals and other factors.
Asset Allocation
As of 03/31/2026 % of Total (Updated Quarterly)
| Asset Type | Portfolio |
|---|---|
Inflation Protected Securities | 35.37% |
Global Equities | 23.19% |
Commodities | 19.67% |
Tactical | 11.38% |
Real Estate | 8.59% |
Portfolio characteristics are based on a model portfolio, not an actual client account. The model portfolio is a hypothetical portfolio whereby the portfolio characteristics are based on simulated trading and account activity of a client account invested in this strategy. The model portfolio assumes no withdrawals, contributions or client-imposed restrictions. Portfolio characteristics of individual client accounts may differ from those of the model portfolio as a result of account size, client-imposed restrictions, the timing of client investments, market conditions, contributions, withdrawals and other factors.
Documents
Product Documents
| Name | Download | Add to Cart | |
|---|---|---|---|
| Product Commentary - Franklin Templeton Strategic Real Return Portfolios | |||
| FTPPG Regulatory Disclosures |
Risks
All investments involve risks, including possible loss of principal. The allocation of assets among different strategies, asset classes and investments may not prove beneficial or produce the desired results. To the extent the portfolio invests in a concentration of certain securities, regions or industries, it is subject to increased volatility. Fixed income securities involve interest rate, credit, inflation and reinvestment risks, and possible loss of principal. As interest rates rise, the value of fixed income securities falls. Equity securities are subject to price fluctuation and possible loss of principal. Derivative instruments can be illiquid, may disproportionately increase losses, and have a potentially large impact on performance. Low-rated, high-yield bonds are subject to greater price volatility, illiquidity and possibility of default. Investments in underlying funds are subject to the same risks as, and indirectly bear the fees and expenses of, the underlying funds. Leverage increases the volatility of investment returns and subjects investments to magnified losses and a decline in value. Liquidity risk exists when securities or other investments become more difficult to sell, or are unable to be sold, at the price at which they have been valued. Active management does not ensure gains or protect against market declines. International investments are subject to special risks, including currency fluctuations and social, economic and political uncertainties, which could increase volatility. These risks are magnified in emerging markets. Trading models used by the manager for securities selection may become outdated and the historical patterns upon which the models are based may weaken or disappear. Real estate investment trusts (REITs) are closely linked to the performance of the real estate markets. REITs are subject to illiquidity, credit and interest rate risks, and risks associated with small- and mid-cap investments. Short selling is a speculative strategy. Unlike the possible loss on a security that is purchased, there is no limit on the amount of loss on an appreciating security that is sold short. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks.
Important Information
Separately Managed Accounts (SMAs) are investment services provided by Franklin Templeton Private Portfolio Group, LLC (FTPPG), a federally registered investment advisor. Client portfolios are managed based on investment instructions or advice provided by affiliated subadvisors of Franklin Templeton. Management is implemented by FTPPG, the designated subadvisor or, in the case of certain programs, the program sponsor or its designee.
Performance data quoted represents past performance, which does not guarantee future results. Current performance may differ from figures shown. Investment return and principal value will fluctuate with market conditions, and you may have a gain or a loss when you sell your shares. Returns reflect reinvestment of dividends and capital gains. Performance figures for periods shorter than one year represent cumulative figures and are not annualized. All performance is reported in US dollars.
ClearBridge Investments, LLC, Franklin Templeton Investment Solutions, Martin Currie, Royce Investment Partners, Western Asset Management Company, LLC, and Franklin Templeton claim compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
Professional money management may not be suitable for all investors. Factual information relating to the securities discussed was obtained from sources believed to be reliable, but there can be no guarantee as to its accuracy. It should not be assumed that investments made in the future will be profitable or will equal the performance of the securities discussed in the material.
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Franklin Templeton (FT) is not undertaking to provide impartial advice. Nothing herein is intended to provide fiduciary advice. FT has a financial interest.
Important data provider notices and terms available at www.franklintempletondatasources.com.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
Indexes are unmanaged and one cannot invest directly in an index. They do not reflect any fees, expenses or sales charges.
The Bloomberg U.S. TIPS Index is an unmanaged index that measures the performance of intermediate (one to ten year) U.S. Treasury inflation-protected securities.
Source: Bloomberg Indices.
All entities mentioned are Franklin Templeton affiliated companies. Investment Products: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE.