Fund Description

The fund seeks to maximize income, while maintaining prospects for capital appreciation, by investing in a diversified portfolio of stocks and bonds.

Strategy Statement

"We follow a flexible, value-oriented investment philosophy seeking income and long-term capital appreciation potential by investing in dividend-paying stocks, convertible securities and bonds."

Edward D. Perks, CFA®

Management

Edward D. Perks, CFA

Edward D. Perks, CFA®

  • Joined Franklin Templeton in 1992
  • Managed Fund Since 2002
Matt Quinlan

Matt Quinlan

  • Joined Franklin Templeton in 2005
  • Managed Fund Since 2012
Richard Hsu, CFA

Richard Hsu, CFA®

  • Joined Franklin Templeton in 1996
  • Managed Fund Since 2017
Todd Brighton, CFA

Todd Brighton, CFA®

  • Joined Franklin Templeton in 2000
  • Managed Fund Since 2017
Brendan Circle, CFA

Brendan Circle, CFA®

  • Joined Franklin Templeton in 2013
  • Managed Fund Since 2019

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