Fund Description

The fund seeks both income and capital appreciation by investing in a diversified portfolio of global bonds and equities, and offers a dynamic, bottom-up allocation process. The fund normally invests at least 25% of its assets in fixed income securities and at least 25% of its assets in equity securities.

Strategy Statement

"This fund combines our global equity and fixed income expertise, applying the same investment processes and consistency to our research and security selection that investors have come to expect. "

Michael Hasenstab, Ph.D


Heather Arnold, CFA

Heather Arnold, CFA®

  • Joined Franklin Templeton in 1997
  • Managed Fund Since 2005
Michael Hasenstab, Ph.D

Michael Hasenstab, Ph.D

  • Joined Franklin Templeton in 1995
  • Managed Fund Since 2005
Norman Boersma, CFA

Norman Boersma, CFA®

  • Joined Franklin Templeton in 1991
  • Managed Fund Since 2011

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