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Franklin NextStep Moderate A (acc) USD

Ranked 32 out of 79 in - Balanced USD over 12 months
All calculations are in EUR unless stated

Managed by

John Levy

John Levy is a portfolio manager and director of manager research for Franklin Templeton Solutions. He leads the long-only manager research team and is also responsible for research and analysis of proprietary and third-party fixed income mutual funds and mandates for use in U.S., Canadian and globally-registered multi-asset strategies. Levy began working for Franklin Templeton Investments in 2005 as an intern. He later joined the company's Futures Program and took a position with Franklin Templeton Solutions in 2008. Levy holds a B.A. in economics and political science from Bucknell University (2005). He graduated Magna Cum Laude with Honors in economics. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder.

Stephen Lingard

Stephen Lingard is a senior vice president and portfolio manager for Franklin Templeton Solutions (FTS). He is a member of the FTS Global Investment Committee specializing in equity strategy and has co-portfolio management responsibilities for all Canadian-based multi-asset products including Quotential and LifeSmart Portfolios. He also co-manages institutional separate accounts for several global clients. He has previously served as director of research for the FTS manager and asset research team. Lingard joined Franklin Templeton Investments in 2007 and has over 21 years of industry experience. Before joining Franklin Templeton, he held various roles as investment manager, fund analyst, and bond dealer for companies such as Fidelity, Societe Generale (Asia) and Freedom International Bond Brokers. He holds a B.Sc. from the University of Western Ontario and an MBA from the European University at Brussels. He is a Chartered Financial Analyst CFA) charterholder and a member of the Toronto Society of Financial Analysts.

Thomas Nelson

Tom Nelson is a senior vice president and director of investment solutions for Franklin Templeton Solutions. In this role he oversees the strategic asset allocation and asset class research team as well as FT Solutions' traditional asset portfolio management team. He also co-chairs the FT Solutions Global Investment Committee (GIC). Nelson joined Franklin Templeton Investments in 2007 and co-founded the firm's quantitative research services group upon joining the company. He moved to Franklin Templeton Solutions in 2009. Prior to working at Franklin Templeton, Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.

Brooks Ritchey

Brooks Ritchey is a senior managing director and head of portfolio construction for K2 Advisors. He is also a senior vice president and director of investment solutions for the Franklin Templeton Solutions division. In this capacity he co-chairs the FT Solutions Global Investment Committee (GIC) and heads up the Portfolio Review & Investment Solution Management (PRISM) group. Ritchey began his investment career as a proprietary trader for the NYSE Specialist Firm of Conklin, Cahill &Co. Since 1987, Ritchey has managed multi-asset mutual fund and hedge fund portfolios while located in New York and Paris, France during his employment with organizations including Steinhardt Partners, Citibank, Finch Asset Management, Paribas, AIG, and ING. Ritchey joined K2 Advisors in 2005. Ritchey graduated from Franklin & Marshall College in 1982.

Objective

To seek the highest level of long-term total return. Total return includes capital growth and income. The Fund intends to achieve its objective by investing its net assets principally in units of UCITS and other open and closed-end UCIs (including exchange traded funds), managed by Franklin Templeton Investments entities as well as other asset managers (Underlying Funds). The Fund will seek to maintain an asset allocation exposure generally in the range of 45% to 65% for equities and equity-related securities globally, 35% to 55% for fixed or floating-rate debt securities.

Showing fund performance in Luxembourg View performance globally

Performance

Balanced USD over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 -1.9% 2.0% -4.1% -1.0% 1.3%
2016 3.0% 1.7% 6.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Gibraltar
  2. Greece
  3. Hungary
  4. Luxembourg
  5. Poland
  6. Spain
  7. United Kingdom

Fund Info

  • Launch date05/02/2016
  • Share Class size07Mn
  • Base currencyUSD
  • ISIN LU1350352206

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.95%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).