Franklin U.S. Low Duration Fund

Franklin Templeton Investment Funds

Summary of Fund Objective

The Fund’s investment objective is to provide as high a level of current income as is consistent with prudent investing, while seeking preservation of shareholders’ capital.

A Consistent Investment Philosophy. Franklin’s management style relies on a top down approach, combined with a rigorous bottom up security selection. The portfolio managers have a long-term focus and do not make decisions based on interest rate predictions, but rather add value through sector allocation and security selection.

Managing portfolio risk is an integral part of the investment process. The portfolio is diversified by security type, coupon and maturity. Portfolio stress-tests are used to help reduce interest rate and prepayment risk is minimized. A compliance team monitors investment guidelines before and after execution of trades. A dedicated risk management team monitors portfolio performance and market exposure.

Experienced Management Team. The investment team has over three decades of experience managing fixed income assets.


Sonal Desai

  • California, United States
  • Years With Firm: 10
  • Years Of Experience: 26

David Yuen

  • California, United States
  • Years With Firm: 24
  • Years Of Experience: 32

Christine S. Chou

  • California, United States
  • Years With Firm: 15
  • Years Of Experience: 17

Kent Burns

  • California, United States
  • Years With Firm: 25
  • Years Of Experience: 27

What are the Key Risks?

The value of shares in the Fund and income received from it can go down as well as up and investors may not get back the full amount invested. Performance may also be affected by currency fluctuations. Currency fluctuations may affect the value of overseas investments.

  • The Fund invests in relatively short-term debt securities mainly in the U.S., but may invest up to 25% in non-U.S. issuers. Such securities have historically been subject to price movements, generally due to interest rates or movements in the bond market. As a result, the performance of the Fund can fluctuate to a small degree over time.
  • Other significant risks include: credit risk, currency risk, derivatives risk, liquidity risk.
For full details of all of the risks applicable to this Fund, please refer to the “Risk Considerations” section of the Fund in the current prospectus of Franklin Templeton Investment Funds.