Franklin Income Fund

Franklin Templeton Investment Funds

Summary of Fund Objective

The Fund aims to maximise income while maintaining prospects for capital appreciation by investing primarily in equity securities and long & short-term debt securities. The Fund may invest up to 25% of its net assets in non-U.S. securities.

A Balanced portfolio with exposure to the US markets. The Franklin Income Fund invests in Equities and Fixed Income mainly of the US markets with an objective to maximize income while maintaining prospects for capital appreciation.

The best of Equity & Fixed Income teams combined. The fund is supported by the entire Franklin equity team of research analysts.

Attention to risk elements. When the fund's investment manager believes market or economic conditions are unfavourable for investors, the manager may temporarily invest the fund's assets in a defensive manner by holding all or a substantial portion of its assets in cash or temporary defensive investments.


Edward D. Perks

  • California, United States
  • Years With Firm: 28
  • Years Of Experience: 28

Brendan Circle

  • California, United States
  • Years With Firm: 7
  • Years Of Experience: 11

Todd Brighton

  • California, United States
  • Years With Firm: 21
  • Years Of Experience: 21

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 mainly in a diversified portfolio of U.S. equity, equity-related and debt securities. Such securities have historically been subject to price movements that may occur suddenly due to equity market- and bond market-specific factors. As a result, the performance of the Fund can fluctuate over time.
  • The Fund may distribute income gross of expenses. Whilst this might allow more income to be distributed, it may also have the effect of reducing capital.
  • Other significant risks include: 
    Credit risk: the risk of loss arising from default that may occur if an issuer fails to make principal or interest payments when due. This risk is higher if the Fund holds low-rated, sub-investment-grade securities.
    Foreign Currency risk: the risk of loss arising from exchange-rate fluctuations or due to exchange control regulations.
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.