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Franklin Nextstep Moderate Fund A(acc)pln-h1 (0P00017I53)
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16.650
+0.050
+0.30%
22/11 - Closed. Currency in PLN
Type:
Fund
Market:
Luxembourg
Issuer:
Franklin Templeton International Services S.à r.l.
ISIN:
LU1350352545
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 49.75M
Franklin NextStep Moderate Fund A(acc)PLN H1
16.650
+0.050
+0.30%
- Overview
- Profile
- Historical Data
- Holdings
Franklin Nextstep Moderate Fund A(acc)pln-h1 Overview
On this page you'll find an in-depth profile of Franklin Nextstep Moderate Fund A(acc)pln-h1. Learn about the key management, total assets, investment strategy and contact information of 0P00017I53 among other information.
Investment Strategy
The Fund’s investment objective is 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 entities as well as other asset managers (“Underlying Funds”), providing exposure to equity securities of any market capitalisation (including smaller and mid-sized companies) as well as fixed or floating-rate debt securities (including investment grade, non-investment grade or unrated debt securities issued or guaranteed by governments and corporations, provided that the Fund will not invest more than 10% of its assets in securities issued or guaranteed by any single government or government-related issuer with a credit rating below investment grade at the time of purchase) of issuers located anywhere in the world, including in emerging markets.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Wylie Tollette | Portfolio Manager | 2021 | Now |
| Biography | Mr. Tollette first joined Franklin Templeton in 1994, left the company in 2014 and rejoined again in 2018. | ||
| Marzena Hofrichter | - | 2020 | Now |
| Biography | Marzena Hofrichter, CFA, is a research analyst for Franklin Templeton Multi-Asset Solutions based in Frankfurt am Main/Germany. She is responsible for research and analysis of proprietary and third-party European equity and fixed income mutual funds and mandates for use in Europe, North America and globally-registered multi-asset strategies. Her research coverage also includes global equity mutual funds. Marzena Hofrichter joined Franklin Templeton Investments in 2010. Prior to that, she has gathered several years of investment industry experience as a fund analyst with Morningstar and as an assistant portfolio manager with Allianz Global Investors Balanced and Global Equity teams. Marzena Hofrichter earned her M.A. in finance and banking from the Warsaw School of Economics (SGH) in 2004. She is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Society Germany. | ||
| Thomas A. Nelson | Portfolio Manager | 2016 | Now |
| Biography | THOMAS NELSON, CFA, CAIA Head of Asset Allocation Portfolio Management Franklin Templeton Investment Solutions Franklin Advisers, Inc. Ft. Lauderdale, Florida, United States Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee. Mr. Nelson is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst | ||
| May Tong | Portfolio Manager | 2018 | 2021 |
| Biography | May Tong has been with Principal® since 2021. Prior to that, Ms. Tong was a Senior Vice President, Portfolio Manager for Franklin Templeton Multi-Asset Solutions since 2018. Prior to that, Ms. Tong was a Portfolio Manager and Head of Portfolio Implementation and Management for Voya Investment Management’s Multi-Asset Strategies and Solutions Team since 2011. Ms. Tong is responsible for the asset allocation and manager selection for Principal Global Asset Allocation. She earned a bachelor’s degree in Accounting and Finance from Boston College and an M.B.A. from Columbia University. She has earned the right to use the Chartered Financial Analyst designation. | ||
| Stephen R. Lingard | Analyst | 2016 | 2018 |
| Biography | Stephen Lingard is a senior vice president and portfolio manager for Franklin Templeton Solutions and a member of the FTS Global Investment Committee serving as co-head of equity strategy. He has portfolio management responsibilities for all Canadian-based multi-asset products in addition to managing retail and institutional accounts for global clients. He has previously served as Director of Research for the FTS Manager and Asset Research team. Mr. Lingard joined the company in 2007 and has more than 20 years of industry experience. | ||
| Brooks Ritchey | Senior Managing Director | 2016 | 2018 |
| Biography | Brooks Ritchey is a senior managing director and head of portfolio construction for K2 Advisors. In this role, he manages absolute return, multi-asset, and risk overlay portfolios. He is member of the alternatives executive committee, Japan investment committee, and K2 Advisors guideline committee. Since 1987, Mr. 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. Mr. Ritchey joined K2 Advisors in 2005. | ||
| John G Levy | - | 2016 | 2018 |
| Biography | He joined Franklin Templeton Investments in 2005 | ||
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