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Franklin U.s. Monthly Income Fund I (0P0000Z3NL)

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16.729 +0.030    +0.18%
27/12 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  Franklin Templeton Investments Corp
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 372.54M
Franklin U.S. Monthly Income Fund I 16.729 +0.030 +0.18%

Franklin U.s. Monthly Income Fund I Overview

 
On this page you'll find an in-depth profile of Franklin U.s. Monthly Income Fund I. Learn about the key management, total assets, investment strategy and contact information of 0P0000Z3NL among other information.
Category

Global Neutral Balanced

Total Assets

372.54M

Expenses

Inception Date

Jun 19, 2013

Investment Strategy

The fund seeks to maximize income while maintaining prospects for long-term capital appreciation by investing primarily in a diversified portfolio of debt and equity securities issued in the U.S. The Fund may invest up to 25% of its assets in securities of non-U.S. issuers. The Fund may invest up to 25% of its assets in securities of non-U.S. issuers.

Contact Information

Address Suite 900
Toronto,ON M2N 0A7
Canada
Phone 1 (800) 387-0830
Fax 416 364 1163

Top Executives

Name Title Since Until
Brendan Circle Portfolio Manager 2019 Now
Biography Brendan Circle is a vice president, portfolio manager, and research analyst for Franklin Templeton Multi-Asset Solutions. In this role, Mr. Circle serves as a comanager of Franklin Income Fund and related portfolios, as well as Franklin Managed Income Fund. He also specializes in analyzing investment opportunities across the fixed income markets for the Multi-Asset Solutions team. Mr. Circle joined Franklin Templeton in 2014. Mr. Circle is a Chartered Financial Analyst (CFA) Charterholder, as well as a member of the CFA Institute and the CFA Society of San Francisco.
Todd Brighton Portfolio Manager 2017 Now
Biography Todd Brighton is a vice president, portfolio manager and research analyst for Franklin Templeton Multi-Asset Solutions. He is the lead manager of the Franklin Liberty US Low Volatility ETF. Mr. Brighton analyzes equity and equity-linked investments for the Core/Hybrid team and specializes in the development of volatility-based strategies. Mr. Brighton joined Franklin Templeton in 2000. He is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute and the CFA Society of San Francisco.
Edward D. Perks Executive Vice President 2013 Now
Biography Edward Perks is chief investment officer of Franklin Templeton Investment Solutions and president of Franklin Advisers, Inc. In this role, Mr. Perks has oversight of myriad multi-asset investment capabilities designed to meet client needs for specific investment solutions. Mr. Perks joined Franklin Templeton in 1992. Mr. Perks holds a B.A. in economics and political science from Yale University. He is a Chartered Financial Analyst (CFA) charterholder, a member of the CFA Institute, and the Security Analysts of San Francisco (SASF).
Richard S. Hsu Vice President 2017 2020
Biography Richard Hsu, CFA is a vice president, portfolio manager, and research analyst in the Franklin Templeton Fixed Income Group. He is also a member of the firm’s Fixed Income Policy Committee. Mr. Hsu assists in the managing of bank loan credit strategies and research for the Franklin Income strategy and other corporate credit products that have allocations to floating rate debt. Mr. Hsu joined the firm in 1996 and helped create the floating rate bank loan group in 1997. He earned a B.A. with honors and M.A. from Stanford University.
Matthew D. Quinlan Vice President 2013 2020
Biography Matt Quinlan is a vice president, research analyst and portfolio manager for the Franklin Equity Group. He is the lead manager of the Franklin Equity Income Fund and a co-manager of the Franklin Income Fund and the Franklin Convertible Securities Fund. Mr. Quinlan is the leader of the Consumer Research Team and he has research coverage responsibilities for the retail and consumer products sectors. He also analyzes debt and equity investments for the Core/Hybrid Team. Prior to joining Franklin Templeton in 2005, Mr. Quinlan worked in investment banking at Citigroup.
Alex W. Peters Vice President 2013 2017
Biography Alex W. Peters, CFA, is a vice president, research analyst and portfolio manager with Franklin Equity Group. His previous research coverage includes the global communication and technology industries, the global utility sector, and the asset management industry. Mr. Peters holds a B.A. from University of Washington and an M.B.A. from the University of San Francisco. He is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute. He is also member of the Security Analysts of San Francisco (SASF) and the National Association of Securities Dealers (NASD).
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