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Franklin NextStep Moderate A (acc) USD

classificato 7 su 35 di - Multi Asset Bilanciati USD su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

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.


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.


Multi Asset Bilanciati USD su un periodo di : 30/09/2017 - 30/09/2018

Rendimento totale

Performance trimestrale

a 30/09/2018 Annuale T1 T2 T3 T4
2018 -3,5% 4,5% 2,9%
2017 -1,9% 2,0% -4,1% -1,0% 1,3%
2016 3,0% 1,7% 6,4%

Performance mensile

Rendimento vs rischio

Asset Allocation

Ripartizione dell'investimento


I 10 principali strumenti in portafogliolio

Azioni Dimensioni
iShares Core S&P 500 UCITS ETF 14,95%
Franklin Global Aggregate Bond Y (Mdis) USD 8,86%
Franklin US Equity Y (Mdis) EUR 8,27%
iShares $ Treasury Bond 1-3yr UCITS ETF 7,67%
Franklin Mutual European Y (Mdis) EUR 5,28%
UBS (Irl) ETF plc-MSCI USA Value UCITS ETF (USD)Ad 5,01%
Amundi Funds II US Fundamental Growth I No Dis USD 4,84%
Delaware Investments Corporate Bond USD F Acc 4,43%
Jupiter JGF European Opportunities I EUR Acc 4,10%
iShares US Aggregate Bond UCITS ETF 3,99%

Registrato Per La Vendita In

  1. Georgia
  2. Grecia
  3. Ungheria
  4. Italia
  5. Lussemburgo
  6. Polonia
  7. Portogallo
  8. Singapore
  9. Spagna
  10. Regno Unito

Informazioni sul fondo

  • Inizio collocamento05/02/2016
  • Dimensione share class12Mn
  • Valuta di baseUSD
  • ISIN LU1350352206

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo5.000
  • Investimento aggiuntivo minimo0


  • Commissioni di gestione annuale0,95%

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).