Episodes

  • Western Asset Global Bond Fund Q1, 2023 Performance Review and Outlook
    May 2 2023

    We speak with Gordon Brown, Portfolio Manager for the Western Asset Global Bond Fund, for a review of the Fund's recent performance and outlook. Please note that all performance figures discussed are net of fees and as of 31 March 2023, unless otherwise noted.

     

    IMPORTANT INFORMATION


    This publication is issued for information purposes only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the services or other matters described in this document as to the individual circumstances, objectives, financial situation, or needs of any recipient. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision.

    Please read the relevant Product Disclosure Statements (PDSs) and any associated reference documents before making an investment decision. In accordance with the Design and Distribution Obligations and Product Interventions Powers requirements, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via www.franklintempleton.com.au or by calling 1800 673 776. 

    Issued by Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827). Franklin Templeton Australia Limited as Responsible Entity has appointed Western Asset Management Company Pty Ltd. as the fund manager of the Western Asset Global Bond Fund (ARSN 616 233 017).

     

     

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    6 mins
  • Franklin Global Growth Fund Q1, 2023 Performance Review and Outlook
    Apr 19 2023

    We speak with Francyne Mu, Portfolio Manager for the Franklin Global Growth Fund, for a review of the Fund's recent performance and outlook. Please note that all performance figures discussed are net of fees. And as of 31 March 2023, unless otherwise noted.

    IMPORTANT INFORMATION 

    The information provided should not be considered a recommendation to purchase or sell any particular security. It should not be assumed that any of the security transactions discussed here were, or will prove to be, profitable.This publication is issued for information purposes only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the services or other matters described in this document as to the individual circumstances, objectives, financial situation, or needs of any recipient. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision.

    Please read the relevant Product Disclosure Statements (PDSs) and any associated reference documents before making an investment decision. In accordance with the Design and Distribution Obligations and Product Interventions Powers requirements, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via www.franklintempleton.com.au or by calling 1800 673 776. 
     
    Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827). Franklin Templeton Australia Limited is the investment manager for the Franklin Global Growth Fund (ARSN 132 597 972).

    The information contained in this piece is not a complete analysis of every material fact regarding the market and any industry sector, a security, or a portfolio. Comments, opinions and analyses contained herein are those of the portfolio manager and are for informational purposes only. The companies shown herein are used solely for illustrative purposes. The investments may or may not be currently held by this or any other funds or accounts of the issuer and is not an indication of the trading intent of any funds or accounts of the issuer. Statements of fact cited by the manager have been obtained from sources considered reliable but no representation is made as to the completeness or accuracy. Because market and economic conditions are subject to rapid change, opinions provided are valid only as of the date of the material. Portfolio holdings and the manager’s analysis of these issuers, market sectors, and of the economic environment may have changed since the date of the material. The manager’s opinions are intended solely to provide insight into how the manager analyses securities and are not a recommendation or individual investment advice for any particular security, strategy, or investment product.

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    7 mins
  • Martin Currie Equity Income Fund Q1, 2023 Performance Review and Outlook
    Apr 19 2023

    We speak with Reece Birtles, portfolio manager for the Martin Currie Equity Income Fund, for a review of the Fund's recent performance and outlook. Please note that all performance figures discussed are net of fees and as of 31 March 2023, unless otherwise noted.

    IMPORTANT INFORMATION 

    The information provided should not be considered a recommendation to purchase or sell any particular security. It should not be assumed that any of the security transactions discussed here were, or will prove to be, profitable.

    This publication is issued for information purposes only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the services or other matters described in this document as to the individual circumstances, objectives, financial situation, or needs of any recipient. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision.

    Please read the relevant Product Disclosure Statements (PDSs) and any associated reference documents before making an investment decision. In accordance with the Design and Distribution Obligations and Product Interventions Powers requirements, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via www.franklintempleton.com.au or by calling 1800 673 776. 

    Issued by Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827). Franklin Templeton Australia Limited as Responsible Entity has appointed Martin Currie Australia as the fund manager of the Martin Currie Equity Income Fund (ARSN 150 751 821).

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    10 mins
  • Martin Currie Sustainable Equity Fund Q1, 2023 Performance Review & Outlook
    Apr 19 2023

    We speak with Will Bayliss, Portfolio Manager for the Martin Currie Sustainable Equity Fund, for a review of the Fund's recent performance and outlook. Please note that all performance figures discussed are net of fees and as of 31 March 2023, unless otherwise noted.

    IMPORTANT INFORMATION 

    This publication is issued for information purposes only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the services or other matters described in this document as to the individual circumstances, objectives, financial situation, or needs of any recipient. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision.

    Please read the relevant Product Disclosure Statements (PDSs) and any associated reference documents before making an investment decision. In accordance with the Design and Distribution Obligations and Product Interventions Powers requirements, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via www.franklintempleton.com.au or by calling 1800 673 776. 

    Issued by Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827). Franklin Templeton Australia Limited as Responsible Entity has appointed Martin Currie Australia as the fund manager of the Martin Currie Sustainable Equity Fund (ARSN 886 688 20).

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    6 mins
  • Western Australian Bond Fund Q1, 2023 Performance Review and Outlook
    Apr 19 2023

    We speak with Anthony Kirkham, Portfolio Manager for the Western Asset Australian Bond Fund, for a review of the Fund's recent performance and outlook. Please note that all performance figures discussed are net of fees and as of the 31st of March 2023, unless otherwise noted.

    IMPORTANT INFORMATION

    This publication is issued for information purposes only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the services or other matters described in this document as to the individual circumstances, objectives, financial situation, or needs of any recipient. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision.

    Please read the relevant Product Disclosure Statements (PDSs) and any associated reference documents before making an investment decision. In accordance with the Design and Distribution Obligations and Product Interventions Powers requirements, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via www.franklintempleton.com.au or by calling 1800 673 776. 

    Issued by Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827). Franklin Templeton Australia Limited as Responsible Entity has appointed Western Asset Management Company Pty Ltd. as the fund manager of the Western Asset Australian Bond Fund (ARSN 886 702 86).

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    10 mins
  • Brandywine Global Income Optimiser Fund Q1, 2023 Performance Review and Outlook
    Apr 19 2023

    We speak with Richard Rauch, Investment Specialist for the Brandywine Global Income Optimiser Fund for a review of the Fund's recent performance and outlook. Please note that all performance figures discussed are net of fees and as of 31 March 2023, unless otherwise noted.

    Important Information

    Past Performance is not a guide to future returns.

    The information provided should not be considered a recommendation to purchase or sell any particular security. It should not be assumed that any of the security transactions discussed here were, or will prove to be, profitable.

    This publication is issued for information purposes only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the services or other matters described in this document as to the individual circumstances, objectives, financial situation, or needs of any recipient. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision. Please read the relevant Product Disclosure Statements (PDSs) and any associated reference documents before making an investment decision. In accordance with the Design and Distribution Obligations, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via www.franklintempleton.com.au or by calling 1800 673 776. Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827). Franklin Templeton Australia Limited is the investment manager for the Franklin Australian Absolute Return Bond Fund (ARSN 601 662 631).

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    18 mins
  • Franklin Australian Absolute Return Bond Fund Q1, 2023 Performance Review & Outlook
    Apr 13 2023

    We sat down with Andrew Canobi, Portfolio Manager for the Franklin Australian Absolute Return Bond Fund for review of the Fund's recent performance and outlook. Please note that all performance figures discussed are net of fees and as of 31 March 2023, unless otherwise noted.

    Important Information

    The information provided should not be considered a recommendation to purchase or sell any particular security. It should not be assumed that any of the security transactions discussed here were, or will prove to be, profitable.

    This publication is issued for information purposes only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the services or other matters described in this document as to the individual circumstances, objectives, financial situation, or needs of any recipient. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision. Please read the relevant Product Disclosure Statements (PDSs) and any associated reference documents before making an investment decision. In accordance with the Design and Distribution Obligations, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via www.franklintempleton.com.au or by calling 1800 673 776. Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827). Franklin Templeton Australia Limited is the investment manager for the Franklin Australian Absolute Return Bond Fund (ARSN 601 662 631).

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    10 mins