Franklin UK Equity Income W Inc


Fund Info

  • Yield History4.59%
  • 3 Year sharpe0.73
  • 3 Year alpha-0.52
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.52%
  • SectorUK Equity Income
  • Manager GroupFranklin Templeton
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to provide a growing level of income which is higher than that of the FTSE All-Share Index, together with capital growth over the medium to long term (meaning 3-5 years). The Fund will primarily invest in the equity securities of UK companies listed on the London Stock Exchange. To a lesser extent it may also invest in fixed interest and other debt related securities and convertible stocks. The Fund may also invest a proportion of its portfolio in other types of transferable securities, cash and near cash, money market instruments, and other collective investment schemes.