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Franklin Australian Absolute Return Bond Class W

Ranked 23 out of 71 in - Australian Dollar over 12 months
All calculations are in AUD unless stated

Objective

The investment objective of the Fund is to provide investors with access to an actively managed portfolio of fixed income strategies with an aim to deliver returns in excess of the Bloomberg AusBond Bank Bill Index, after fees and expenses (but before taxes), over the short to medium term. The Fund will primarily invest in Australian dollar and non-Australian dollar-denominated fixed income instruments and debt obligations of government, government-related issuers and corporations. Derivatives will primarily be used to increase the Funds diversification and investment returns.

Performance

Australian Dollar over : 31/01/2017 - 31/01/2018
  • Rank 23/71 Total Return
  • Rank 28/71 Standard Deviation
  • Rank 31/71 Max Drawdown
Fund Name Currency Return
22 UBS Australian Bond AUD

3.0%

23 Jamieson Coote Bonds Active AUD

3.0%

23 Franklin Australian Absolute Return Bond Class W

Currency exposure is hedged

Currency exposure is hedged

AUD

3.0%

23 BlackRock Enhanced Australian Bond AUD

3.0%

Fund Name Currency Risk
26 Yarra Enhanced Income (Direct) AUD

1.1

27 The Trust Company Bond AUD

1.1

28 Franklin Australian Absolute Return Bond Class W

Currency exposure is hedged

Currency exposure is hedged

AUD

1.1

28 Blue Quay High Income AUD

1.1

28 Perpetual Select Invest-Fixed Income AUD

1.1

Fund Name Currency Loss
29 Commonwealth Investment Funds-Income AUD

-0.5%

30 Perpetual Select Invest-Fixed Income AUD

-0.5%

31 Franklin Australian Absolute Return Bond Class W

Currency exposure is hedged

Currency exposure is hedged

AUD

-0.5%

32 inveST Funds-inveST Diversified Income AUD

-0.6%

33 Experts' Choice Diversified Interest Income AUD

-0.6%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 3.4% 1.7% 0.3% 0.2% 1.1%
2016 2.9% -0.1% 1.1% 1.8% 0.2%
2015 2.8% 1.3% 0.2% 0.7% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date22/12/2014
  • Share Class size71Mn
  • Base currencyAUD
  • ISIN AU60FRT00273
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment25,000
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • Initial investment0.65

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).