Bringing you live news and features since 2006 

Franklin Templeton to offer new multi-asset ETF in the US focused on income

RELATED TOPICS​

Franklin Templeton has announced plans to offer a new multi-asset ETF, the Franklin Income Focus ETF, to US investors this summer. The Franklin Income Focus ETF strategy will seek to maximise income over a full market cycle by investing opportunistically across different asset classes, markets and sectors and utilising income generation strategies. It will be available on the NYSE Arca under the ticker INCM.

INCM will invest in a multi-asset, diversified portfolio of equity and debt securities using a dynamic allocation approach that adjusts and adapts to changing market conditions. Equity securities within the portfolio may include common stocks, including dividend-paying stocks, as well as convertible preferred securities. Debt securities may include all varieties of fixed, floating and variable rate instruments.

The ETF will be managed by Ed Perks, Chief Investment Officer of Franklin Income Investors, and portfolio managers Todd Brighton and Brendan Circle, with more than 60 years of combined investment industry experience. Perks and team currently manage Franklin Templeton’s flagship Franklin Income Fund mutual fund, incepted in 1948, and a Franklin Income separately managed account (SMA).

“I’ve been looking forward to this launch since we built the ETF platform in 2016, and the timing couldn’t be better as investors continue to seek income in these challenging markets,” says Patrick O’Connor, Head of Global ETFs for Franklin Templeton. “What Franklin Income Investors has been able to accomplish for clients over the past 70+ years is truly impressive. Tapping our extensive bench of active managers to bring ETF solutions to market is what we are all about.”

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by