Franklin Global Allocation Fund Q4 2024 Commentary
2025-01-28 12:25:00 ET
Summary
- Global equities collectively rose in local-currency terms in Q4 2024, but US dollar’s strength against most currencies contributed to a slight decline in global equities collectively in US-dollar terms.
- US exceptionalism remains our dominant global investment theme moving into 2025, driven by the promise of pro-growth policies from the new Trump administration.
- The MSCI All Country World Index is a market capitalization-weighted index that is designed to measure equity market performance of developed and emerging markets.
Performance Data1
Average Annual Total Returns 2 (%)
1 Mth | 3 Mths | 1 Year | 3 Year | 5 Year | 10 Year | Since Inception | Inception Date | |
Advisor Class - With Sales Chargesa | -1.85 | -1.12 | 13.11 | 4.22 | 5.23 | 5.10 | 6.33 | 08/15/2003 |
Advisor Class - Without Sales Chargesa | -1.85 | -1.12 | 13.11 | 4.22 | 5.23 | 5.10 | 6.33 | 08/15/2003 |
Class A - With Sales Chargesa | -7.22 | -6.56 | 6.63 | 2.03 | 3.80 | 4.25 | 5.76 | 08/15/2003 |
Class A - Without Sales Chargesa | -1.83 | -1.15 | 12.87 | 3.97 | 4.98 | 4.84 | 6.04 | 08/15/2003 |
Blended Benchmark | -1.61 | -0.73 | 12.00 | 3.72 | 6.69 | 6.56 | 6.68 | - |
MSCI All Country World Index-NR | -2.37 | -0.99 | 17.49 | 5.43 | 10.06 | 9.23 | 8.63 | - |
Performance data quoted represents past performance, which does not guarantee future results. Current performance may be lower or higher than the figures shown. Principal value and investment returns will fluctuate, and investors’ shares, when redeemed, may be worth more or less than the original cost. Performance would have been lower if fees had not been waived in various periods. Total returns assume the reinvestment of all distributions and the deduction of all fund expenses. Returns with sales charge reflect a deduction of the stated maximum sales charge. Returns for periods of less than one year are not annualized. All classes of shares may not be available to all investors or through all distribution channels. For current month-end performance, please call Franklin Templeton at (800) DIAL BEN/(800) 342-5236 or visit www.franklintempleton.com . An investor cannot invest directly in an index, and unmanaged index returns do not reflect any fees, expenses or sales charges. |
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Franklin Global Allocation Fund Q4 2024 Commentary
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