Templeton Financial Services’ Taxable Intermediate bond strategy seeks to maximize income consistent with preservation of principal. Templeton focuses on investment grade credits and looks to take advantage of inefficiencies in the taxable bond markets.
Customization
Duration Target
Maturity
ESG
Credit Risk
Portfolio Structure
Suitable for
Clients in a low marginal tax bracket
401Ks deferred accounts
Municipalities
Pension Funds
Performance Awards
PSN Informa
Templeton Financial Services’ Taxable Intermediate strategy has earned Top Guns status for several periods
Morningstar
5-Star Rated
