JNL/Franklin Templeton Global Multisector Bond Fund Class A (0P0000U7IS)

Overview

The described entity indicates a focus on a specialized investment strategy that mainly targets the fixed-income securities market. As a fund, it pledges to allocate a substantial part of its portfolio (at least 80%) into a diverse array of fixed-income instruments. These investments will span various maturities and quality levels, covering a broad spectrum of industries and sectors within the fixed-income market. Notably, the fund is designed to take advantage of global opportunities, as evidenced by its readiness to invest significantly in foreign currency-denominated securities and U.S. dollar-denominated securities of foreign issuers. Despite its extensive investment landscape, the fund identifies itself as non-diversified, implying a concentration strategy that could involve higher risk and potentially higher return investments compared to a diversified portfolio.

Products and Services

• Diversified Portfolio of Fixed-Income Instruments

  This product focuses on investing in a wide range of fixed-income securities with differing maturities and quality. The selection spans various industries and sectors, aiming to capitalize on the breadth of the fixed-income market. By diversifying its holdings, the fund seeks to mitigate risks associated with any single security or market sector.

• Foreign Currency-Denominated Securities Investment

  A significant part of the fund's strategy involves investing in securities denominated in foreign currencies. This approach allows the fund to tap into the potential of international fixed-income markets, benefiting from currency diversification and the economic dynamics of other countries. Such investments, however, carry currency exchange risk alongside the inherent risks of the fixed-income securities.

• Investment in U.S. Dollar-Denominated Securities of Foreign Issuers

  In addition to foreign currency investments, the fund allocates resources to U.S. dollar-denominated securities issued by foreign entities. This strategy combines the international exposure of foreign issuers with the stability of the U.S. dollar, potentially offering a balance of risk and return. It enables investors to gain from the growth prospects of foreign companies while mitigating the currency risk associated with direct foreign currency investments.