Thursday, March 25, 2010

FRANKLIN TEMPLETON FIXED TENURE FUND - SERIES XII - PLAN C

BECAUSE YOUR TRADITIONAL SAVING INSTRUMENTS
MAY JUST NOT BE ENOUGH.

Dear Kundapur Govardhana Kini,

Introducing FRANKLIN TEMPLETON FIXED TENURE FUND - SERIES XII - PLAN C (FTFTF-XII-C) a closed end income fund with marginal (upto 30%) exposure to equities that seeks to provide relatively stable returns alongwith capital appreciation.

Fund Highlights :
 

Past FTFTF Products performance :

  • Advantage Debt : Capture higher interest receipts on bonds. Stays invested till maturity thereby providing stability through reduced interest rate risk
  • Advantage Equity : Benefit from the higher growth potential of equities, given the 5-year holding period
  • Ideal for investors with moderate risk appetite looking for a marginal exposure to equity
  • A winning combination that can deliver healthy post-tax returns!
 
 
Last 1
year
Last 3
years **
Since
Inception**
FTFTF - Series I
21.86%
9.08%
12.19%
Benchmark*
22.85%
8.22%
10.35%
FTFTF - Series II
29.10%
10.56%
11.89%
Benchmark*
22.85%
8.22%
9.45%
FTFTF - Series IV
23.30%
8.04%
8.99%
Benchmark*
22.85%
8.22%
8.78%
FTFTF - Series VI
24.59%
7.75%
9.43%
Benchmark*
22.85%
8.22%
9.25%
 

 
Past performance may or may not be sustained in future.
*25% S&P CNX 500 + 65% Crisil Composite Bond Fund Index + 10% Crisil Liquid Fund Index; ** Compounded and annualized returns based on Growth Plan NAVs as on January 29, 2010: FTFTF - Series I: Rs.17.1820, FTFTF - Series II: Rs.16.3080, FTFTF - Series IV: Rs.14.0069, FTFTF - Series VI: Rs.13.6478. Inception date: FTFTF - Series I: 18.5.2005, FTFTF - Series II: 23.9.2005, FTFTF - Series IV - 3.3.2006, FTFTF Series VI - 18.8.2006


Warm regards,
ICICIdirect.com
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