Franklin Limited Duration Income Trust is a diversified closed-end management investment company that seeks to provide current income and capital appreciation. Listed on the NYSE American under the ticker FTF, the trust implements a limited duration fixed income strategy designed to mitigate interest rate risk while pursuing yield. The portfolio typically maintains an average portfolio duration shorter than the broader high-yield market, reflecting its focus on short-to-intermediate term debt securities.
The trust’s investment approach centers on a broad array of corporate debt instruments, including high-yield, investment-grade, and structured securities. Portfolio managers evaluate credit fundamentals, sector dynamics, and macroeconomic factors to identify opportunities across industries such as financials, energy, healthcare and technology. Geographic exposure spans primarily U.S. issuers, with selective allocations to developed and emerging market debt when risk-reward considerations are favorable.
Established in 2003, Franklin Limited Duration Income Trust is managed by Franklin Templeton Investment Management, drawing on the firm’s global fixed income research platform. A senior team of fixed income professionals oversees security selection, portfolio construction and risk management, supported by in-house credit analysts and economic strategists. The trust’s board of trustees includes independent directors tasked with governance oversight, ensuring alignment with shareholder interests.
Franklin Limited Duration Income Trust serves a diverse investor base, including individual and institutional clients seeking reliable income streams with moderate duration risk. As a closed-end vehicle, the trust offers daily liquidity through its exchange listing and typically declares monthly distributions to shareholders. Its strategy may employ modest leverage to enhance yield, subject to regulatory and board limits, aiming to deliver attractive risk-adjusted returns over a full market cycle.
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