Franklin Universal Trust Shares of Beneficial Interest - FT STOCK NEWS

Welcome to our dedicated page for Franklin Universal Trust Shares of Beneficial Interest news (Ticker: FT), a resource for investors and traders seeking the latest updates and insights on Franklin Universal Trust Shares of Beneficial Interest stock.

Franklin Universal Trust Shares of Beneficial Interest (symbol: FT) is a closed-end management investment company operating under the umbrella of Franklin Resources, Inc., globally known as Franklin Templeton Investments. The primary objective of this fund is to provide high current income while ensuring the preservation of capital. In addition to this, it aims for the growth of income through potential dividend increases and capital appreciation, making it a robust choice for investors looking for both stability and growth.

FT leverages a diversified portfolio strategy by investing in two main asset classes: high-yield bonds and utility stocks. This dual investment approach helps in balancing risk while aiming to deliver consistent returns. High-yield bonds offer the potential for higher income, while utility stocks are known for their stable and reliable dividends. This mix allows Franklin Universal Trust to cater to investors with varying risk appetites and income needs.

Over the years, Franklin Universal Trust has achieved a reputation for its disciplined investment approach and robust performance. It continues to focus on strategic asset allocation, rigorous credit analysis, and effective risk management to meet its objectives. The fund is managed by experienced professionals who bring a wealth of knowledge and expertise to the table, ensuring that each investment decision aligns with the fund's goals.

Recently, Franklin Universal Trust has been focusing on enhancing its portfolio through selective investments in high-potential sectors. By keeping a close eye on market trends and economic indicators, the fund aims to capitalize on emerging opportunities while mitigating potential risks. This proactive approach helps in maintaining a balanced and dynamic portfolio that can adapt to changing market conditions.

As part of Franklin Templeton Investments, Franklin Universal Trust benefits from the vast resources and global reach of its parent company. Franklin Templeton's extensive research capabilities, combined with its strong network and industry insights, provide a solid foundation for the fund's investment strategies. This synergy ensures that Franklin Universal Trust remains well-positioned to deliver on its commitment to investors, providing reliable income and potential for growth.

Key Highlights:

Primary objective: High current income
Secondary objective: Income growth through dividends and capital appreciation
Investment Strategy: Diversified portfolio of high-yield bonds and utility stocks
Management: Experienced professionals with a disciplined investment approach
Affiliation: Part of Franklin Templeton Investments, leveraging global resources and expertise

01/30/2024 11:53 AM

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Franklin Universal Trust (“FT” or the “Fund”) Announces Notification of Sources of Distributions

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Franklin Universal Trust (FT) has released a notification of sources of distributions for the fiscal year 2024. The estimated sources of the distribution to be paid on January 31, 2024, and for the fiscal year 2024 year-to-date are detailed. The fund's estimated allocations for the January monthly distribution and cumulative estimated allocations fiscal year-to-date are provided, including distribution per share, net investment income, net realized short-term capital gains, net realized long-term capital gains, and return of capital.

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01/08/2024 12:05 PM

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Franklin Universal Trust (“FT” or the “Fund”) Announces Distribution

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Franklin Universal Trust (FT) announced a monthly distribution of $0.0425 per share from net investment income, payable on January 31, 2024, to shareholders of record on January 19, 2024. The Fund aims to provide high, current income while preserving capital, with a secondary objective of income growth through dividend increases and capital appreciation. Distributions may fluctuate based on net investment income, and past distributions do not predict future trends.

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12/28/2023 11:52 AM

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Franklin Universal Trust (“FT” or the “Fund”) Announces Notification of Sources of Distributions

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Franklin Universal Trust (FT) announces estimated sources of distributions for December 29, 2023, and fiscal year 2024. The estimated allocation for the December monthly distribution includes $0.0425 per share, with 78% from net investment income and 22% from return of capital. The cumulative estimated allocations for the fiscal year-to-date show $0.1275 per share, with 58% from net investment income and 42% from return of capital.

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12/07/2023 12:38 PM

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Franklin Universal Trust (“FT” or the “Fund”) Announces Distribution

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Franklin Universal Trust (FT) announced a monthly distribution of $0.0425 per share from net investment income, payable on December 29, 2023, to shareholders of record on December 18, 2023. The Fund aims to provide high, current income while preserving capital, with a secondary objective of income growth through dividend increases and capital appreciation. Distributions may vary based on the Fund’s net investment income, and past distributions are not indicative of future trends.

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11/29/2023 11:09 AM

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Franklin Universal Trust (“FT” or the “Fund”) Announces Notification of Sources of Distributions

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Franklin Universal Trust (FT) announces estimated sources of distribution for November 2023 and fiscal year 2024. The estimated allocation for the November monthly distribution as of October 31, 2023, is $0.0425 per share, with 41% from net investment income and 59% from return of capital. The cumulative estimated allocations for the fiscal year-to-date show $0.0850 per share, with 48% from net investment income and 52% from return of capital.

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11/07/2023 11:21 AM

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Franklin Universal Trust (“FT” or the “Fund”) Announces Distribution

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Franklin Universal Trust [NYSE: FT] declared a monthly distribution of $0.0425 per share from net investment income, payable on November 30, 2023, to shareholders of record on November 17, 2023, with an Ex-Dividend Date of November 16, 2023. The fund aims to provide high, current income while preserving capital, with a secondary goal of increasing income through dividends and capital appreciation.

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10/30/2023 12:24 PM

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Franklin Universal Trust (“FT” or the “Fund”) Announces Notification of Sources of Distributions

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Franklin Universal Trust [NYSE: FT] has released a notification of sources of distributions pursuant to Section 19(a) of the Investment Company Act of 1940. The estimated sources of the distribution to be paid on October 31, 2023, and for the fiscal year 2024 year-to-date are as follows: Distribution Per Share: $0.0425, Net Investment Income: $0.0236 (56%), Net Realized Short-Term Capital Gains: $0.00 (0%), Net Realized Long-Term Capital Gains: $0.00 (0%), Return of Capital: $0.0189 (44%).

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10/06/2023 12:13 PM

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Franklin Universal Trust (“FT” or the “Fund”) Announces Distribution

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Franklin Universal Trust [NYSE: FT] announces $0.0425 per share monthly distribution from net investment income, payable on October 31, 2023. The Fund's primary objective is high, current income with capital preservation. Secondary objective is income growth through dividends and capital appreciation.

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09/28/2023 11:41 AM

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Franklin Universal Trust (“FT” or the “Fund”) Announces Notification of Sources of Distributions

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Franklin Universal Trust [NYSE: FT] estimates a distribution of $0.0425 per share for September with 78% net investment income, 0% short-term capital gains, and 22% return of capital. For the fiscal year-to-date, the estimated distribution is $0.5712 per share with 53% net investment income, 8% short-term capital gains, and 39% return of capital. Shareholders should not judge investment performance based on distributions. The Fund's average annual total return for the 5-year period is 4.08%, and the annualized distribution rate is 6.93%. The cumulative total return for the fiscal year-to-date is -1.81%, and the cumulative distribution rate is 7.76%. Franklin Templeton has over $1.4 trillion in assets under management.

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09/08/2023 11:11 AM

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Franklin Universal Trust (“FT” or the “Fund”) Announces Distribution

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Franklin Universal Trust announces a monthly distribution of $0.0425 per share, payable on September 29, 2023.

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FAQ

What is the current stock price of Franklin Universal Trust Shares of Beneficial Interest (FT)?

The current stock price of Franklin Universal Trust Shares of Beneficial Interest (FT) is $7.66 as of November 22, 2024.

What is the market cap of Franklin Universal Trust Shares of Beneficial Interest (FT)?

The market cap of Franklin Universal Trust Shares of Beneficial Interest (FT) is approximately 190.5M.

What is Franklin Universal Trust?

Franklin Universal Trust is a closed-end management investment company focusing on high current income and income growth through dividends and capital appreciation.

What are the primary investment objectives of Franklin Universal Trust?

The primary objective is to provide high current income while preserving capital. The secondary objective is to achieve income growth through potential dividend increases and capital appreciation.

What types of assets does Franklin Universal Trust invest in?

The fund invests in high-yield bonds and utility stocks, aiming to balance risk and deliver consistent returns.

Who manages Franklin Universal Trust?

The fund is managed by a team of experienced professionals under Franklin Templeton Investments.

How does Franklin Universal Trust deliver on its objectives?

The fund employs strategic asset allocation, rigorous credit analysis, and effective risk management to meet its investment objectives.

What recent strategies has Franklin Universal Trust implemented?

Recently, the fund has been focusing on enhancing its portfolio through selective investments in high-potential sectors, adapting to market trends and economic indicators.

What benefits does Franklin Universal Trust gain from being part of Franklin Templeton Investments?

Being part of Franklin Templeton Investments provides access to extensive research capabilities, a strong network, and industry insights, which support the fund's investment strategies.

What kind of investors is Franklin Universal Trust suitable for?

Franklin Universal Trust is suitable for investors looking for high current income and potential income growth through a balanced and diversified portfolio.

Where can I find more information about Franklin Universal Trust?

For more information, investors should consult with their investment adviser or contact their local Franklin Templeton office.

What risks are involved with investing in Franklin Universal Trust?

All investments, including those in Franklin Universal Trust, involve risks, including the potential loss of principal. It is important to consider these risks before investing.