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Investment Philosophy

Franklin Equity Group

The Franklin Equity Group brings together more than six decades of investment experience offering in-depth expertise in managing growth and hybrid/balanced equity strategies that cover global, regional and sector specialties. We are driven by the conviction that superior risk-adjusted returns can be achieved over time by using a team-oriented, collaborative approach and disciplined, bottom-up fundamental research.

Growth

Our investments in high-quality companies with the potential for long term sustainable growth can provide significant opportunities for investors. We focus on companies across the full global opportunity set that meet our criteria of:

  • Growth. Focus on companies with the potential to produce sustainable earnings and cash flow growth.
  • Quality. Seek high-quality companies with strong management teams and financial strength.
  • Valuation. Assess whether the growth opportunity is already reflected in the stock price.

Hybrid/Balanced

By combining the investment philosophies and expertise of both Franklin Equity Group and Franklin Templeton Fixed Income Group, our hybrid/balanced funds provide an opportunity to participate in the growth potential of the equities market while also seeking current income and reduced overall risk.

Franklin Snapshot:
Established 1947
Style Growth, Hybrid/Balanced
Capabilities Global, Regional, Sector
Strengths
  • Experienced investment professionals covering all market capitalisations and styles
  • Collaborative environment that balances autonomy with rigorous debate and accountability
  • More than 60 years of investing in equities while staying true to our disciplines, regardless of short-term market cycles

Templeton

Templeton is a pioneer in managing global/international and emerging markets equities, leveraging its legacy of one culture, one philosophy, and one process for the benefit of investors since 1940. We believe independent thinking, discipline, and patience are essential to capturing long-term opportunity. To this end, the entire Templeton organisation is built around conducting deep, on-the-ground research and using it to deliver unique global investment insights.

Templeton Global Equities Group

Templeton has consistently applied its disciplined, value-driven approach to global and international markets investing. All investment decisions are guided by three core tenets:

  • Value. We seek companies that we believe are trading at a discount to what our research indicates the company may be worth.
  • Patience. Security prices can fluctuate more widely than underlying security values. In our opinion, markets should recognise and correct these mispricings over time, and we maintain the discipline to look beyond the market's short-term noise.
  • Bottom-Up. We identify value through rigorous fundamental analysis of a company's business to determine what we consider its economic worth based on projected future earnings, cash flow, or asset value potential.

Templeton Emerging Markets Team

Following Templeton Global Equity Group's bottom-up, long-term, value-oriented investment philosophy, our emerging markets team focuses on investment opportunities in emerging and frontier markets, where we can capitalise on the dynamic economic growth potential of these regions of the world.

Templeton Snapshot:
Established 1940
Style Value
Capabilities Global, Regional, Single-Country
Strengths
  • Disciplined, long-term approach to global value investing for over 65 years
  • Over 20 years of specialised emerging markets investment experience
  • Research teams located around the world create a true global footprint

Franklin Mutual Series

At Franklin Mutual Series, our focus is on recognising value that most other investors might miss. We believe that despite short-term market fluctuation, cash flow, revenue and the intrinsic value of companies ultimately drive stock prices in the long run. Our goal is to deliver solid, risk-adjusted returns, over the 'long term'. Over the last 60 years, Franklin Mutual Series' consistent, deep-value approach has benefited shareholders with long term investment horizons.

Since 1949, Franklin Mutual Series' pursuit of value has been the underlying force driving our strategy.

  • Opportunistic Value Investors. Our core investments are in undervalued stocks with viable catalysts that we believe will change the way the market views their true worth. Through bottom-up research, we seek to find value wherever it hides.
  • Think and Act Like Company Owners. We have a responsibility to our shareholders and won't hesitate to be activist investors if their interests need to be protected.
  • Strive To Reduce Risk. Undervalued stocks are by definition discounted, which we believe reduces risk. Our unique strategy has historically provided the funds with lower volatility than the overall market and has enabled us to deliver strong results over the long term.
Franklin Mutual Series Snapshot:
Established 1949
Style Deep Value
Capabilities Global, Regional
Strengths
  • Over six decades of deep value investing
  • Strategy combines the key elements of investing in undervalued stocks and, to a lesser extent, merger arbitrage and distressed securities
  • Activist investors when necessary

Franklin Templeton Fixed Income Group®

The Franklin Templeton Fixed Income Group is an integrated global fixed income platform comprising over 100 investment professionals located in offices around the world. The group launched its first fixed income portfolio more than 40 years ago and has been managing money for the Institutional market for more than 30 years.

A global fixed income leader, the group has depth and breadth of expertise in all major sectors of the fixed income market, including investment grade and high yield corporate bonds, mortgage- and asset-backed securities, global sovereign and emerging market debt, municipal securities and bank loans. Each sector is covered by a dedicated team, enabling us to comprehensively examine the market and uncover unique opportunities. Our global perspective is enhanced by dedicated local teams in many nations and a quantitative research team that participates in research and portfolio reviews. This global framework, significant bottom-up resources and integrated quantitative group enable us to build portfolios with a disciplined, risk-controlled approach.

  • Top-Down Analysis. Senior leaders set the outlook for markets, sectors and currencies based on analysis of global economic trends and fixed income market cycles.
  • Bottom-Up Research. Dedicated sector specialists undertake detailed, proprietary research to focus on finding the relative value opportunities within their field.
  • Quantitative Analysis/Risk Management. Understanding risk is crucial to the investment management process. A dedicated team continually evaluates risk over economic and credit cycles.
Franklin Templeton Fixed Income Group Snapshot:
Established 1970
Style Fixed Income
Capabilities Single and Multi-Sector Strategies
Strengths
  • Dedicated fixed income professionals located around the world
  • Disciplined risk-control and risk management measures
  • Pursuit of diversified sources of potential alpha across securities, sectors and global markets

Franklin Real Asset Advisors

Franklin Real Asset Advisors has been investing globally since 1984 and counts among its clients leading institutions and retail investors from around the world. The team strives to provide investors with an efficient alternative for investing globally in private real estate funds, private infrastructure and real resources funds and listed real estate securities.

As investors in both private as well as public markets, Franklin Real Asset Advisors draws on a comprehensive perspective of global capital flows, investor behavior, and sector trends across markets and regions. Each of the world's three major investment regions—the Americas, Europe, and Asia Pacific—is covered by professionals with experience in the local market, providing cultural perspective and specialised asset class knowledge. Franklin Templeton's worldwide presence provides the private real estate, private infrastructure and real resources, and listed real estate securities investment teams with local support in several areas including legal, tax, compliance, accounting and client service. 

Franklin Real Asset Advisors Snapshot:
Established 1984
Style Multi-sector, multi-region
Capabilities
  • Global Private Real Estate
  • Global Listed Real Estate Securities
  • Global Private Infrastructure and Real Resources
Strengths
  • Experienced and multinational team of investment professionals
  • Skillful sourcing and selection capabilities across markets drive search for superior risk-adjusted returns
  • Emphasis on risk management, seek downside protection
  • Focus global private real estate, infrastructure and real resources investments for institutional investors

Franklin Local Asset Management

As one of the first global asset management firms to establish local asset management capabilities in India (1993) and in South Korea (1997), Franklin Templeton is a pioneer in local asset management. Our goal is to manage each local business on a global scale, focusing on local investing, benchmarks and client needs, while drawing on the deep resources and global presence of the broader Franklin Templeton organisation. Each local office (or strategic alliance) employs a truly "local" investment process that gives managers flexibility in investment decisions.

Since 1993, Franklin Templeton has developed or invested in local asset management capabilities-local portfolio managers investing locally-in several countries, including:

  • India
  • Brazil
  • Japan
  • South Korea
  • Canada
  • China (joint venture)
  • Vietnam (joint venture)
  • Middle East/North Africa
Franklin Local Asset Management Snapshot:
Established 1993
Style Growth, Core and Hybrid
Capabilities Global, Regional, Single-Country
Strengths
  • Global portfolios on a country-by-country basis
  • Access to local investment managers, stocks and research
  • Leverage Franklin Templeton's global risk management and trading platforms
Important Legal Information

For more information on any of our funds, contact your financial adviser or download a free prospectus. Investors should carefully consider a fund's investment goals, risks, sales charges and expenses before investing. The prospectus contains this and other information. Please read the prospectus carefully before investing or sending money.