Franklin Natural Resources Fund

Franklin Templeton Investment Funds

Summary of Fund Objective

The Fund aims to provide investors with capital appreciation and current income. To achieve this goal, the Fund invests in US dollar- and other currency-denominated securities in the natural resources sector in established and emerging markets.

  • The Fund invests in equity and debt securities (primarily convertible bonds), as well as depository receipts of small- and mid-size companies around the world.
  • The Fund’s management team aims to actively manage the portfolio by investing at least 80% of its net assets in companies directly or indirectly related to the natural resources sector.
  • Among the sectors on which the fund focuses are: integrated oil, oil and gas exploration and production, gold and other precious metals, steel and iron ore production, energy services and technology, base metal production, forest products, farming products, paper products, chemicals, building materials, coal, alternative energy sources and environmental services.
  • The Fund seeks to invest in areas that offer long-term as well as cyclical growth characteristics. They can come in the form of newly discovered resources or developing technologies.
  • Franklin Templeton Investments has a long history of investing in natural resources. The original U.S.-registered Franklin Natural Resources Fund was established in 1995.


Fred Fromm

  • California, United States
  • Years With Firm: 27
  • Years Of Experience: 28

Steve Land

  • California, United States
  • Years With Firm: 22
  • Years Of Experience: 23

Matthew Adams

  • California, United States
  • Years With Firm: 14
  • Years Of Experience: 21

What are the Key Risks?

The value of shares in the Fund and income received from it can go down as well as up and investors may not get back the full amount invested. Performance may also be affected by currency fluctuations. Currency fluctuations may affect the value of overseas investments.

  • The Fund invests mainly in equity securities of companies of the natural resources sector worldwide, including emerging markets. Such securities have historically been subject to significant price movements, frequently to a greater extent than equity markets globally. As a result, the performance of the Fund can fluctuate significantly over relatively short time periods.
  • Other significant risks include: currency risk, emerging markets risk, liquidity risk.
For full details of all of the risks applicable to this Fund, please refer to the “Risk Considerations” section of the Fund in the current prospectus of Franklin Templeton Investment Funds.